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Invesco BuyBack Achievers ETF

226 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,703% more capital invested

Capital invested by funds: $456M → $8.22B (+$7.76B)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 215226 (+11)

3.01% more ownership

Funds ownership: 38.03%41.04% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
63
Reduced
65
Closed
15
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
151
Aspect Partners
Virginia
$240K +$474 +4 +0.2%
MWM
152
Mission Wealth Management
California
$230K
KLI
153
Kelman-Lazarov Inc
Tennessee
$228K
AF
154
Abound Financial
California
$228K +$234K +1,980 New
3F
155
360 Financial
Minnesota
$228K -$48.2K -407 -17%
VA
156
Valmark Advisers
Ohio
$217K +$223K +1,887 New
LFAS
157
Level Four Advisory Services
Texas
$217K -$118K -1,000 -35%
NG
158
Novem Group
New York
$213K +$219K +1,847 New
CCMG
159
Clark Capital Management Group
Pennsylvania
$212K
SL
160
Sentry LLC
Tennessee
$210K
DAS
161
Dynamic Advisor Solutions
Arizona
$204K +$118 +1 +0.1%
KCFA
162
Key Client Fiduciary Advisors
New Jersey
$203K -$7.81K -66 -4%
WS
163
Wedbush Securities
California
$202K
TCOV
164
Trust Company of Vermont
Vermont
$202K
SSB
165
Sandy Spring Bank
Maryland
$177K
PA
166
Parallel Advisors
California
$164K
CAS
167
Coppell Advisory Solutions
Texas
$161K +$56.1K +474 +51%
TRCT
168
Tower Research Capital (TRC)
New York
$155K -$170K -1,439 -52%
Comerica Bank
169
Comerica Bank
Texas
$154K +$70.9K +599 +81%
PTC
170
Private Trust Company
Ohio
$127K
TWD
171
True Wealth Design
Ohio
$125K
DF
172
Dunhill Financial
United Kingdom
$116K
GWM
173
Geneos Wealth Management
Colorado
$115K
SL
174
Salomon & Ludwin
Virginia
$112K -$23.4K -198 -17%
William Blair & Company
175
William Blair & Company
Illinois
$101K +$25.7K +217 +33%

PKW Hedge Fund Activity: Q4 2024 in Review

226 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2024, worth a combined $8.22B — up 1,703% from $456M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKW positions and 15 closed out — a net gain of 16 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $2.34M.

  • 226 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $8.22B of Invesco BuyBack Achievers ETF stock for Q4 2024, up 1,703% quarter-over-quarter.
  • 31 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2024 and 15 closed out, a net change of +16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $12.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2024 was Legacy Capital Wealth Partners, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.