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Invesco BuyBack Achievers ETF
PKW

214 hedge funds and large institutions have $477M invested in Invesco BuyBack Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 53

1% less ownership

Funds ownership: 41.04% → 40.04% (-1%)

5% less funds holding

Funds holding: 226 → 214 (-12)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

94% less capital invested

Capital invested by funds: $8.22B → $477M (-$7.74B)

Holders
214
Holders Change
-12
Holders Change %
-5.31%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
69
Reduced
53
Closed
21
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$11K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$7.3M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.14M
3
NA
NewEdge Advisors
Louisiana
+$1.78M
4
JWCA
J.W. Cole Advisors
Florida
+$1.7M
5
NAM
NorthCrest Asset Manangement
Minnesota
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
-$8.81M
2
ECA
Elevation Capital Advisory
Oregon
-$8.23M
3
Truist Financial
Truist Financial
North Carolina
-$3.5M
4
OCM
One Capital Management
California
-$3.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
151
Geneos Wealth Management
Colorado
$225K +$116K +1,000 +100%
MWM
152
Mission Wealth Management
California
$225K – – –
KLI
153
Kelman-Lazarov Inc
Tennessee
$224K +$466 +4 +0.2%
AF
154
Abound Financial
California
$223K – – –
KCFA
155
Key Client Fiduciary Advisors
New Jersey
$216K +$17.4K +149 +8%
MA
156
Montag & Associates
Georgia
$214K -$41.6K -357 -16%
LFAS
157
Level Four Advisory Services
Texas
$212K – – –
AWM
158
Axxcess Wealth Management
California
$210K -$91.9K -789 -30%
NG
159
Novem Group
New York
$209K +$582 +5 +0.3%
CCMG
160
Clark Capital Management Group
Pennsylvania
$208K – – –
SL
161
Sentry LLC
Tennessee
$206K – – –
TCOV
162
Trust Company of Vermont
Vermont
$197K – – –
SSB
163
Sandy Spring Bank
Maryland
$173K – – –
PA
164
Parallel Advisors
California
$160K +$116 +1 +0.1%
Comerica Bank
165
Comerica Bank
Texas
$149K -$1.28K -11 -0.8%
PTC
166
Private Trust Company
Ohio
$124K – – –
TWD
167
True Wealth Design
Ohio
$122K – – –
HI
168
Harbour Investments
Wisconsin
$114K +$35.5K +305 +43%
DF
169
Dunhill Financial
United Kingdom
$113K – – –
William Blair & Company
170
William Blair & Company
Illinois
$98.8K – – –
SIS
171
Sound Income Strategies
Florida
$91.6K – – –
MWA
172
Medallion Wealth Advisors
Connecticut
$90.1K – – –
VWM
173
Valley Wealth Managers
New Jersey
$88.4K – – –
CFD
174
Creative Financial Designs
Indiana
$85.2K -$11.8K -101 -12%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$84.5K – – –
5 6
7
8 9

PKW Hedge Fund Activity: Q1 2025 in Review

214 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2025, worth a combined $477M — down 94% from $8.22B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PKW and 15 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 69 added.

The largest buyer was Bank of America, adding an estimated $7.3M. The largest seller was GeoWealth Management, exiting entirely with an estimated $8.81M sold.

  • 214 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $477M of Invesco BuyBack Achievers ETF stock for Q1 2025, down 94% quarter-over-quarter.
  • 15 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2025 and 21 closed out, a net change of -6 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2025 was Bank of America, an estimated $7.3M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2025 was GeoWealth Management, an estimated $8.81M sold.

Based on aggregated 13F filings for Q1 2025.