Invesco BuyBack Achievers ETF
174 hedge funds and large institutions have $417M invested in Invesco BuyBack Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 65 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more capital invested
Capital invested by funds: $364M → $417M (+$53.4M)
6% more funds holding
Funds holding: 164 → 174 (+10)
0.7% more ownership
Funds ownership: 34.76% → 35.46% (+0.7%)
43% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$7.54M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$4.48M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$4.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.4M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$7.08M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.27M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.25M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHS
176
M Holdings Securities
Portland,
Oregon
| – | -$556K | -10,649 | Closed |
|
177
Verition Fund Management
Greenwich,
Connecticut
| – | -$336K | -6,441 | Closed |
|
|
MFG
178
Magnus Financial Group
New York
| – | -$290K | -5,566 | Closed |
|
|
WWM
179
Western Wealth Management
Golden,
Colorado
| – | -$246K | -4,730 | Closed |
|
|
NFG
180
Next Financial Group
Houston,
Texas
| – | -$150K | -2,867 | Closed |
|
|
BAM
181
Belpointe Asset Management
Reno,
Nevada
| – | -$136K | -2,600 | Closed |
|
|
CWA
182
Clarus Wealth Advisors
Peoria,
Arizona
| – | -$132K | -2,538 | Closed |
|
|
WANY
183
Wealthspire Advisors (New York)
New York
| – | -$42K | -800 | Closed |
|
|
GT
184
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$26 | -515 | Closed |
|
|
AIC
185
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$16K | -310 | Closed |
|
|
BWA
186
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$16K | -300 | Closed |
|
|
WP
187
WealthShield Partners
Cary,
North Carolina
| – | -$6K | -116 | Closed |
|
PKW Hedge Fund Activity: Q1 2019 in Review
174 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2019, worth a combined $417M — up 15% from $364M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PKW positions and 16 closed out — a net gain of 13 holders — while 37 added to existing stakes and 65 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $7.54M. The largest seller was Almanack Investment Partners, cutting an estimated $7.08M.
- 174 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2019, up from 164 in Q4 2018.
- Funds reported $417M of Invesco BuyBack Achievers ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 29 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2019 and 16 closed out, a net change of +13 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q1 2019 was Merriman Wealth Management, an estimated $7.54M added.
- The largest Invesco BuyBack Achievers ETF seller in Q1 2019 was Almanack Investment Partners, an estimated $7.08M sold.
Based on aggregated 13F filings for Q1 2019.