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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

196 hedge funds and large institutions have $1.6B invested in Invesco BuyBack Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+24
Holders Change %
+13.95%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
36
Increased
71
Reduced
40
Closed
11
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$35K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M
2
OPS
Orion Portfolio Solutions
Nebraska
+$17.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$15.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
SWM
Spire Wealth Management
Virginia
+$12M

Top Sellers

1
IFO
Independent Family Office
New York
-$3.72M
2
SAM
Synergy Asset Management
Washington
-$2.43M
3
KWM
Kingsview Wealth Management
Oregon
-$1.09M
4
CAG
Curtis Advisory Group
California
-$1.07M
5
AI
AXS Investments
New York
-$926K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Liberty Wealth Management
California
$20K +$184 +2 +0.9%
BFC
177
Bedel Financial Consulting
Indiana
$19K – – –
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$18K -$73.6K -826 -80%
RCA
179
Ranch Capital Advisors
Florida
$18K – – –
RDWM
180
Red Door Wealth Management
Tennessee
$18K +$18K +200 New
FCA
181
FinTrust Capital Advisors
South Carolina
$16K – – –
William Blair & Company
182
William Blair & Company
Illinois
$15K +$5.12K +56 +52%
FHA
183
First Horizon Advisors
Tennessee
$14K – – –
MAM
184
Meeder Asset Management
Ohio
$13K +$9.5K +106 +272%
LS
185
Leelyn Smith
Illinois
$11K – – –
CCP
186
Clarkston Capital Partners
Michigan
$11K +$11K +118 New
FIG
187
FundX Investment Group
California
$10.6K +$10.6K +56,286 New
CAL
188
Capital Analysts LLC
Pennsylvania
$9K +$5.94K +66 +194%
GRP
189
Global Retirement Partners
California
$7K -$9.64K -106 -58%
GEA
190
Glen Eagle Advisors
New Jersey
$6.77K – – –
CIAS
191
Capital Investment Advisory Services
North Carolina
$6K – – –
CB
192
CNB Bank
Pennsylvania
$6K +$6K +66 New
GI
193
Gradient Investments
Minnesota
$5K – – –
WAS
194
Winch Advisory Services
Wisconsin
$3K +$3K +34 New
SAM
195
Synergy Asset Management
Washington
– -$2.43M -28,854 Closed
KWM
196
Kingsview Wealth Management
Oregon
– -$1.09M -12,797 Closed
AI
197
AXS Investments
New York
– -$926K -11,000 Closed
CS
198
Credit Suisse
Switzerland
– -$614K -7,294 Closed
CBFP
199
Cedar Brook Financial Partners
Ohio
– -$340K -4,042 Closed
3F
200
360 Financial
Minnesota
– -$255K -3,023 Closed
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