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Invesco BuyBack Achievers ETF
PKW

210 hedge funds and large institutions have $481M invested in Invesco BuyBack Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $425M → $481M (+$56.2M)

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

7% more funds holding

Funds holding: 197 → 210 (+13)

14.53% less ownership

Funds ownership: 46.2% → 31.67% (-15%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
61
Reduced
54
Closed
18
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$124K

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$16.8M
2
Wells Fargo
Wells Fargo
California
+$7.49M
3
LPL Financial
LPL Financial
California
+$3.46M
4
SIM
Seaview Investment Managers
Florida
+$3M
5
Morgan Stanley
Morgan Stanley
New York
+$2.99M

Top Sellers

Rank Fund Capital Flow
1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$227M
2
GM
GeoWealth Management
Illinois
-$16.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.35M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.56M
5
Barclays
Barclays
United Kingdom
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
176
Huntington National Bank
Ohio
$40K – – –
TAM
177
Townsend Asset Management
North Carolina
$40K – – –
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$39K – – –
SFPG
179
Stonebridge Financial Planning Group
Florida
$38K -$7.12K -75 -15%
PWMG
180
Prestige Wealth Management Group
New Jersey
$37K – – –
WWM
181
Wolff Wiese Magana
California
$35K – – –
HCM
182
Highlander Capital Management
New Jersey
$34K – – –
CIA
183
Choate Investment Advisors
Massachusetts
$31K – – –
FFA
184
Founders Financial Alliance
North Carolina
$30K – – –
ODG
185
O'Dell Group
Ohio
$29K – – –
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$29K – – –
National Bank of Canada
187
National Bank of Canada
Quebec, Canada
$29K +$28.5K +300 New
AA
188
Addison Advisors
Vermont
$25K – – –
NFG
189
Next Financial Group
Texas
$25K – – –
BFC
190
Bedel Financial Consulting
Indiana
$20K – – –
FCB
191
First Command Bank
Texas
$20K – – –
PA
192
PSI Advisors
Florida
$20K – – –
FCA
193
FinTrust Capital Advisors
South Carolina
$17K – – –
FCFS
194
First Command Financial Services
Texas
$15K -$5.69K -60 -27%
FHA
195
First Horizon Advisors
Tennessee
$15K – – –
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$14K – – –
IA
197
IFP Advisors
Florida
$13K – – –
WAS
198
Winch Advisory Services
Wisconsin
$13K +$9.49K +100 +294%
LS
199
Leelyn Smith
Illinois
$12K – – –
CCP
200
Clarkston Capital Partners
Michigan
$11K – – –
6 7
8
9 10

PKW Hedge Fund Activity: Q4 2021 in Review

210 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2021, worth a combined $481M — up 13% from $425M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PKW positions and 18 closed out — a net gain of 14 holders — while 61 added to existing stakes and 54 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.8M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $227M.

  • 210 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $481M of Invesco BuyBack Achievers ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.8M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2021.