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Invesco BuyBack Achievers ETF

202 hedge funds and large institutions have $930M invested in Invesco BuyBack Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

595% more call options, than puts

Call options by funds: $299K | Put options by funds: $43K

195% more capital invested

Capital invested by funds: $315M → $930M (+$615M)

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30.18% more ownership

Funds ownership: 31.26%61.44% (+30%)

13% more funds holding

Funds holding: 179202 (+23)

Holders
202
Holders Change
+23
Holders Change %
+12.85%
% of All Funds
3.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
45
Increased
64
Reduced
41
Closed
17
Calls
$299K
Puts
$43K
Net Calls
+$256K
Net Calls Change
-$427K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
176
Prestige Wealth Management Group
New Jersey
$32.5K
HCM
177
Highlander Capital Management
New Jersey
$30K
JP Morgan Chase
178
JP Morgan Chase
New York
$28K
RFA
179
Resurgent Financial Advisors
Georgia
$27.7K +$27.3K +324 New
FFA
180
Founders Financial Alliance
North Carolina
$26.5K
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$25.6K
KM
182
Kalos Management
Georgia
$24K +$23.6K +280 New
GEA
183
Glen Eagle Advisors
New Jersey
$23K +$16.4K +194 +259%
AA
184
Addison Advisors
Vermont
$22.6K
PA
185
PSI Advisors
Florida
$18K
ACA
186
Aptus Capital Advisors
Alabama
$17.1K
ASN
187
Advisory Services Network
Georgia
$15.7K +$15.4K +183 New
FCA
188
FinTrust Capital Advisors
South Carolina
$15.1K
FCAG
189
First Capital Advisors Group
New Jersey
$10.4K
HBW
190
Hazlett, Burt & Watson
West Virginia
$10K
MCC
191
Money Concepts Capital
Florida
$9.75K +$9.61K +114 New
CT
192
Caldwell Trust
Florida
$8.56K
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.56K
EWA
194
EverSource Wealth Advisors
Alabama
$8.56K +$8.43K +100 New
CA
195
CoreCap Advisors
Michigan
$7.87K +$7.76K +92 New
CFGS
196
Concourse Financial Group Securities
Alabama
$5.39K +$5.31K +63 New
KA
197
Kozak & Associates
Colorado
$5K
PFBT
198
Parkside Financial Bank & Trust
Missouri
$3.42K +$3.37K +40 New
CAS
199
Coppell Advisory Solutions
Texas
$3.34K +$3.29K +39 New
CASC
200
Coppell Advisory Solutions Corp
Texas
$3.34K +$3.29K +39 New

PKW Hedge Fund Activity: Q4 2022 in Review

202 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2022, worth a combined $930M — up 195% from $315M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PKW positions and 17 closed out — a net gain of 28 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $255M. The largest seller was Bank of America, cutting an estimated $4.87M.

  • 202 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2022, up from 179 in Q3 2022.
  • Funds reported $930M of Invesco BuyBack Achievers ETF stock for Q4 2022, up 195% quarter-over-quarter.
  • 45 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2022 and 17 closed out, a net change of +28 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $255M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2022 was Bank of America, an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2022.