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Invesco BuyBack Achievers ETF

226 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,703% more capital invested

Capital invested by funds: $456M → $8.22B (+$7.76B)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 215226 (+11)

3.01% more ownership

Funds ownership: 38.03%41.04% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
31
Increased
63
Reduced
65
Closed
15
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$98.8K -$12.7K -107 -11%
SIS
177
Sound Income Strategies
Florida
$93.6K
KBFS
178
Kohmann Bosshard Financial Services
Ohio
$92.1K +$94.7K +800 New
VWM
179
Valley Wealth Managers
New Jersey
$90.4K
MWA
180
Medallion Wealth Advisors
Connecticut
$90.1K +$94.7K +800 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$86.3K
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$83.5K
HI
183
Harbour Investments
Wisconsin
$81.3K
PWMG
184
Private Wealth Management Group
New Jersey
$75K +$77.2K +652 New
GRP
185
Global Retirement Partners
California
$65.3K -$9.47K -80 -12%
WT
186
Whittier Trust
California
$64.7K +$118 +1 +0.2%
FFA
187
Farther Finance Advisors
California
$62.1K -$23.9K -202 -27%
LC
188
Luminist Capital
Michigan
$60K +$61.7K +521 New
MFG
189
Mendota Financial Group
Wisconsin
$58.9K
BlackRock
190
BlackRock
New York
$57.6K
WI
191
Wintrust Investments
Illinois
$56K -$1.07K -9 -2%
NWMP
192
Noble Wealth Management PBC
Colorado
$53.5K +$55.1K +465 New
MEG
193
Millstone Evans Group
Colorado
$48.4K +$49.7K +420 New
HNB
194
Huntington National Bank
Ohio
$48.2K
CBT
195
Crews Bank & Trust
Florida
$46.1K +$47.4K +400 New
VWM
196
Venturi Wealth Management
Texas
$43.2K +$44.4K +375 New
MSG
197
Main Street Group
Virginia
$41.6K
TWC
198
TD Waterhouse Canada
Ontario, Canada
$40.3K
GWSG
199
GPS Wealth Strategies Group
Colorado
$39K +$118 +1 +0.3%
Barclays
200
Barclays
United Kingdom
$38.7K

PKW Hedge Fund Activity: Q4 2024 in Review

226 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2024, worth a combined $8.22B — up 1,703% from $456M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKW positions and 15 closed out — a net gain of 16 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $2.34M.

  • 226 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $8.22B of Invesco BuyBack Achievers ETF stock for Q4 2024, up 1,703% quarter-over-quarter.
  • 31 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2024 and 15 closed out, a net change of +16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $12.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2024 was Legacy Capital Wealth Partners, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.