We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more capital invested

Capital invested by funds: $350M → $1.47B (+$1.12B)

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

48.13% more ownership

Funds ownership: 35.99%84.12% (+48%)

27% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 52

11% more funds holding

Funds holding: 187208 (+21)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
17
Calls
$648K
Puts
Net Calls
+$648K
Net Calls Change
+$406K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Realta Investment Advisors
Delaware
$8.95K -$74.2K -806 -89%
PCM
202
Penserra Capital Management
California
$7K +$7.36K +80 New
KA
203
Kozak & Associates
Colorado
$5.18K +$92 +1 +2%
CIA
204
Cape Investment Advisory
Georgia
$5.04K +$5.15K +56 New
CAS
205
Coppell Advisory Solutions
Texas
$3.34K
WOSD
206
WFA of San Diego
California
$1.8K
DFA
207
DHJJ Financial Advisors
Illinois
$180 +$184 +2 New
GI
208
Gradient Investments
Minnesota
$75 +$92 +1 New
BCM
209
BlueCrest Capital Management
Jersey
-$3M -33,560 Closed
CA
210
Calton & Associates
Florida
-$650K -7,267 Closed
CCWM
211
Cassaday & Co Wealth Management
Virginia
-$626K -7,000 Closed
FG
212
Fiduciary Group
Georgia
-$449K -5,022 Closed
Jane Street
213
Jane Street
New York
-$428K -4,781 Closed
FTS
214
Fifth Third Securities
Ohio
-$408K -4,557 Closed
ASN
215
Advisory Services Network
Georgia
-$315K -3,520 Closed
3F
216
360 Financial
Minnesota
-$258K -2,884 Closed
Neuberger Berman Group
217
Neuberger Berman Group
New York
-$237K -2,654 Closed
GCP
218
GSA Capital Partners
United Kingdom
-$206K -2,308 Closed
OSAM
219
O'Shaughnessy Asset Management
Connecticut
-$36K -402 Closed
PWMG
220
Prestige Wealth Management Group
New Jersey
-$34K -380 Closed
ODG
221
O'Dell Group
Ohio
-$26.5K -296 Closed
KM
222
Kalos Management
Georgia
-$25.1K -281 Closed
RMA
223
Roffman Miller Associates
Pennsylvania
-$13.4K -150 Closed
CT
224
Caldwell Trust
Florida
-$8.95K -100 Closed
AC
225
Asio Capital
Kentucky
-$1.79K -20 Closed

PKW Hedge Fund Activity: Q3 2023 in Review

208 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2023, worth a combined $1.47B — up 320% from $350M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PKW positions and 17 closed out — a net gain of 22 holders — while 66 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $446M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $3M sold.

  • 208 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2023, up from 187 in Q2 2023.
  • Funds reported $1.47B of Invesco BuyBack Achievers ETF stock for Q3 2023, up 320% quarter-over-quarter.
  • 39 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2023 and 17 closed out, a net change of +22 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $446M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2023 was BlueCrest Capital Management, an estimated $3M sold.

Based on aggregated 13F filings for Q3 2023.