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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

204 hedge funds and large institutions have $439M invested in Invesco BuyBack Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
47
Reduced
77
Closed
27
Calls
$79K
Puts
–
Net Calls
+$79K
Net Calls Change
-$569K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.65M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.95M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$478M
2
Osaic Holdings
Osaic Holdings
Arizona
-$299M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$187M
4
BCI
Brinker Capital Investments
Pennsylvania
-$66.8M
5
OPS
Orion Portfolio Solutions
Nebraska
-$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Creekmur Asset Management
Illinois
$1.82K +$1.82K +18 New
OP
202
ORG Partners
Indiana
$990 +$990 +10 New
DFA
203
DHJJ Financial Advisors
Illinois
$199 – – –
GI
204
Gradient Investments
Minnesota
$83 – – –
KFS
205
Kelly Financial Services
Massachusetts
$2 -$827K -9,188 Closed
CCMG
206
Clark Capital Management Group
Pennsylvania
– -$187M -2,083,555 Closed
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
– -$10.4M -116,137 Closed
BRWA
208
B. Riley Wealth Advisors
Florida
– -$6.47M -71,926 Closed
SWM
209
SigFig Wealth Management
California
– -$6.35M -70,527 Closed
AWS
210
Atria Wealth Solutions
New York
– -$6.2M -68,965 Closed
CWA
211
Centennial Wealth Advisory
Michigan
– -$4.81M -53,483 Closed
PAS
212
Park Avenue Securities
New York
– -$1.81M -20,079 Closed
Prudential Financial
213
Prudential Financial
New Jersey
– -$1.64M -18,206 Closed
AFG
214
Atomi Financial Group
New York
– -$710K -7,895 Closed
CAG
215
Csenge Advisory Group
Florida
– -$704K -7,830 Closed
CA
216
Continuum Advisory
Idaho
– -$597K -6,637 Closed
Baird Financial Group
217
Baird Financial Group
Wisconsin
– -$550K -6,114 Closed
CAM
218
Concorde Asset Management
Michigan
– -$401K -4,455 Closed
GVAG
219
Great Valley Advisor Group
Delaware
– -$398K -4,423 Closed
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
– -$352K -3,908 Closed
LSA
221
Lion Street Advisors
Texas
– -$331K -3,684 Closed
SPC
222
Sigma Planning Corp
Michigan
– -$312K -3,469 Closed
GM
223
GeoWealth Management
Illinois
– -$263K -2,924 Closed
TI
224
Trexquant Investment
Connecticut
– -$229K -2,548 Closed
ACG
225
Allen Capital Group
Nebraska
– -$211K -2,365 Closed
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