We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

204 hedge funds and large institutions have $428M invested in Invesco BuyBack Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,768% more call options, than puts

Call options by funds: $411K | Put options by funds: $22K

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0% more funds holding

Funds holding: 204204 (0)

3% less capital invested

Capital invested by funds: $439M → $428M (-$11.2M)

3.37% less ownership

Funds ownership: 40.88%37.51% (-3.4%)

11% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 61

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
204
Holders Change
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
54
Reduced
61
Closed
18
Calls
$411K
Puts
$22K
Net Calls
+$389K
Net Calls Change
+$310K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Advisornet Financial
Minnesota
$4K +$3.76K +37 New
CAM
202
Creekmur Asset Management
Illinois
$1.99K
SN
203
Sittner & Nelson
Oregon
$866 +$813 +8 New
DFA
204
DHJJ Financial Advisors
Illinois
$433 +$203 +2 +100%
KFS
205
Kelly Financial Services
Massachusetts
$2
LCWP
206
Legacy Capital Wealth Partners
Arkansas
-$9.29M -93,813 Closed
N
207
Natixis
France
-$1.03M -10,349 Closed
FTUS
208
Flow Traders U.S.
New York
-$515K -5,204 Closed
TSS
209
Two Sigma Securities
New York
-$456K -4,605 Closed
NFG
210
Nations Financial Group
Iowa
-$395K -3,994 Closed
HI
211
Hudock Inc
Pennsylvania
-$340K -3,435 Closed
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
-$315K -3,184 Closed
BCI
213
Brinker Capital Investments
Pennsylvania
-$279K -2,807 Closed
OPS
214
Orion Portfolio Solutions
Nebraska
-$279K -2,807 Closed
FA
215
Fermata Advisors
California
-$261K -2,637 Closed
MFGM
216
Marshall Financial Group (Maryland)
Maryland
-$257K -2,593 Closed
AWM
217
AE Wealth Management
Kansas
-$228K -2,279 Closed
ASN
218
Advisory Services Network
Georgia
-$169K -1,705 Closed
CTC
219
Central Trust Company
Missouri
-$50.5K -510 Closed
Bessemer Group
220
Bessemer Group
New Jersey
-$30K -307 Closed
ODG
221
O'Dell Group
Ohio
-$29.3K -296 Closed
RFA
222
Resurgent Financial Advisors
Georgia
-$27.9K -282 Closed
OP
223
ORG Partners
Indiana
-$990 -10 Closed

PKW Hedge Fund Activity: Q1 2024 in Review

204 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2024, worth a combined $428M — down 2.6% from $439M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PKW positions and 18 closed out — a net gain of 3 holders — while 54 added to existing stakes and 61 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $7.31M. The largest seller was Morgan Stanley, cutting an estimated $37.4M.

  • 204 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $428M of Invesco BuyBack Achievers ETF stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 21 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2024 and 18 closed out, a net change of +3 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2024 was B. Riley Wealth Advisors, an estimated $7.31M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2024.