Invesco BuyBack Achievers ETF
141 hedge funds and large institutions have $1.13B invested in Invesco BuyBack Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 50 increasing their positions, 44 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
15% more funds holding
Funds holding: 123 → 141 (+18)
14% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 44
1% less capital invested
Capital invested by funds: $1.14B → $1.13B (-$13.6M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $850K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.6M |
| 2 |
Morgan Stanley
New York
|
+$11.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.41M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$8.92M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$112M |
| 2 |
Goldman Sachs
New York
|
-$31.4M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$10.2M |
| 4 |
Lazard Asset Management
New York
|
-$8.58M |
| 5 |
VF
Virtu Financial
New York
|
-$3.7M |
PKW Hedge Fund Activity: Q4 2014 in Review
141 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2014, worth a combined $1.13B — down 1.2% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new PKW positions and 13 closed out — a net gain of 21 holders — while 50 added to existing stakes and 44 trimmed.
The largest buyer was Bank of America, adding an estimated $19.6M. The largest seller was LPL Financial, cutting an estimated $112M.
- 141 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2014, up from 123 in Q3 2014.
- Funds reported $1.13B of Invesco BuyBack Achievers ETF stock for Q4 2014, down 1.2% quarter-over-quarter.
- 34 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2014 and 13 closed out, a net change of +21 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q4 2014 was Bank of America, an estimated $19.6M added.
- The largest Invesco BuyBack Achievers ETF seller in Q4 2014 was LPL Financial, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2014.