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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

152 hedge funds and large institutions have $1.24B invested in Invesco BuyBack Achievers ETF in 2015 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+11
Holders Change %
+7.8%
% of All Funds
4.05%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.43%
New
34
Increased
55
Reduced
37
Closed
20
Calls
–
Puts
$621K
Net Calls
-$621K
Net Calls Change
+$229K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$20.5M
2
MIH
Madison Investment Holdings
Wisconsin
+$20.3M
3
GIM
Guild Investment Management
California
+$13.2M
4
FIG
FundX Investment Group
California
+$11.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.5M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$112M
2
LPL Financial
LPL Financial
California
-$26.6M
3
FTB
First Trust Bank
Bahamas
-$10.6M
4
Stifel Financial
Stifel Financial
Missouri
-$9.63M
5
CS
Credit Suisse
Switzerland
-$8.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$188M +$20.5M +415,812 +12%
Morgan Stanley
2
Morgan Stanley
New York
$120M +$11M +223,796 +10%
JAM
3
Jupiter Asset Management
United Kingdom
$115M -$112M -2,326,000 Closed
LPL Financial
4
LPL Financial
California
$91.8M -$26.6M -541,038 -22%
MIH
5
Madison Investment Holdings
Wisconsin
$82.5M +$20.3M +411,225 +33%
CIA
6
Choate Investment Advisors
Massachusetts
$74M +$2.48M +50,320 +3%
UBS Group
7
UBS Group
Switzerland
$68M -$2.77M -56,212 -4%
Wells Fargo
8
Wells Fargo
California
$45.6M +$6.26M +126,949 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$42M +$11.5M +233,083 +38%
PNAA
10
Pictet North America Advisors
Switzerland
$30.4M +$961K +19,480 +3%
AAMU
11
Amundi Asset Management US
Massachusetts
$25M +$1.24M +25,142 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21.5M +$1.08M +21,962 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$18.8M -$73K -1,480 -0.4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18.7M +$2.15M +43,576 +13%
Goldman Sachs
15
Goldman Sachs
New York
$13.4M +$9.84M +199,569 +280%
GIM
16
Guild Investment Management
California
$13.2M +$13.2M +267,210 New
Bank of Nova Scotia
17
Bank of Nova Scotia
Ontario, Canada
$12.7M – – –
Lazard Asset Management
18
Lazard Asset Management
New York
$11.6M -$7.27M -147,487 -38%
FIG
19
FundX Investment Group
California
$11.5M +$11.5M +233,429 New
RWM
20
Rezny Wealth Management
Florida
$9.81M +$9.81M +199,000 New
LYV
21
Live Your Vision
Pennsylvania
$7.75M -$306K -6,215 -4%
PAG
22
Private Advisor Group
New Jersey
$7.74M -$3.31M -67,165 -30%
BTS
23
BB&T Securities
Virginia
$7.42M -$6.05M -12,262 -45%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7.28M +$1.91M +38,738 +36%
M&T Bank
25
M&T Bank
New York
$7.2M -$795K -16,118 -10%
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