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Invesco BuyBack Achievers ETF

133 hedge funds and large institutions have $691M invested in Invesco BuyBack Achievers ETF in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $752K | Put options by funds: $332K

4.21% less ownership

Funds ownership: 43.62%39.41% (-4.2%)

11% less funds holding

Funds holding: 150133 (-17)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

67% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 24

67% less capital invested

Capital invested by funds: $2.08B → $691M (-$1.39B)

74% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 84

Holders
133
Holders Change
-17
Holders Change %
-11.33%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.11%
New
8
Increased
22
Reduced
84
Closed
24
Calls
$752K
Puts
$332K
Net Calls
+$420K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$115M -$26.2M -607,961 -19%
LPL Financial
2
LPL Financial
California
$86.6M -$22.7M -527,656 -21%
Morgan Stanley
3
Morgan Stanley
New York
$75.8M -$25.7M -598,113 -26%
MIH
4
Madison Investment Holdings
Wisconsin
$46M -$2.48M -57,617 -5%
UBS Group
5
UBS Group
Switzerland
$29M -$4.76M -110,636 -15%
Goldman Sachs
6
Goldman Sachs
New York
$26M +$1.14M +26,575 +5%
Wells Fargo
7
Wells Fargo
California
$24.2M -$6.49M -150,941 -22%
BPC
8
Banque Pictet & Cie
Switzerland
$24.1M -$4.5M -104,500 -16%
PNAA
9
Pictet North America Advisors
Switzerland
$24.1M -$4.5M -104,500 -16%
CIA
10
Choate Investment Advisors
Massachusetts
$17.7M -$45.3M -1,052,792 -73%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$17M -$19.4K -452 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16.1M -$3.78M -87,874 -20%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$15.1M -$1.21M -28,187 -8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.9M -$830K -19,278 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13M -$9.59M -222,823 -44%
RWM
16
Rezny Wealth Management
Florida
$7.96M -$69.5K -1,616 -0.9%
LYV
17
Live Your Vision
Pennsylvania
$6.94M -$51.5K -1,196 -0.8%
MC
18
Muhlenkamp & Co
Pennsylvania
$6.38M +$13.3K +310 +0.2%
LMIM
19
Lockheed Martin Investment Management
Maryland
$6.05M -$873K -20,293 -13%
RJA
20
Raymond James & Associates
Florida
$6.05M -$302K -7,024 -5%
Ameriprise
21
Ameriprise
Minnesota
$5.36M -$103K -2,400 -2%
RCG
22
Ruggie Capital Group
Florida
$5.23M +$4.97M +115,400 New
MFS
23
MSI Financial Services
Massachusetts
$4.83M -$1.59M -36,935 -26%
Citadel Advisors
24
Citadel Advisors
Florida
$3.85M +$2.92M +67,933 +401%
DWM
25
Destination Wealth Management
California
$3.74M

PKW Hedge Fund Activity: Q1 2016 in Review

133 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2016, worth a combined $691M — down 67% from $2.08B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PKW and 8 opened new positions — a net loss of 16 holders — while 84 trimmed existing stakes and 22 added.

The largest buyer was Ruggie Capital Group, opening a new position worth an estimated $4.97M. The largest seller was Jupiter Asset Management, cutting an estimated $68.2M.

  • 133 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2016, down from 150 in Q4 2015.
  • Funds reported $691M of Invesco BuyBack Achievers ETF stock for Q1 2016, down 67% quarter-over-quarter.
  • 8 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2016 and 24 closed out, a net change of -16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2016 was Ruggie Capital Group, an estimated $4.97M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2016 was Jupiter Asset Management, an estimated $68.2M sold.

Based on aggregated 13F filings for Q1 2016.