We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

125 hedge funds and large institutions have $516M invested in Invesco BuyBack Achievers ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $589K | Put options by funds: $290K

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.07% less ownership

Funds ownership: 39.41%34.33% (-5.1%)

6% less funds holding

Funds holding: 133125 (-8)

25% less capital invested

Capital invested by funds: $691M → $516M (-$175M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

53% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 64

Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
3.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
11
Increased
30
Reduced
64
Closed
17
Calls
$589K
Puts
$290K
Net Calls
+$299K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$82.2M -$32.2M -708,428 -28%
Morgan Stanley
2
Morgan Stanley
New York
$58.8M -$16.9M -371,259 -22%
MIH
3
Madison Investment Holdings
Wisconsin
$40.2M -$5.72M -125,867 -12%
LPL Financial
4
LPL Financial
California
$38.2M -$49.1M -1,080,512 -56%
UBS Group
5
UBS Group
Switzerland
$24.9M -$4.04M -88,894 -14%
Wells Fargo
6
Wells Fargo
California
$23.1M -$1.01M -22,100 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.9M +$3.96K +87 +0%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$16.1M +$1.07M +23,494 +7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$15.4M -$670K -14,741 -4%
BPC
10
Banque Pictet & Cie
Switzerland
$13.2M -$10.9M -239,885 -45%
PNAA
11
Pictet North America Advisors
Switzerland
$12.5M -$11.6M -254,185 -48%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.9M -$1.91M -41,931 -14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.7M -$2.26M -49,753 -17%
Jane Street
14
Jane Street
New York
$9.59M +$7.43M +163,374 +335%
CIA
15
Choate Investment Advisors
Massachusetts
$8.15M -$9.59M -210,912 -54%
RWM
16
Rezny Wealth Management
Florida
$7.96M
MC
17
Muhlenkamp & Co
Pennsylvania
$6.3M -$57.3K -1,260 -0.9%
CS
18
Credit Suisse
Switzerland
$6.28M +$2.76M +60,685 +78%
RJA
19
Raymond James & Associates
Florida
$5.8M -$230K -5,060 -4%
RCG
20
Ruggie Capital Group
Florida
$5.35M +$121K +2,655 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.31M +$881K +19,361 +25%
AAMU
22
Amundi Asset Management US
Massachusetts
$4.23M +$4.26M +93,646 New
Ameriprise
23
Ameriprise
Minnesota
$4.2M -$1.16M -25,496 -22%
MFS
24
MSI Financial Services
Massachusetts
$3.92M -$906K -19,916 -19%
DWM
25
Destination Wealth Management
California
$3.74M +$20.9K +459 +0.6%

PKW Hedge Fund Activity: Q2 2016 in Review

125 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q2 2016, worth a combined $516M — down 25% from $691M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PKW and 11 opened new positions — a net loss of 6 holders — while 64 trimmed existing stakes and 30 added.

The largest buyer was Jane Street, adding an estimated $7.43M. The largest seller was LPL Financial, cutting an estimated $49.1M.

  • 125 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q2 2016, down from 133 in Q1 2016.
  • Funds reported $516M of Invesco BuyBack Achievers ETF stock for Q2 2016, down 25% quarter-over-quarter.
  • 11 funds opened new Invesco BuyBack Achievers ETF positions in Q2 2016 and 17 closed out, a net change of -6 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q2 2016 was Jane Street, an estimated $7.43M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q2 2016 was LPL Financial, an estimated $49.1M sold.

Based on aggregated 13F filings for Q2 2016.