Invesco BuyBack Achievers ETF
129 hedge funds and large institutions have $477M invested in Invesco BuyBack Achievers ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 58 reducing their positions, and 19 closing their positions.
160% more call options, than puts
Call options by funds: $590K | Put options by funds: $227K
34.89% more ownership
Funds ownership: 0% → 34.89% (+35%)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
3% more capital invested
Capital invested by funds: $465M → $477M (+$12.7M)
4% less funds holding
Funds holding: 135 → 129 (-6)
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
48% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.28M |
| 2 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$3.41M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$2.28M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.6M |
| 5 |
Goldman Sachs
New York
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.46M |
| 2 |
Morgan Stanley
New York
|
-$2.74M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.38M |
| 4 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$2.37M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.33M |
PKW Hedge Fund Activity: Q4 2016 in Review
129 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2016, worth a combined $477M — up 2.7% from $465M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PKW and 16 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 30 added.
The largest buyer was Bank of America, adding an estimated $4.28M. The largest seller was LPL Financial, cutting an estimated $3.46M.
- 129 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2016, down from 135 in Q3 2016.
- Funds reported $477M of Invesco BuyBack Achievers ETF stock for Q4 2016, up 2.7% quarter-over-quarter.
- 16 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2016 and 19 closed out, a net change of -3 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q4 2016 was Bank of America, an estimated $4.28M added.
- The largest Invesco BuyBack Achievers ETF seller in Q4 2016 was LPL Financial, an estimated $3.46M sold.
Based on aggregated 13F filings for Q4 2016.