We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

159 hedge funds and large institutions have $249M invested in Invesco BuyBack Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 85 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.77% less ownership

Funds ownership: 50.32%35.56% (-15%)

20% less funds holding

Funds holding: 199159 (-40)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

65% less capital invested

Capital invested by funds: $712M → $249M (-$462M)

71% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 85

73% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $218K

Holders
159
Holders Change
-40
Holders Change %
-20.1%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
14
Increased
25
Reduced
85
Closed
51
Calls
Puts
$218K
Net Calls
-$218K
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$43M -$28.2M -454,047 -34%
Morgan Stanley
2
Morgan Stanley
New York
$25.6M -$8.28M -133,448 -20%
LPL Financial
3
LPL Financial
California
$16.1M -$6.38M -102,723 -24%
UBS Group
4
UBS Group
Switzerland
$9.79M -$5.49M -88,426 -30%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.87M -$4.15M -66,899 -27%
CAG
6
Curtis Advisory Group
California
$8.59M -$98.2K -1,583 -0.9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.37M -$126K -2,024 -1%
RCA
8
Resonant Capital Advisors
Wisconsin
$7.44M -$1.45M -23,333 -13%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$6.76M +$8.4M +135,428 +3,360%
Wells Fargo
10
Wells Fargo
California
$6.58M -$8.53M -137,487 -50%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$6.31M +$1.51M +24,396 +23%
CS
12
Credit Suisse
Switzerland
$4.87M +$4.34M +69,952 +230%
RJA
13
Raymond James & Associates
Florida
$4.84M -$394K -6,355 -6%
CWAG
14
Compton Wealth Advisory Group
Virginia
$4.6M -$455K -7,330 -7%
RW
15
RVW Wealth
California
$4.33M -$10.7M -172,804 -66%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.99M +$15.2M +244,971 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.65M -$2.57M -41,383 -35%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$3.37M -$755K -12,172 -15%
CFA
19
Cahill Financial Advisors
Minnesota
$3.12M -$14.4K -232 -0.4%
Jane Street
20
Jane Street
New York
$2.89M +$2.31M +37,248 +166%
PWSG
21
Pacific Wealth Strategies Group
California
$2.86M -$2.1M -33,821 -36%
IFO
22
Independent Family Office
New York
$2.59M +$1.97M +31,737 +147%
Ameriprise
23
Ameriprise
Minnesota
$2.53M -$2.62M -42,172 -45%
Kovitz Investment Group Partners
24
Kovitz Investment Group Partners
Illinois
$2.4M -$1.16M -18,715 -27%
Truist Financial
25
Truist Financial
North Carolina
$2.31M -$2.15M -34,567 -42%

PKW Hedge Fund Activity: Q1 2020 in Review

159 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2020, worth a combined $249M — down 65% from $712M a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of PKW and 14 opened new positions — a net loss of 37 holders — while 85 trimmed existing stakes and 25 added.

The largest buyer was Susquehanna International Group, adding an estimated $8.4M. The largest seller was Envestnet Asset Management, cutting an estimated $101M.

  • 159 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2020, down from 199 in Q4 2019.
  • Funds reported $249M of Invesco BuyBack Achievers ETF stock for Q1 2020, down 65% quarter-over-quarter.
  • 14 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2020 and 51 closed out, a net change of -37 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $8.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2020.