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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

172 hedge funds and large institutions have $1.3B invested in Invesco BuyBack Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
24
Increased
53
Reduced
50
Closed
12
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$261K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$307M
2
Osaic Holdings
Osaic Holdings
Arizona
+$150M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$127M
4
OPS
Orion Portfolio Solutions
Nebraska
+$30.3M
5
LPL Financial
LPL Financial
California
+$8.45M

Top Sellers

1
MWM
MinichMacGregor Wealth Management
New York
-$2.5M
2
Bank of America
Bank of America
North Carolina
-$1.31M
3
CS
Credit Suisse
Switzerland
-$1.05M
4
SS
Simplicity Solutions
Minnesota
-$788K
5
PVH
Psagot Value Holdings
Israel
-$690K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$509M +$307M +3,646,780 +152%
Osaic Holdings
2
Osaic Holdings
Arizona
$260M +$150M +1,785,046 +138%
CCMG
3
Clark Capital Management Group
Pennsylvania
$180M +$127M +1,508,241 +240%
OPS
4
Orion Portfolio Solutions
Nebraska
$53.1M +$30.3M +360,278 +133%
Bank of America
5
Bank of America
North Carolina
$40.3M -$1.31M -15,523 -3%
LPL Financial
6
LPL Financial
California
$31M +$8.45M +100,377 +38%
Morgan Stanley
7
Morgan Stanley
New York
$24.6M +$5.36M +63,704 +28%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.9M – – –
Wells Fargo
9
Wells Fargo
California
$9.23M +$750K +8,908 +9%
UBS Group
10
UBS Group
Switzerland
$8.89M -$279K -3,316 -3%
PWSG
11
Pacific Wealth Strategies Group
California
$7.81M +$556K +6,600 +8%
APA
12
American Portfolios Advisors
New York
$7.3M +$4.9M +58,227 +205%
RJA
13
Raymond James & Associates
Florida
$6.71M -$96.1K -1,141 -1%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.44M +$3.29M +39,076 +105%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.11M +$285K +3,383 +5%
CAG
16
Curtis Advisory Group
California
$5.99M +$3.8M +45,102 +173%
KAS
17
Kestra Advisory Services
Texas
$5.78M +$5.52M +65,495 +2,060%
BRWA
18
B. Riley Wealth Advisors
Florida
$5.48M +$2.05M +24,324 +60%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.28M -$35.6K -423 -0.7%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.64M -$102K -1,212 -2%
CFA
21
Cahill Financial Advisors
Minnesota
$4.59M -$92.3K -1,096 -2%
IFO
22
Independent Family Office
New York
$4.5M – – –
Ameriprise
23
Ameriprise
Minnesota
$4.43M +$139K +1,654 +3%
AWM
24
AE Wealth Management
Kansas
$4.32M +$3.32M +39,474 +334%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.51M -$47.3K -562 -1%
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