Invesco BuyBack Achievers ETF
173 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.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
133% more capital invested
Capital invested by funds: $559M → $1.3B (+$744M)
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
7% more funds holding
Funds holding: 162 → 173 (+11)
3.66% more ownership
Funds ownership: 74.26% → 77.92% (+3.7%)
6% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$289M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$142M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$120M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$28.6M |
| 5 |
LPL Financial
San Diego,
California
|
+$7.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$2.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.23M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$989K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$788K |
| 5 |
PVH
Psagot Value Holdings
Tel Aviv,
Israel
|
-$650K |
PKW Hedge Fund Activity: Q1 2021 in Review
173 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2021, worth a combined $1.3B — up 133% from $559M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PKW positions and 12 closed out — a net gain of 12 holders — while 53 added to existing stakes and 50 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $289M. The largest seller was MinichMacGregor Wealth Management, exiting entirely with an estimated $2.5M sold.
- 173 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2021, up from 162 in Q4 2020.
- Funds reported $1.3B of Invesco BuyBack Achievers ETF stock for Q1 2021, up 133% quarter-over-quarter.
- 24 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2021 and 12 closed out, a net change of +12 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $289M added.
- The largest Invesco BuyBack Achievers ETF seller in Q1 2021 was MinichMacGregor Wealth Management, an estimated $2.5M sold.
Based on aggregated 13F filings for Q1 2021.