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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

196 hedge funds and large institutions have $1.6B invested in Invesco BuyBack Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+24
Holders Change %
+13.95%
% of All Funds
3.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
36
Increased
71
Reduced
40
Closed
11
Calls
$226K
Puts
–
Net Calls
+$226K
Net Calls Change
-$35K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$63.8M
2
OPS
Orion Portfolio Solutions
Nebraska
+$17.4M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$15.2M
4
Osaic Holdings
Osaic Holdings
Arizona
+$13.8M
5
SWM
Spire Wealth Management
Virginia
+$12M

Top Sellers

1
IFO
Independent Family Office
New York
-$3.72M
2
SAM
Synergy Asset Management
Washington
-$2.43M
3
KWM
Kingsview Wealth Management
Oregon
-$1.09M
4
CAG
Curtis Advisory Group
California
-$1.07M
5
AI
AXS Investments
New York
-$926K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$609M +$63.8M +707,459 +12%
Osaic Holdings
2
Osaic Holdings
Arizona
$292M +$13.8M +153,278 +5%
CCMG
3
Clark Capital Management Group
Pennsylvania
$208M +$15.2M +168,366 +8%
OPS
4
Orion Portfolio Solutions
Nebraska
$74.3M +$17.4M +192,276 +30%
Bank of America
5
Bank of America
North Carolina
$42.9M -$265K -2,938 -0.6%
LPL Financial
6
LPL Financial
California
$34.9M +$1.71M +18,990 +5%
Morgan Stanley
7
Morgan Stanley
New York
$30.3M +$3.95M +43,784 +15%
UBS Group
8
UBS Group
Switzerland
$15.2M +$5.65M +62,625 +59%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.9M +$90 +1 +0%
Wells Fargo
10
Wells Fargo
California
$13.5M +$3.64M +40,320 +37%
Truist Financial
11
Truist Financial
North Carolina
$12.6M +$11.1M +123,269 +745%
SWM
12
Spire Wealth Management
Virginia
$12.2M +$12M +131,782 +5,675%
LMIM
13
Lockheed Martin Investment Management
Maryland
$10.3M +$10.3M +113,700 New
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$10.1M +$10.1M +112,089 New
PWSG
15
Pacific Wealth Strategies Group
California
$8.61M +$231K +2,560 +3%
AWM
16
AE Wealth Management
Kansas
$8M +$3.36M +37,278 +73%
APA
17
American Portfolios Advisors
New York
$7.98M +$157K +1,743 +2%
KAS
18
Kestra Advisory Services
Texas
$7.64M +$1.44M +15,979 +23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7.12M +$579K +6,410 +9%
BRWA
20
B. Riley Wealth Advisors
Florida
$7.1M +$1.23M +13,596 +21%
RJA
21
Raymond James & Associates
Florida
$7.09M -$97.6K -1,082 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$6.55M -$346K -3,832 -5%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$6.35M +$6.35M +70,300 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.55M -$117K -1,295 -2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$5.38M +$3.02M +33,455 +128%
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