We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

210 hedge funds and large institutions have $481M invested in Invesco BuyBack Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $425M → $481M (+$56.2M)

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

7% more funds holding

Funds holding: 197210 (+13)

14.53% less ownership

Funds ownership: 46.2%31.67% (-15%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
3.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
61
Reduced
54
Closed
18
Calls
$260K
Puts
Net Calls
+$260K
Net Calls Change
+$124K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$47.8M +$1.82M +19,191 +4%
Morgan Stanley
2
Morgan Stanley
New York
$36.9M +$2.99M +31,473 +9%
LPL Financial
3
LPL Financial
California
$32.7M +$3.46M +36,520 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$22.8M +$16.8M +177,127 +301%
Wells Fargo
5
Wells Fargo
California
$21.6M +$7.49M +78,965 +55%
Truist Financial
6
Truist Financial
North Carolina
$16M +$1.54M +16,182 +11%
UBS Group
7
UBS Group
Switzerland
$15M -$1.54M -16,272 -9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$14.2M +$1.14M +12,043 +9%
SWM
9
Spire Wealth Management
Virginia
$13.7M +$760K +8,010 +6%
LCWP
10
Legacy Capital Wealth Partners
Arkansas
$13.6M -$227M -2,394,367 -94%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.7M -$1.9M -19,999 -13%
PWSG
12
Pacific Wealth Strategies Group
California
$10M +$601K +6,331 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.57M +$608K +6,414 +7%
RJA
14
Raymond James & Associates
Florida
$8.73M +$344K +3,628 +4%
FIG
15
FundX Investment Group
California
$8.69M +$2.53M +26,682 +42%
DWMG
16
DB Wealth Management Group
California
$6.74M +$923K +9,731 +16%
AWM
17
AE Wealth Management
Kansas
$6.64M +$819K +8,637 +14%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.25M -$3.56M -37,505 -37%
RCA
19
Resonant Capital Advisors
Wisconsin
$6.05M -$26.9K -284 -0.5%
Ameriprise
20
Ameriprise
Minnesota
$5.96M +$670K +7,066 +13%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.88M +$250K +2,638 +5%
CAG
22
Curtis Advisory Group
California
$5.7M -$37.5K -395 -0.7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.63M -$124K -1,307 -2%
LMIM
24
Lockheed Martin Investment Management
Maryland
$5.56M
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$5.03M -$1.33M -14,000 -21%

PKW Hedge Fund Activity: Q4 2021 in Review

210 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2021, worth a combined $481M — up 13% from $425M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PKW positions and 18 closed out — a net gain of 14 holders — while 61 added to existing stakes and 54 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $16.8M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $227M.

  • 210 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2021, up from 197 in Q3 2021.
  • Funds reported $481M of Invesco BuyBack Achievers ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 32 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2021 and 18 closed out, a net change of +14 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2021 was Osaic Holdings, an estimated $16.8M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2021 was Legacy Capital Wealth Partners, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2021.