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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

193 hedge funds and large institutions have $483M invested in Invesco BuyBack Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-16
Holders Change %
-7.66%
% of All Funds
3.05%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
69
Reduced
49
Closed
23
Calls
$1.16M
Puts
$1.33M
Net Calls
-$165K
Net Calls Change
-$425K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$13.2M
2
Bank of America
Bank of America
North Carolina
+$12.4M
3
LPL Financial
LPL Financial
California
+$10.6M
4
GM
GeoWealth Management
Illinois
+$9.62M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$7.81M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$8.78M
2
AWM
AE Wealth Management
Kansas
-$5.97M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$5.56M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.24M
5
Truist Financial
Truist Financial
North Carolina
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$57.2M +$12.4M +136,826 +28%
LPL Financial
2
LPL Financial
California
$41.3M +$10.6M +117,169 +35%
Morgan Stanley
3
Morgan Stanley
New York
$36.4M +$1.76M +19,505 +5%
Wells Fargo
4
Wells Fargo
California
$33.4M +$13.2M +145,573 +65%
UBS Group
5
UBS Group
Switzerland
$15.2M +$1.13M +12,451 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.7M +$7.81M +86,298 +133%
LCWP
7
Legacy Capital Wealth Partners
Arkansas
$12.6M -$227K -2,508 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$12.6M -$8.78M -96,988 -41%
Truist Financial
9
Truist Financial
North Carolina
$11.3M -$3.7M -40,946 -25%
RJA
10
Raymond James & Associates
Florida
$11.1M +$2.89M +31,956 +35%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.5M -$1.38M -15,251 -12%
SWM
12
Spire Wealth Management
Virginia
$9.69M -$3.12M -34,505 -24%
GM
13
GeoWealth Management
Illinois
$9.62M +$9.62M +106,288 New
PWSG
14
Pacific Wealth Strategies Group
California
$9.53M +$135K +1,490 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.09M -$4.24M -46,875 -32%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$8.08M -$901K -9,959 -10%
OCM
17
One Capital Management
California
$7.6M +$7.6M +84,047 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$7.35M +$1.84M +20,299 +33%
DWMG
19
DB Wealth Management Group
California
$6.06M -$255K -2,821 -4%
RCA
20
Resonant Capital Advisors
Wisconsin
$5.79M +$109K +1,200 +2%
CAG
21
Curtis Advisory Group
California
$5.49M +$146K +1,613 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.22M -$54.1K -598 -1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$4.71M – – –
Ameriprise
24
Ameriprise
Minnesota
$4.62M -$960K -10,608 -17%
CFA
25
Cahill Financial Advisors
Minnesota
$4.6M -$20.3K -224 -0.4%
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