We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

183 hedge funds and large institutions have $360M invested in Invesco BuyBack Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 66 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $930K

2.84% less ownership

Funds ownership: 33.64%30.8% (-2.8%)

6% less funds holding

Funds holding: 194183 (-11)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25% less capital invested

Capital invested by funds: $483M → $360M (-$123M)

36% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 66

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
183
Holders Change
-11
Holders Change %
-5.67%
% of All Funds
3.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
42
Reduced
66
Closed
25
Calls
$1.11M
Puts
$930K
Net Calls
+$179K
Net Calls Change
+$344K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$45.6M -$3.71M -43,771 -7%
LPL Financial
2
LPL Financial
California
$30.5M -$5.38M -63,505 -14%
Wells Fargo
3
Wells Fargo
California
$27.1M -$1.64M -19,400 -5%
Morgan Stanley
4
Morgan Stanley
New York
$26.7M -$4.89M -57,632 -14%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$16.1M +$10.1M +118,861 +133%
UBS Group
6
UBS Group
Switzerland
$13.6M +$707K +8,341 +5%
LCWP
7
Legacy Capital Wealth Partners
Arkansas
$10.9M +$139K +1,637 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.4M -$1.42M -16,742 -11%
RJA
9
Raymond James & Associates
Florida
$9.08M -$448K -5,290 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.07M -$2.14M -25,230 -22%
Truist Financial
11
Truist Financial
North Carolina
$7M -$2.95M -34,808 -28%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.29M -$1.64M -19,352 -19%
FA
13
Fermata Advisors
California
$5.87M +$2.47M +29,143 +63%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$5.57M -$794K -9,366 -12%
RCA
15
Resonant Capital Advisors
Wisconsin
$4.95M
CAG
16
Curtis Advisory Group
California
$4.87M +$182K +2,143 +4%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.63M +$2.73M +32,222 +117%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.39M -$94.9K -1,120 -2%
MIAN
19
Mariner Independent Advisor Network
Kansas
$4.16M +$4.55M +53,661 New
Ameriprise
20
Ameriprise
Minnesota
$4.11M +$162K +1,914 +4%
PWSG
21
Pacific Wealth Strategies Group
California
$4.03M -$4.51M -53,246 -51%
CFA
22
Cahill Financial Advisors
Minnesota
$3.95M +$5.85K +69 +0.1%
DWMG
23
DB Wealth Management Group
California
$3.28M -$2.09M -24,636 -37%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.08M -$4.92K -58 -0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$3M -$616K -7,265 -16%

PKW Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q2 2022, worth a combined $360M — down 25% from $483M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PKW and 15 opened new positions — a net loss of 10 holders — while 66 trimmed existing stakes and 42 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.1M. The largest seller was GeoWealth Management, exiting entirely with an estimated $9.62M sold.

  • 183 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q2 2022, down from 194 in Q1 2022.
  • Funds reported $360M of Invesco BuyBack Achievers ETF stock for Q2 2022, down 25% quarter-over-quarter.
  • 15 funds opened new Invesco BuyBack Achievers ETF positions in Q2 2022 and 25 closed out, a net change of -10 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q2 2022 was Raymond James Financial Services Advisors, an estimated $10.1M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q2 2022 was GeoWealth Management, an estimated $9.62M sold.

Based on aggregated 13F filings for Q2 2022.