PKW icon

Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

182 hedge funds and large institutions have $349M invested in Invesco BuyBack Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 80 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-19
Holders Change %
-9.45%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
19
Increased
32
Reduced
80
Closed
31
Calls
$340K
Puts
–
Net Calls
+$340K
Net Calls Change
+$84K

Top Buyers

1
NAM
NorthCrest Asset Manangement
Minnesota
+$3.78M
2
Morgan Stanley
Morgan Stanley
New York
+$3.1M
3
FTUS
Flow Traders U.S.
New York
+$2.76M
4
EH
Equitable Holdings
New York
+$1.9M
5
Goldman Sachs
Goldman Sachs
New York
+$1.82M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$258M
2
Osaic Holdings
Osaic Holdings
Arizona
-$133M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$98.5M
4
OPS
Orion Portfolio Solutions
Nebraska
-$36.3M
5
LPL Financial
LPL Financial
California
-$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$42.9M -$224K -2,635 -0.5%
LPL Financial
2
LPL Financial
California
$33.4M -$11.5M -134,649 -26%
Morgan Stanley
3
Morgan Stanley
New York
$31.2M +$3.1M +36,420 +11%
Wells Fargo
4
Wells Fargo
California
$24.4M -$4.65M -54,606 -16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15M -$1.07M -12,559 -7%
LCWP
6
Legacy Capital Wealth Partners
Arkansas
$11.3M -$503K -5,909 -4%
UBS Group
7
UBS Group
Switzerland
$10M -$539K -6,331 -5%
RJA
8
Raymond James & Associates
Florida
$8.8M -$562K -6,608 -6%
PWSG
9
Pacific Wealth Strategies Group
California
$7.13M +$697K +8,192 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$7.12M -$119K -1,401 -2%
Truist Financial
11
Truist Financial
North Carolina
$6.52M -$388K -4,563 -6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.38M -$963K -11,324 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.94M -$258M -3,031,650 -98%
Ameriprise
14
Ameriprise
Minnesota
$5.87M +$1.64M +19,280 +39%
CAG
15
Curtis Advisory Group
California
$5.69M +$62.8K +738 +1%
RCA
16
Resonant Capital Advisors
Wisconsin
$5.44M – – –
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$4.69M -$314K -3,693 -6%
Mariner
18
Mariner
Kansas
$4.62M +$16.2K +190 +0.4%
CFA
19
Cahill Financial Advisors
Minnesota
$4.44M +$80.7K +949 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.38M -$1M -11,798 -19%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.17M -$133M -1,558,060 -97%
NAM
22
NorthCrest Asset Manangement
Minnesota
$3.78M +$3.78M +44,404 New
EH
23
Equitable Holdings
New York
$3.43M +$1.9M +22,293 +124%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.25M -$5.36K -63 -0.2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$2.97M +$1.14M +13,423 +63%
1
2 3 4 5