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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

186 hedge funds and large institutions have $350M invested in Invesco BuyBack Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
2.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
20
Increased
46
Reduced
66
Closed
14
Calls
$242K
Puts
–
Net Calls
+$242K
Net Calls Change
-$98K

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$3.39M
2
BCM
BlueCrest Capital Management
Jersey
+$3M
3
CAG
Curtis Advisory Group
California
+$1.97M
4
AF
Allworth Financial
California
+$1.77M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.29M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$6.59M
2
LPL Financial
LPL Financial
California
-$5.38M
3
LCWP
Legacy Capital Wealth Partners
Arkansas
-$4.65M
4
RJA
Raymond James & Associates
Florida
-$3.45M
5
FTUS
Flow Traders U.S.
New York
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$44.7M -$375K -4,192 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$31.6M -$1.17M -13,025 -4%
LPL Financial
3
LPL Financial
California
$29.7M -$5.38M -60,125 -15%
Wells Fargo
4
Wells Fargo
California
$19.1M -$6.59M -73,620 -26%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.8M +$43.5K +486 +0.3%
UBS Group
6
UBS Group
Switzerland
$9.42M -$1.1M -12,272 -10%
CAG
7
Curtis Advisory Group
California
$7.96M +$1.97M +22,030 +33%
PWSG
8
Pacific Wealth Strategies Group
California
$7.81M +$307K +3,433 +4%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$7.25M -$4.65M -51,933 -39%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$6.72M +$16.5K +185 +0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.58M -$904K -10,111 -12%
Truist Financial
12
Truist Financial
North Carolina
$6.45M -$401K -4,480 -6%
Ameriprise
13
Ameriprise
Minnesota
$6.26M +$52.6K +586 +0.8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.83M -$414K -4,629 -7%
RJA
15
Raymond James & Associates
Florida
$5.8M -$3.45M -38,601 -37%
RCA
16
Resonant Capital Advisors
Wisconsin
$5.72M – – –
Mariner
17
Mariner
Kansas
$4.86M +$3.85K +43 +0.1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.78M -$149K -1,667 -3%
CFA
19
Cahill Financial Advisors
Minnesota
$4.68M +$8.95K +100 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$4.48M +$37.6K +420 +0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.36M -$246K -2,748 -5%
EH
22
Equitable Holdings
New York
$4.01M +$405K +4,524 +11%
NAM
23
NorthCrest Asset Manangement
Minnesota
$3.94M -$27.2K -304 -0.7%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$3.44M +$23.7K +265 +0.7%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$3.43M +$314K +3,514 +10%
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