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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

208 hedge funds and large institutions have $1.47B invested in Invesco BuyBack Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+22
Holders Change %
+11.83%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
39
Increased
66
Reduced
52
Closed
16
Calls
$648K
Puts
–
Net Calls
+$648K
Net Calls Change
+$406K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$436M
2
Osaic Holdings
Osaic Holdings
Arizona
+$274M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$187M
4
BCI
Brinker Capital Investments
Pennsylvania
+$60.7M
5
OPS
Orion Portfolio Solutions
Nebraska
+$60.7M

Top Sellers

1
BCM
BlueCrest Capital Management
Jersey
-$3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.31M
3
Stifel Financial
Stifel Financial
Missouri
-$1.22M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
Goldman Sachs
Goldman Sachs
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$442M +$436M +4,842,343 +7,426%
Osaic Holdings
2
Osaic Holdings
Arizona
$277M +$274M +3,042,563 +9,452%
CCMG
3
Clark Capital Management Group
Pennsylvania
$187M +$187M +2,083,555 New
BCI
4
Brinker Capital Investments
Pennsylvania
$60.7M +$60.7M +674,250 New
OPS
5
Orion Portfolio Solutions
Nebraska
$60.7M +$60.7M +674,250 New
LPL Financial
6
LPL Financial
California
$45.3M +$15.4M +170,737 +51%
Bank of America
7
Bank of America
North Carolina
$43.8M -$1.2M -13,349 -3%
Morgan Stanley
8
Morgan Stanley
New York
$32.1M +$321K +3,565 +1%
Wells Fargo
9
Wells Fargo
California
$19.3M +$111K +1,231 +0.6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$15.8M -$152K -1,695 -1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$11.6M +$10.9M +120,875 +1,467%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$10.4M +$10.4M +116,137 New
UBS Group
13
UBS Group
Switzerland
$9.8M +$334K +3,710 +4%
LCWP
14
Legacy Capital Wealth Partners
Arkansas
$9.23M +$1.95M +21,632 +27%
PWSG
15
Pacific Wealth Strategies Group
California
$8.82M +$966K +10,741 +12%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.2M +$5.13M +57,022 +167%
CAN
17
Cetera Advisor Networks
California
$8.01M +$6.91M +76,846 +633%
CAG
18
Curtis Advisory Group
California
$7.99M -$13.7K -152 -0.2%
AWM
19
AE Wealth Management
Kansas
$7.82M +$7.82M +86,929 New
Truist Financial
20
Truist Financial
North Carolina
$7.59M +$1.1M +12,278 +17%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.46M +$702K +7,802 +10%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$6.63M +$6.66K +74 +0.1%
BRWA
23
B. Riley Wealth Advisors
Florida
$6.47M +$5.95M +66,176 +1,151%
Ameriprise
24
Ameriprise
Minnesota
$6.38M +$77.1K +853 +1%
SWM
25
SigFig Wealth Management
California
$6.35M +$6.35M +70,527 New
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