Invesco BuyBack Achievers ETF
204 hedge funds and large institutions have $439M invested in Invesco BuyBack Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 77 reducing their positions, and 27 closing their positions.
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
2% less funds holding
Funds holding: 208 → 204 (-4)
39% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 77
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
43.24% less ownership
Funds ownership: 84.12% → 40.88% (-43%)
70% less capital invested
Capital invested by funds: $1.47B → $439M (-$1.03B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.6M |
| 2 |
Two Sigma Advisers
New York
|
+$3.37M |
| 3 |
JP Morgan Chase
New York
|
+$3.23M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.61M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$441M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$276M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$187M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$61.4M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$61.4M |
PKW Hedge Fund Activity: Q4 2023 in Review
204 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2023, worth a combined $439M — down 70% from $1.47B a quarter earlier.
Fund positioning in PKW was balanced in Q4 2023: 27 funds opened new positions, 27 closed out, 47 added to existing stakes and 77 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.6M. The largest seller was Envestnet Asset Management, cutting an estimated $441M.
- 204 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2023, down from 208 in Q3 2023.
- Funds reported $439M of Invesco BuyBack Achievers ETF stock for Q4 2023, down 70% quarter-over-quarter.
- 27 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2023 and 27 closed out, a net change of 0 holders.
- The largest Invesco BuyBack Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $31.6M added.
- The largest Invesco BuyBack Achievers ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $441M sold.
Based on aggregated 13F filings for Q4 2023.