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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-4
Holders Change %
-1.92%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
27
Increased
47
Reduced
77
Closed
27
Calls
$79K
Puts
–
Net Calls
+$79K
Net Calls Change
-$569K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$34.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.65M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.5M
4
Bank of America
Bank of America
North Carolina
+$2.83M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$1.95M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$478M
2
Osaic Holdings
Osaic Holdings
Arizona
-$299M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$187M
4
BCI
Brinker Capital Investments
Pennsylvania
-$66.8M
5
OPS
Orion Portfolio Solutions
Nebraska
-$66.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.6M +$34.2M +345,660 +97%
Bank of America
2
Bank of America
North Carolina
$51M +$2.83M +28,584 +6%
LPL Financial
3
LPL Financial
California
$37.3M -$12.5M -126,487 -25%
Wells Fargo
4
Wells Fargo
California
$19M -$2.24M -22,584 -11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.6M +$260K +2,623 +1%
UBS Group
6
UBS Group
Switzerland
$10.6M -$145K -1,460 -1%
PWSG
7
Pacific Wealth Strategies Group
California
$10.1M +$372K +3,754 +4%
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$9.29M -$874K -8,827 -9%
Truist Financial
9
Truist Financial
North Carolina
$8.73M +$367K +3,703 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.22M -$478M -4,824,519 -98%
CAG
11
Curtis Advisory Group
California
$8.15M -$644K -6,505 -7%
Ameriprise
12
Ameriprise
Minnesota
$7.8M +$810K +8,177 +12%
RCA
13
Resonant Capital Advisors
Wisconsin
$6.33M – – –
RJA
14
Raymond James & Associates
Florida
$5.89M -$388K -3,922 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.69M +$119K +1,198 +2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$5.65M -$748K -7,553 -12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.41M -$1.89M -19,072 -26%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.26M -$299M -3,021,676 -98%
Mariner
19
Mariner
Kansas
$5.2M -$159K -1,601 -3%
CFA
20
Cahill Financial Advisors
Minnesota
$4.91M -$208K -2,105 -4%
EH
21
Equitable Holdings
New York
$4.76M +$80.1K +809 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.75M -$220K -2,218 -4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$4.36M -$4.65K -47 -0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$4.26M -$3.95M -39,868 -48%
NAM
25
NorthCrest Asset Manangement
Minnesota
$4.16M -$54.3K -548 -1%
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