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Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

200 hedge funds and large institutions have $409M invested in Invesco BuyBack Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-4
Holders Change %
-1.96%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
59
Reduced
59
Closed
14
Calls
$10K
Puts
$21K
Net Calls
-$11K
Net Calls Change
-$400K

Top Buyers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
+$8.18M
2
Bank of America
Bank of America
North Carolina
+$4.55M
3
SPL
Smart Portfolios LLC
Washington
+$2.29M
4
RJA
Raymond James & Associates
Florida
+$2.23M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.69M

Top Sellers

1
BRWA
B. Riley Wealth Advisors
Florida
-$6.47M
2
Goldman Sachs
Goldman Sachs
New York
-$3.49M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$1.3M
4
SOS
Silver Oak Securities
Tennessee
-$1.28M
5
CAG
Curtis Advisory Group
California
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$59.8M +$4.55M +43,792 +8%
LPL Financial
2
LPL Financial
California
$40.7M -$105K -1,012 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$33.5M -$1.17M -11,306 -3%
Wells Fargo
4
Wells Fargo
California
$18.1M -$155K -1,492 -0.8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$17.8M -$975K -9,381 -5%
UBS Group
6
UBS Group
Switzerland
$11.5M -$416K -4,007 -3%
PWSG
7
Pacific Wealth Strategies Group
California
$10.9M +$71.1K +684 +0.7%
Mariner
8
Mariner
Kansas
$8.73M -$27.5K -265 -0.3%
LCWP
9
Legacy Capital Wealth Partners
Arkansas
$8.18M +$8.18M +78,768 New
RJA
10
Raymond James & Associates
Florida
$8.16M +$2.23M +21,481 +38%
Truist Financial
11
Truist Financial
North Carolina
$8.1M -$546K -5,257 -6%
CAG
12
Curtis Advisory Group
California
$7.38M -$1.21M -11,680 -14%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.37M -$419K -4,031 -5%
RCA
14
Resonant Capital Advisors
Wisconsin
$6.66M – – –
Ameriprise
15
Ameriprise
Minnesota
$6.34M -$715K -6,845 -10%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.12M -$22.1K -213 -0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.67M – – –
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$5.56M +$1.69M +16,512 +44%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.3M -$176K -1,693 -3%
CFA
20
Cahill Financial Advisors
Minnesota
$5.1M -$67.3K -648 -1%
EH
21
Equitable Holdings
New York
$4.89M +$72.9K +702 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.68M -$153K -1,469 -3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.45M +$76.1K +732 +2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.38M -$74.3K -715 -2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.09M -$7.27K -70 -0.2%
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