We are live on ! Find out more
PKW icon

Invesco BuyBack Achievers ETF

215 hedge funds and large institutions have $456M invested in Invesco BuyBack Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,018% more call options, than puts

Call options by funds: $893K | Put options by funds: $11K

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $411M → $456M (+$44.5M)

7% more funds holding

Funds holding: 201215 (+14)

0.35% more ownership

Funds ownership: 37.68%38.03% (+0.35%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

Holders
215
Holders Change
+14
Holders Change %
+6.97%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
66
Closed
5
Calls
$893K
Puts
$11K
Net Calls
+$882K
Net Calls Change
+$893K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$68.4M +$2.34M +21,656 +4%
LPL Financial
2
LPL Financial
California
$42.5M -$2.16M -19,908 -5%
Morgan Stanley
3
Morgan Stanley
New York
$37.3M +$336K +3,106 +1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.9M +$303K +2,801 +2%
Wells Fargo
5
Wells Fargo
California
$19.1M -$862K -7,961 -5%
UBS Group
6
UBS Group
Switzerland
$13.8M +$1.03M +9,501 +9%
PWSG
7
Pacific Wealth Strategies Group
California
$13.1M +$979K +9,046 +9%
LCWP
8
Legacy Capital Wealth Partners
Arkansas
$11M +$2.33M +21,547 +27%
Mariner
9
Mariner
Kansas
$9.62M +$4.66K +43 +0.1%
RJA
10
Raymond James & Associates
Florida
$8.82M -$162K -1,501 -2%
Truist Financial
11
Truist Financial
North Carolina
$8.82M -$101K -930 -1%
CAG
12
Curtis Advisory Group
California
$8.26M +$115K +1,064 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$8.21M +$80.4K +743 +1%
RCA
14
Resonant Capital Advisors
Wisconsin
$7.34M
Ameriprise
15
Ameriprise
Minnesota
$7.02M +$64.1K +592 +1%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$6.86M +$611K +5,646 +10%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.73M -$13.1K -121 -0.2%
CFA
18
Cahill Financial Advisors
Minnesota
$5.54M -$79.1K -731 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.52M -$298K -2,751 -5%
EH
20
Equitable Holdings
New York
$5.33M -$57.6K -532 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.11M +$195K +1,799 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.09M -$63.2K -584 -1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$4.82M -$9.09K -84 -0.2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$4.61M +$97.8K +903 +2%
PCIA
25
Prime Capital Investment Advisors
Kansas
$4.26M -$33.3K -308 -0.8%

PKW Hedge Fund Activity: Q3 2024 in Review

215 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q3 2024, worth a combined $456M — up 11% from $411M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PKW positions and 5 closed out — a net gain of 15 holders — while 58 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $2.34M. The largest seller was Bank of New York Mellon, cutting an estimated $2.34M.

  • 215 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $456M of Invesco BuyBack Achievers ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 20 funds opened new Invesco BuyBack Achievers ETF positions in Q3 2024 and 5 closed out, a net change of +15 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q3 2024 was Bank of America, an estimated $2.34M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q3 2024 was Bank of New York Mellon, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2024.