PKW icon

Invesco BuyBack Achievers ETF
PKW

Overview Fund Activity

224 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+9
Holders Change %
+4.19%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
63
Reduced
65
Closed
15
Calls
$1.03M
Puts
–
Net Calls
+$1.03M
Net Calls Change
+$143K

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$820M
2
Bank of America
Bank of America
North Carolina
+$12M
3
GM
GeoWealth Management
Illinois
+$8.48M
4
ECA
Elevation Capital Advisory
Oregon
+$8.48M
5
OCM
One Capital Management
California
+$3.3M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$2.13M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.36M
3
Morgan Stanley
Morgan Stanley
New York
-$1.09M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$998K
5
EWA
EP Wealth Advisors
California
-$687K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$7.72B +$820M +7,121 +12%
Bank of America
2
Bank of America
North Carolina
$80.8M +$12M +104,645 +18%
LPL Financial
3
LPL Financial
California
$43.7M +$953K +8,276 +2%
Morgan Stanley
4
Morgan Stanley
New York
$36.4M -$1.09M -9,498 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$28.8M +$28.8M +250,185 New
Wells Fargo
6
Wells Fargo
California
$19.6M +$411K +3,569 +2%
UBS Group
7
UBS Group
Switzerland
$13.5M -$395K -3,431 -3%
PWSG
8
Pacific Wealth Strategies Group
California
$13.2M +$29.9K +260 +0.2%
Truist Financial
9
Truist Financial
North Carolina
$11.8M +$2.92M +25,389 +33%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.9M +$2.66M +23,137 +32%
Mariner
11
Mariner
Kansas
$9.64M -$38.9K -338 -0.4%
CAG
12
Curtis Advisory Group
California
$9.2M +$898K +7,803 +11%
GM
13
GeoWealth Management
Illinois
$8.81M +$8.48M +73,660 +2,608%
ECA
14
Elevation Capital Advisory
Oregon
$8.81M +$8.48M +73,660 +2,608%
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$8.68M -$2.13M -19,777 -20%
RCA
16
Resonant Capital Advisors
Wisconsin
$7.38M – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7M +$232K +2,015 +3%
Ameriprise
18
Ameriprise
Minnesota
$6.58M -$479K -4,158 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.95M +$398K +3,458 +7%
CFA
20
Cahill Financial Advisors
Minnesota
$5.52M -$49K -426 -0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.12M +$2.19K +19 +0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.09M -$47.4K -412 -0.9%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.01M +$167K +1,447 +3%
WA
24
Waverly Advisors
Alabama
$4.79M +$3.18M +27,600 +197%
EH
25
Equitable Holdings
New York
$4.74M -$612K -5,314 -11%
1
2 3 4 5