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Invesco BuyBack Achievers ETF

226 hedge funds and large institutions have $8.22B invested in Invesco BuyBack Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,703% more capital invested

Capital invested by funds: $456M → $8.22B (+$7.76B)

107% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 215226 (+11)

3.01% more ownership

Funds ownership: 38.03%41.04% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 65

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% 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
31
Increased
63
Reduced
65
Closed
15
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$7.72B +$843K +7,121 +12%
Bank of America
2
Bank of America
North Carolina
$80.8M +$12.4M +104,645 +18%
LPL Financial
3
LPL Financial
California
$43.7M +$980K +8,276 +2%
Morgan Stanley
4
Morgan Stanley
New York
$36.4M -$1.12M -9,498 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$28.8M +$29.6M +250,185 New
Wells Fargo
6
Wells Fargo
California
$19.6M +$423K +3,569 +2%
UBS Group
7
UBS Group
Switzerland
$13.5M -$406K -3,431 -3%
PWSG
8
Pacific Wealth Strategies Group
California
$13.2M +$30.8K +260 +0.2%
Truist Financial
9
Truist Financial
North Carolina
$11.8M +$3.01M +25,389 +33%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.9M +$2.74M +23,137 +32%
Mariner
11
Mariner
Kansas
$9.64M -$40K -338 -0.4%
CAG
12
Curtis Advisory Group
California
$9.2M +$924K +7,803 +11%
ECA
13
Elevation Capital Advisory
Oregon
$8.81M +$8.72M +73,660 +2,608%
GM
14
GeoWealth Management
Illinois
$8.81M +$8.72M +73,660 +2,608%
LCWP
15
Legacy Capital Wealth Partners
Arkansas
$8.68M -$2.34M -19,777 -20%
RCA
16
Resonant Capital Advisors
Wisconsin
$7.38M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7M +$239K +2,015 +3%
Ameriprise
18
Ameriprise
Minnesota
$6.58M -$492K -4,158 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.95M +$409K +3,458 +7%
CFA
20
Cahill Financial Advisors
Minnesota
$5.52M -$50.4K -426 -0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.12M +$2.25K +19 +0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$5.09M -$48.8K -412 -0.9%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$5.01M +$171K +1,447 +3%
WA
24
Waverly Advisors
Alabama
$4.79M +$3.27M +27,600 +197%
EH
25
Equitable Holdings
New York
$4.74M -$629K -5,314 -11%

PKW Hedge Fund Activity: Q4 2024 in Review

226 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q4 2024, worth a combined $8.22B — up 1,703% from $456M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PKW positions and 15 closed out — a net gain of 16 holders — while 63 added to existing stakes and 65 trimmed.

The largest buyer was Bank of America, adding an estimated $12.4M. The largest seller was Legacy Capital Wealth Partners, cutting an estimated $2.34M.

  • 226 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q4 2024, up from 215 in Q3 2024.
  • Funds reported $8.22B of Invesco BuyBack Achievers ETF stock for Q4 2024, up 1,703% quarter-over-quarter.
  • 31 funds opened new Invesco BuyBack Achievers ETF positions in Q4 2024 and 15 closed out, a net change of +16 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $12.4M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q4 2024 was Legacy Capital Wealth Partners, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2024.