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Invesco BuyBack Achievers ETF

214 hedge funds and large institutions have $477M invested in Invesco BuyBack Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 69 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 53

1% less ownership

Funds ownership: 41.04%40.04% (-1%)

5% less funds holding

Funds holding: 226214 (-12)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

94% less capital invested

Capital invested by funds: $8.22B → $477M (-$7.74B)

Holders
214
Holders Change
-12
Holders Change %
-5.31%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
15
Increased
69
Reduced
53
Closed
21
Calls
$1.01M
Puts
Net Calls
+$1.01M
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$86.2M +$7.3M +62,705 +9%
LPL Financial
2
LPL Financial
California
$44.2M +$1.48M +12,694 +3%
Morgan Stanley
3
Morgan Stanley
New York
$35.7M +$63.7K +547 +0.2%
Raymond James Financial
4
Raymond James Financial
Florida
$30.3M +$2.14M +18,337 +7%
Wells Fargo
5
Wells Fargo
California
$20.5M +$1.4M +12,031 +7%
PWSG
6
Pacific Wealth Strategies Group
California
$12.9M +$41.3K +355 +0.3%
UBS Group
7
UBS Group
Switzerland
$12.2M -$1.05M -9,037 -8%
Mariner
8
Mariner
Kansas
$9.31M -$123K -1,055 -1%
CAG
9
Curtis Advisory Group
California
$8.76M -$250K -2,146 -3%
Truist Financial
10
Truist Financial
North Carolina
$8.15M -$3.5M -30,074 -29%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.52M -$3.27M -28,049 -30%
LCWP
12
Legacy Capital Wealth Partners
Arkansas
$7.26M -$1.27M -10,900 -14%
RCA
13
Resonant Capital Advisors
Wisconsin
$7.21M -$14.4K -124 -0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.59M -$268K -2,298 -4%
Koshinski Asset Management
15
Koshinski Asset Management
Illinois
$6.55M -$1.03M -8,887 -13%
Ameriprise
16
Ameriprise
Minnesota
$5.88M -$578K -4,963 -9%
CFA
17
Cahill Financial Advisors
Minnesota
$5.48M +$86.2K +740 +2%
EH
18
Equitable Holdings
New York
$5.21M +$589K +5,054 +12%
WA
19
Waverly Advisors
Alabama
$5.16M +$486K +4,173 +10%
PCIA
20
Prime Capital Investment Advisors
Kansas
$5.11M +$710K +6,099 +16%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.95M -$37.4K -321 -0.7%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$4.81M +$287K +2,466 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.74M -$283K -2,430 -5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.43M -$489K -4,197 -10%
Osaic Holdings
25
Osaic Holdings
Arizona
$4.16M -$1.72M -14,796 -29%

PKW Hedge Fund Activity: Q1 2025 in Review

214 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco BuyBack Achievers ETF (PKW) for Q1 2025, worth a combined $477M — down 94% from $8.22B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PKW and 15 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 69 added.

The largest buyer was Bank of America, adding an estimated $7.3M. The largest seller was GeoWealth Management, exiting entirely with an estimated $8.81M sold.

  • 214 institutional investors held Invesco BuyBack Achievers ETF (PKW) as of Q1 2025, down from 226 in Q4 2024.
  • Funds reported $477M of Invesco BuyBack Achievers ETF stock for Q1 2025, down 94% quarter-over-quarter.
  • 15 funds opened new Invesco BuyBack Achievers ETF positions in Q1 2025 and 21 closed out, a net change of -6 holders.
  • The largest Invesco BuyBack Achievers ETF buyer in Q1 2025 was Bank of America, an estimated $7.3M added.
  • The largest Invesco BuyBack Achievers ETF seller in Q1 2025 was GeoWealth Management, an estimated $8.81M sold.

Based on aggregated 13F filings for Q1 2025.