Invesco Buyback Achievers EtPKWETF
13F holders, Q2 2024 (June 30)200holders −1
11new positions
14sold out
2famous investors
$103.90avg. 13F price*
At the end of Q2 2024, 200 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, down 1 from Q1 2024. 11 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($59.8M), LPL Financial LLC ($40.7M) and Morgan Stanley ($33.5M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Buyback Achievers Et
- CUSIP
- 46137V308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.9M |
| Exits | 14 | $13.8M |
All 13F filers, Q1 2024 → Q2 2024: 254,344 shares bought and 241,243 shares sold, net +13,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Bank of America Corp. | 0.01% | Add +8.2% | 575,767 | $59.8M |
| LPL Financial LLC | 0.02% | Reduce -0.3% | 391,256 | $40.7M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 322,815 | $33.5M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 174,473 | $18.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -5.2% | 171,062 | $17.8M |
| UBS Group AG | 0.00% | Reduce -3.5% | 111,015 | $11.5M |
| Pacific Wealth Strategies Group, Inc. | 9.05% | Add +0.7% | 105,113 | $10.9M |
| Mariner, LLC | 0.02% | Reduce -0.3% | 83,992 | $8.7M |
| Legacy Capital Wealth Partners, LLC | 2.08% | New | 78,768 | $8.2M |
| Raymond James & Associates | 0.01% | Add +37.6% | 78,539 | $8.2M |
| Truist Financial Corp. | 0.01% | Reduce -6.3% | 77,939 | $8.1M |
| Curtis Advisory Group, LLC | 2.60% | Reduce -14.1% | 71,035 | $7.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.4% | 70,908 | $7.4M |
| Resonant Capital Advisors, LLC | 0.54% | No change | 64,084 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.1% | 60,695 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.4% | 58,909 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | No change | 54,592 | $5.7M |
| Koshinski Asset Management, Inc. | 0.52% | Add +43.7% | 54,288 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.2% | 50,961 | $5.3M |
| Cahill Financial Advisors Inc. | 0.70% | Reduce -1.3% | 49,082 | $5.1M |
| Equitable Holdings, Inc. | 0.05% | Add +1.5% | 47,032 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 45,036 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.7% | 42,822 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 42,183 | $4.4M |
| FMR LLC | 0.00% | Reduce -0.2% | 39,384 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 38,760 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -2.6% | 37,468 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.4% | 31,199 | $3.2M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -3.2% | 28,244 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +4.9% | 28,096 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 27,412 | $2.8M |
| 9258 Wealth Management, LLC | 0.44% | No change | 27,250 | $2.8M |
| Madison Asset Management, LLC | 0.03% | Reduce -2.1% | 23,058 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +105.5% | 22,817 | $2.4M |
| Smart Portfolios, LLC | 2.31% | New | 22,047 | $2.3M |
| Park Edge Advisors, LLC | 0.66% | Add +2.3% | 20,836 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -4.6% | 20,761 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 20,429 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +50.8% | 19,706 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 18,981 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +12.7% | 18,841 | $2.0M |
| Essex Financial Services, Inc. | 0.13% | Add +6.7% | 16,285 | $1.7M |
| Scotia Capital Inc. | 0.01% | Reduce -3.2% | 15,785 | $1.6M |
| Breakwater Capital Group | 0.36% | Add +8.4% | 15,271 | $1.6M |
| Pacific Sun Financial Corp | 0.92% | Reduce -2.5% | 15,020 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -4.5% | 14,073 | $1.5M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.3% | 13,996 | $1.5M |
| Carnegie Investment Counsel | 0.04% | Add +13.5% | 13,860 | $1.4M |
| IFG Advisory, LLC | 0.08% | Reduce -3.9% | 12,663 | $1.3M |
| One Wealth Map LLC | 0.75% | Add +1.8% | 11,350 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +17.3% | 11,024 | $1.1M |
| Creative Planning | 0.00% | Add +11.9% | 10,935 | $1.1M |
| Tsfg, LLC | 0.26% | No change | 10,751 | $1.1M |
| Destiny Wealth Partners, LLC | 0.19% | No change | 10,244 | $1.1M |
| Tempus Wealth Planning, LLC | 0.44% | Add +4.2% | 10,128 | $1.1M |
| Argent Trust Co | 0.05% | No change | 9,858 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -40.7% | 9,626 | $1.0M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,600 | $997K |
| Gator Capital Management, LLC | 0.49% | No change | 9,376 | $974K |
| Tradition Wealth Management, LLC | 0.09% | Add +7.3% | 9,213 | $957K |
| Roman Butler Fullerton & Co. | 0.31% | Reduce -1.9% | 9,177 | $946K |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.0% | 8,850 | $920K |
| GTS Securities LLC | 0.02% | New | 8,625 | $896K |
| Independent Family Office, LLC | 0.50% | No change | 8,414 | $874K |
| AllSquare Wealth Management LLC | 0.51% | Reduce -1.8% | 8,100 | $842K |
| Cibc World Market Inc. | 0.00% | Reduce -0.1% | 7,915 | $822K |
| Collaborative Wealth Managment Inc. | 0.39% | No change | 7,711 | $801K |
| S.A. Mason LLC | 0.44% | Add +0.0% | 7,530 | $782K |
| &partners | 0.03% | Add +25.0% | 7,485 | $778K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.6% | 7,426 | $772K |
| Calton & Associates, Inc. | 0.37% | Reduce -6.0% | 7,190 | $747K |
| Ancora Advisors LLC | 0.02% | Add +5.9% | 7,132 | $741K |
| Northeast Financial Consultants Inc | 0.03% | No change | 7,100 | $738K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +2.8% | 6,532 | $679K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.8% | 6,249 | $649K |
| SignalPoint Asset Management, LLC | 0.17% | Reduce -3.4% | 6,089 | $633K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.0% | 6,040 | $628K |
| Lane & Associates LLC | 0.36% | Reduce -38.6% | 5,928 | $616K |
| MAI Capital Management | 0.01% | Add +0.4% | 5,853 | $608K |
| Independent Wealth Network Inc. | 0.28% | Reduce -0.2% | 5,732 | $596K |
| JBR Co Financial Management Inc | 0.41% | Add +25.8% | 5,570 | $579K |
| Montag A & Associates Inc. | 0.03% | Add +0.1% | 5,426 | $564K |
| Cwm, LLC | 0.00% | Reduce -0.0% | 5,338 | $555K |
| Principal Securities, Inc. | 0.02% | Add +3.3% | 5,316 | $552K |
| Merit Financial Group, LLC | 0.01% | Reduce -4.7% | 5,277 | $548K |
| Means Investment Co., Inc. | 0.06% | Add +0.1% | 5,161 | $536K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.9% | 5,144 | $534K |
| WealthBridge Capital Management, LLC | 0.17% | Add +15.5% | 4,962 | $516K |
| BigSur Wealth Management LLC | 0.16% | No change | 4,900 | $509K |
| Wintrust Investments LLC | 0.04% | No change | 4,486 | $466K |
| Petix & Botte Co | 0.13% | Add +100.0% | 4,296 | $446K |
| National Bank of Canada | 0.00% | Reduce -1.3% | 4,245 | $437K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 4,162 | $432K |
| Stokes Family Office, LLC | 0.05% | No change | 4,060 | $422K |
| Sensible Money, LLC | 0.20% | No change | 4,019 | $418K |
| Financial Advocates Investment Management | 0.03% | Reduce -46.6% | 3,999 | $416K |
| Asset Dedication, LLC | 0.03% | No change | 3,982 | $414K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 3,926 | $408K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.0% | 3,871 | $402K |
| Modern Wealth Management, LLC | 0.03% | New | 3,763 | $391K |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.