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 |
| Archer Investment Corp | 0.11% | No change | 3,604 | $374K |
| Citigroup Inc. | 0.00% | Add +35.4% | 3,554 | $369K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.4% | 3,529 | $367K |
| Leelyn Smith, LLC | 0.07% | No change | 3,526 | $366K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 3,506 | $364K |
| WBH Advisory Inc. | 0.04% | Reduce -4.9% | 3,409 | $354K |
| Pure Financial Advisors, LLC | 0.01% | No change | 3,340 | $347K |
| Integrated Wealth Concepts LLC | 0.00% | Add +15.2% | 3,320 | $345K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.1% | 3,299 | $343K |
| Ergawealth Advisors, Inc. | 0.19% | Add +13.5% | 3,287 | $342K |
| M&T Bank Corp | 0.00% | No change | 3,250 | $338K |
| Hudock, Inc. | 0.06% | New | 3,236 | $336K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 3,229 | $335K |
| Regal Investment Advisors LLC | 0.02% | Add +1.0% | 3,204 | $333K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 3,160 | $328K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 3,129 | $325K |
| Quantinno Capital Management LP | 0.01% | Add +13.2% | 3,060 | $318K |
| Capital Market Strategies LLC | 0.20% | No change | 2,996 | $311K |
| American Institute for Advanced Investment Management, LLP | 0.23% | Reduce -24.0% | 2,900 | $301K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,900 | $301K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,883 | $300K |
| Bank of Montreal | 0.00% | Reduce -25.2% | 2,834 | $296K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.4% | 2,828 | $294K |
| Measured Wealth Private Client Group, LLC | 0.10% | Reduce -0.9% | 2,691 | $280K |
| Miller Investment Management, LP | 0.03% | No change | 2,675 | $278K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 2,656 | $276K |
| Corient Private Wealth LP | 0.00% | Reduce -27.8% | 2,645 | $275K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,650 | $273K |
| 360 Financial, Inc. | 0.10% | No change | 2,608 | $271K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.0% | 2,600 | $270K |
| Triton Wealth Management, PLLC | 0.16% | No change | 2,528 | $269K |
| Banco Santander, S.A. | 0.00% | No change | 2,554 | $265K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 2,499 | $260K |
| Tiaa Trust, National Association | 0.00% | New | 2,490 | $259K |
| Tidemark, LLC | 0.11% | Add +7.1% | 2,379 | $247K |
| Jones Financial Companies LLLP | 0.00% | Add +104.2% | 2,350 | $244K |
| Sentry LLC | 0.04% | No change | 2,340 | $243K |
| 1858 Wealth Management, LLC | 0.20% | No change | 2,295 | $238K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,300 | $236K |
| US Bancorp \de | 0.00% | No change | 2,253 | $234K |
| Lanark Financial, Inc. | 0.02% | No change | 2,171 | $225K |
| D. E. Shaw & Co. | 0.00% | New | 2,140 | $222K |
| PFG Advisors | 0.01% | No change | 2,125 | $221K |
| RVW Wealth, LLC | 0.02% | No change | 2,115 | $220K |
| Financial Security Advisor, Inc. | 0.07% | Add +0.2% | 2,104 | $219K |
| Aspect Partners, LLC | 0.13% | Add +0.2% | 2,077 | $216K |
| Mission Wealth Management, LP | 0.01% | No change | 2,000 | $208K |
| Apollon Financial, LLC | 0.07% | Add +0.1% | 1,985 | $206K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,980 | $206K |
| Trust Co. of Vermont | 0.01% | No change | 1,751 | $182K |
| Citadel Advisors | 0.00% | Add +2.7% | 1,694 | $176K |
| Sandy Spring Bank | 0.01% | No change | 1,534 | $159K |
| Parallel Advisors, LLC | 0.00% | No change | 1,421 | $148K |
| Tyler-Stone Wealth Management | 0.06% | No change | 1,351 | $140K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,300 | $135K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -46.0% | 1,169 | $121K |
| True Wealth Design, LLC | 0.03% | Reduce -3.7% | 1,143 | $119K |
| Coppell Advisory Solutions LLC | 0.02% | — | 1,132 | $118K |
| Private Trust Co. NA | 0.01% | Add +214.6% | 1,101 | $114K |
| Allworth Financial LP | 0.00% | No change | 1,061 | $113K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 964 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.3% | 834 | $86K |
| Sound Income Strategies, LLC | 0.01% | No change | 813 | $84K |
| Comerica Bank | 0.00% | Reduce -6.1% | 753 | $78K |
| Fifth Third Bancorp | 0.00% | No change | 750 | $78K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.2% | 705 | $73K |
| Blair William & Co. | 0.00% | No change | 660 | $69K |
| Global Retirement Partners, LLC | 0.00% | Add +12.6% | 645 | $67K |
| Realta Investment Advisors | 0.01% | Reduce -34.0% | 580 | $60K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 559 | $58K |
| BlackRock Inc. | 0.00% | No change | 500 | $52K |
| Creative Capital Management Investments LLC | 0.02% | No change | 375 | $39K |
| Main Street Group, LTD | 0.02% | No change | 361 | $37K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -15.5% | 350 | $36K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 337 | $35K |
| Barclays PLC | 0.00% | No change | 336 | $35K |
| Larson Financial Group LLC | 0.00% | New | 300 | $31K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.0% | 291 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +3.3% | 280 | $28K |
| Addison Advisors LLC | 0.01% | No change | 264 | $27K |
| IFP Advisors, Inc | 0.00% | No change | 230 | $24K |
| Element Wealth, LLC | 0.01% | No change | 225 | $23K |
| PSI Advisors, LLC | 0.01% | Add +0.5% | 214 | $22K |
| Blue Trust, Inc. | 0.00% | No change | 189 | $20K |
| Simplex Trading, LLC | 0.00% | New | 199 | $20K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 176 | $18K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -98.6% | 175 | $18K |
| HM Payson & Co. | 0.00% | No change | 125 | $13K |
| First Community Trust NA | 0.01% | No change | 110 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 100 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 100 | $10K |
| AlphaMark Advisors, LLC | 0.00% | New | 99 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $8K |
| Kozak & Associates, Inc. | 0.00% | No change | 59 | $6K |
| AdvisorNet Financial, Inc | 0.00% | No change | 37 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 32 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 18 | $2K |
| Hershey Financial Advisers, LLC | 0.00% | — | 15 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $416 |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.