Invesco Buyback Achievers EtPKWETF
13F holders, Q3 2024 (September 30)214holders +14
20new positions
6sold out
2famous investors
$114.31avg. 13F price*
At the end of Q3 2024, 214 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, up 14 from Q2 2024. 20 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($68.4M), LPL Financial LLC ($42.5M) and Morgan Stanley ($37.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Invesco Buyback Achievers Et
- CUSIP
- 46137V308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.8M |
| Exits | 6 | $2.3M |
All 13F filers, Q2 2024 → Q3 2024: 160,292 shares bought and 131,418 shares sold, net +28,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Bank of America Corp. | 0.01% | Add +3.8% | 597,423 | $68.4M |
| LPL Financial LLC | 0.02% | Reduce -5.1% | 371,348 | $42.5M |
| Morgan Stanley | 0.00% | Add +1.0% | 325,921 | $37.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +1.6% | 173,863 | $19.9M |
| Wells Fargo & Company | 0.00% | Reduce -4.6% | 166,512 | $19.1M |
| UBS Group AG | 0.00% | Add +8.6% | 120,516 | $13.8M |
| Pacific Wealth Strategies Group, Inc. | 9.73% | Add +8.6% | 114,159 | $13.1M |
| Legacy Capital Wealth Partners, LLC | 2.19% | Add +27.4% | 100,315 | $11.0M |
| Mariner, LLC | 0.02% | Add +0.1% | 84,035 | $9.6M |
| Raymond James & Associates | 0.01% | Reduce -1.9% | 77,038 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -1.2% | 77,009 | $8.8M |
| Curtis Advisory Group, LLC | 2.34% | Add +1.5% | 72,099 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 71,651 | $8.2M |
| Resonant Capital Advisors, LLC | 0.54% | No change | 64,084 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 61,287 | $7.0M |
| Koshinski Asset Management, Inc. | 0.59% | Add +10.4% | 59,934 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 58,788 | $6.7M |
| Cahill Financial Advisors Inc. | 0.76% | Reduce -1.5% | 48,351 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.4% | 48,210 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.1% | 46,500 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.2% | 44,621 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 44,452 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.2% | 42,099 | $4.8M |
| FMR LLC | 0.00% | Add +2.3% | 40,287 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -0.8% | 37,160 | $4.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -39.7% | 32,940 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 31,781 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +2.9% | 28,916 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -27.2% | 28,231 | $3.2M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -1.4% | 27,852 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 27,601 | $3.2M |
| Park Edge Advisors, LLC | 0.86% | Add +26.9% | 26,431 | $3.0M |
| Madison Asset Management, LLC | 0.03% | No change | 23,058 | $2.6M |
| 9258 Wealth Management, LLC | 0.36% | Reduce -22.0% | 21,250 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -1.1% | 20,528 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 20,406 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.15% | Add +1.4% | 19,983 | $2.3M |
| Smart Portfolios, LLC | 2.27% | Reduce -11.9% | 19,428 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.8% | 18,986 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 18,502 | $2.1M |
| Essex Financial Services, Inc. | 0.14% | Add +1.7% | 16,567 | $1.9M |
| Breakwater Capital Group | 0.37% | Add +5.7% | 16,145 | $1.8M |
| Scotia Capital Inc. | 0.01% | Add +0.0% | 15,787 | $1.8M |
| Pacific Sun Financial Corp | 0.95% | Reduce -0.3% | 14,980 | $1.7M |
| Carnegie Investment Counsel | 0.05% | Add +5.6% | 14,635 | $1.7M |
| Waverly Advisors, LLC | 0.03% | No change | 13,996 | $1.6M |
| IFG Advisory, LLC | 0.10% | Add +10.5% | 13,987 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.0% | 14,209 | $1.6M |
| One Wealth Map LLC | 0.81% | Add +4.4% | 11,854 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 11,865 | $1.4M |
| Creative Planning | 0.00% | Reduce -0.4% | 10,894 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.08% | Reduce -4.5% | 10,532 | $1.2M |
| Tsfg, LLC | 0.26% | Reduce -2.3% | 10,501 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -54.3% | 10,427 | $1.2M |
| Tempus Wealth Planning, LLC | 0.43% | Add +1.8% | 10,306 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +5.4% | 10,150 | $1.2M |
| Destiny Wealth Partners, LLC | 0.20% | Reduce -4.0% | 9,832 | $1.1M |
| Argent Trust Co | 0.05% | Reduce -1.5% | 9,710 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,600 | $1.1M |
| Gator Capital Management, LLC | 0.47% | No change | 9,376 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Add +0.1% | 9,226 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.1% | 8,846 | $1.0M |
| Independent Family Office, LLC | 0.48% | No change | 8,414 | $964K |
| AllSquare Wealth Management LLC | 0.53% | Reduce -0.2% | 8,085 | $926K |
| Collaborative Wealth Managment Inc. | 0.40% | No change | 7,711 | $883K |
| Cibc World Market Inc. | 0.00% | Reduce -3.3% | 7,655 | $877K |
| S.A. Mason LLC | 0.46% | Add +0.3% | 7,551 | $865K |
| Citadel Advisors | 0.00% | Add +344.3% | 7,526 | $862K |
| WealthBridge Capital Management, LLC | 0.24% | Add +48.0% | 7,343 | $841K |
| Ancora Advisors LLC | 0.02% | No change | 7,132 | $817K |
| Northeast Financial Consultants Inc | 0.04% | No change | 7,100 | $813K |
| Calton & Associates, Inc. | 0.29% | Reduce -7.2% | 6,671 | $764K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +0.2% | 6,546 | $750K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.3% | 6,238 | $714K |
| &partners | 0.01% | Reduce -16.7% | 6,232 | $714K |
| SignalPoint Asset Management, LLC | 0.16% | No change | 6,089 | $696K |
| EP Wealth Advisors, LLC | 0.01% | New | 6,001 | $687K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,968 | $683K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 5,949 | $681K |
| GTS Securities LLC | 0.01% | Reduce -33.3% | 5,757 | $659K |
| MAI Capital Management | 0.01% | Reduce -4.5% | 5,590 | $640K |
| Independent Wealth Network Inc. | 0.28% | Reduce -3.0% | 5,562 | $637K |
| Montag A & Associates Inc. | 0.03% | Add +0.0% | 5,428 | $622K |
| Lane & Associates LLC | 0.33% | Reduce -9.6% | 5,360 | $614K |
| Merit Financial Group, LLC | 0.01% | Add +0.0% | 5,278 | $604K |
| JBR Co Financial Management Inc | 0.39% | Reduce -5.6% | 5,258 | $602K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 5,150 | $590K |
| Means Investment Co., Inc. | 0.07% | Reduce -0.3% | 5,145 | $589K |
| Jones Financial Companies LLLP | 0.00% | Add +109.7% | 4,927 | $564K |
| BigSur Wealth Management LLC | 0.15% | No change | 4,900 | $561K |
| National Bank of Canada | 0.00% | Add +9.8% | 4,660 | $534K |
| Cwm, LLC | 0.00% | Reduce -12.9% | 4,648 | $532K |
| D.A. Davidson & Co. | 0.00% | Add +14.3% | 4,426 | $507K |
| Petix & Botte Co | 0.13% | No change | 4,296 | $492K |
| Citigroup Inc. | 0.00% | Add +19.3% | 4,238 | $485K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 4,163 | $477K |
| Principal Securities, Inc. | 0.01% | Reduce -22.8% | 4,103 | $470K |
| Stokes Family Office, LLC | 0.05% | Reduce -0.5% | 4,040 | $463K |
| Sensible Money, LLC | 0.20% | No change | 4,019 | $460K |
| Financial Advocates Investment Management | 0.03% | No change | 3,999 | $458K |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.