Invesco Buyback Achievers EtPKWETF
13F holders, Q3 2024 (September 30)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 |
| Asset Dedication, LLC | 0.03% | No change | 3,982 | $456K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.0% | 3,927 | $450K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.8% | 3,770 | $432K |
| Jane Street Group, LLC | 0.00% | New | 3,769 | $432K |
| Modern Wealth Management, LLC | 0.03% | Add +0.1% | 3,765 | $431K |
| Leelyn Smith, LLC | 0.07% | No change | 3,526 | $404K |
| Mercer Global Advisors Inc. | 0.00% | No change | 3,506 | $401K |
| Barometer Capital Management Inc. | 0.12% | New | 3,500 | $401K |
| Corient Private Wealth LP | 0.00% | Add +30.9% | 3,462 | $396K |
| WBH Advisory Inc. | 0.04% | Add +0.0% | 3,410 | $390K |
| Ergawealth Advisors, Inc. | 0.19% | Add +1.9% | 3,348 | $383K |
| Pure Financial Advisors, LLC | 0.01% | No change | 3,340 | $382K |
| Archer Investment Corp | 0.10% | Reduce -8.1% | 3,312 | $379K |
| M&T Bank Corp | 0.00% | No change | 3,250 | $372K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -2.8% | 3,227 | $370K |
| Regal Investment Advisors LLC | 0.03% | Reduce -1.1% | 3,169 | $363K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 3,160 | $362K |
| Prospera Financial Services Inc | 0.01% | No change | 3,129 | $358K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.1% | 3,058 | $350K |
| Capital Market Strategies LLC | 0.21% | Reduce -0.7% | 2,976 | $341K |
| American Institute for Advanced Investment Management, LLP | 0.24% | No change | 2,900 | $332K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,900 | $332K |
| Level Four Advisory Services, LLC | 0.01% | No change | 2,883 | $329K |
| Elevation Capital Advisory, LLC | 0.14% | New | 2,824 | $323K |
| GeoWealth Management, LLC | 0.01% | New | 2,824 | $323K |
| US Bancorp \de | 0.00% | Add +23.7% | 2,786 | $319K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -1.6% | 2,783 | $319K |
| Tyler-Stone Wealth Management | 0.06% | Add +100.2% | 2,705 | $310K |
| Measured Wealth Private Client Group, LLC | 0.10% | No change | 2,691 | $308K |
| Miller Investment Management, LP | 0.03% | No change | 2,675 | $306K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 2,656 | $304K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.7% | 2,446 | $303K |
| Bank of Montreal | 0.00% | Reduce -7.7% | 2,617 | $299K |
| Banco Santander, S.A. | 0.00% | No change | 2,554 | $292K |
| Triton Wealth Management, PLLC | 0.16% | No change | 2,528 | $289K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 2,500 | $286K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -3.9% | 2,500 | $286K |
| Hudock, Inc. | 0.05% | Reduce -23.6% | 2,474 | $283K |
| 360 Financial, Inc. | 0.10% | Reduce -8.6% | 2,383 | $273K |
| Tidemark, LLC | 0.11% | No change | 2,379 | $273K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $263K |
| 1858 Wealth Management, LLC | 0.22% | No change | 2,295 | $263K |
| Tiaa Trust, National Association | 0.00% | Reduce -8.6% | 2,277 | $261K |
| Lanark Financial, Inc. | 0.02% | No change | 2,171 | $248K |
| D. E. Shaw & Co. | 0.00% | No change | 2,140 | $245K |
| PFG Advisors | 0.02% | No change | 2,125 | $243K |
| Financial Security Advisor, Inc. | 0.06% | Add +0.2% | 2,108 | $241K |
| Aspect Partners, LLC | 0.13% | Add +0.2% | 2,082 | $238K |
| Mission Wealth Management, LP | 0.01% | No change | 2,000 | $229K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,980 | $227K |
| Lodestar Private Asset Management LLC | 0.03% | New | 1,914 | $219K |
| Clark Capital Management Group, Inc. | 0.00% | New | 1,842 | $211K |
| Key Client Fiduciary Advisors, LLC | 0.10% | New | 1,832 | $210K |
| Sentry LLC | 0.04% | Reduce -22.0% | 1,825 | $209K |
| Apollon Financial, LLC | 0.06% | Reduce -8.9% | 1,808 | $207K |
| USAdvisors Wealth Management, LLC | 0.07% | New | 4,725 | $203K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 1,768 | $203K |
| Lion Street Advisors, LLC | 0.07% | New | 1,761 | $202K |
| Wedbush Securities Inc. | 0.01% | Reduce -45.8% | 1,751 | $201K |
| Trust Co. of Vermont | 0.01% | No change | 1,751 | $201K |
| Sandy Spring Bank | 0.01% | No change | 1,534 | $176K |
| Parallel Advisors, LLC | 0.00% | No change | 1,421 | $163K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,169 | $134K |
| Private Trust Co. NA | 0.01% | No change | 1,101 | $126K |
| True Wealth Design, LLC | 0.05% | Reduce -5.2% | 1,084 | $124K |
| Allworth Financial LP | 0.00% | No change | 1,061 | $121K |
| Dunhill Financial, LLC | 0.06% | New | 1,005 | $115K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -23.1% | 1,000 | $115K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 965 | $111K |
| Coppell Advisory Solutions LLC | 0.02% | Reduce -18.2% | 926 | $106K |
| Sound Income Strategies, LLC | 0.01% | No change | 813 | $93K |
| Valley Wealth Managers, Inc. | 0.01% | New | 785 | $90K |
| Fifth Third Bancorp | 0.00% | No change | 750 | $86K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.2% | 741 | $85K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 725 | $85K |
| Comerica Bank | 0.00% | Reduce -2.3% | 736 | $84K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 706 | $81K |
| Blair William & Co. | 0.00% | No change | 660 | $76K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 647 | $74K |
| Whittier Trust Co. | 0.00% | Add +0.4% | 561 | $64K |
| Mendota Financial Group, LLC | 0.03% | New | 512 | $59K |
| BlackRock, Inc. | 0.00% | — | 500 | $57K |
| Wintrust Investments LLC | 0.04% | Reduce -88.9% | 498 | $57K |
| Creative Capital Management Investments LLC | 0.02% | No change | 375 | $43K |
| Main Street Group, LTD | 0.02% | No change | 361 | $41K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 350 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.3% | 338 | $39K |
| Barclays PLC | 0.00% | No change | 336 | $38K |
| Larson Financial Group LLC | 0.00% | No change | 300 | $34K |
| Russell Investments Group, Ltd. | 0.00% | No change | 291 | $33K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -3.6% | 270 | $31K |
| Addison Advisors LLC | 0.01% | No change | 264 | $30K |
| IFP Advisors, Inc | 0.00% | No change | 230 | $26K |
| Element Wealth, LLC | 0.01% | No change | 225 | $26K |
| PSI Advisors, LLC | 0.01% | No change | 214 | $24K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 176 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 189 | $20K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -16.6% | 146 | $17K |
| HM Payson & Co. | 0.00% | No change | 125 | $14K |
| Private Capital Management LLC | 0.00% | New | 113 | $13K |
| First Community Trust NA | 0.01% | No change | 110 | $13K |
| Realta Investment Advisors | 0.01% | Reduce -82.8% | 100 | $12K |
| JDM Financial Group LLC | 0.01% | New | 100 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 100 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $11K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 100 | $11K |
| Assetmark, Inc. | 0.00% | New | 78 | $9K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $9K |
| Kozak & Associates, Inc. | 0.00% | No change | 59 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 37 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -80.4% | 39 | $4K |
| WFA of San Diego, LLC | 0.00% | No change | 32 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 18 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $459 |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.