Invesco Buyback Achievers EtPKWETF
13F holders, Q4 2024 (December 31)225holders +11
12new positions
15sold out
2famous investors
$115.03avg. 13F price*
At the end of Q4 2024, 225 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, up 11 from Q3 2024. 12 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($80.8M), LPL Financial LLC ($43.7M) and Morgan Stanley ($36.4M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.4M |
| Exits | 15 | $5.8M |
All 13F filers, Q3 2024 → Q4 2024: 460,038 shares bought and 139,236 shares sold, net +320,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Bank of America Corp. | 0.01% | Add +17.5% | 702,068 | $80.8M |
| LPL Financial LLC | 0.02% | Add +2.2% | 379,624 | $43.7M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 316,423 | $36.4M |
| Raymond James Financial Inc. | 0.01% | — | 250,185 | $28.8M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 170,081 | $19.6M |
| UBS Group AG | 0.00% | Reduce -2.9% | 117,085 | $13.5M |
| Pacific Wealth Strategies Group, Inc. | 9.19% | Add +0.2% | 114,419 | $13.2M |
| Truist Financial Corp. | 0.02% | Add +33.0% | 102,398 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +32.3% | 94,788 | $10.9M |
| Mariner, LLC | 0.02% | Reduce -0.4% | 83,697 | $9.6M |
| Curtis Advisory Group, LLC | 2.43% | Add +10.8% | 79,902 | $9.2M |
| Elevation Capital Advisory, LLC | 3.77% | Add +2608.4% | 76,484 | $8.8M |
| GeoWealth Management, LLC | 0.29% | Add +2608.4% | 76,484 | $8.8M |
| Legacy Capital Wealth Partners, LLC | 2.15% | Reduce -19.7% | 80,538 | $8.7M |
| Koshinski Asset Management, Inc. | 0.66% | Add +11.9% | 67,055 | $7.7M |
| Resonant Capital Advisors, LLC | 0.54% | No change | 64,084 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 60,803 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.8% | 57,129 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +7.2% | 51,668 | $5.9M |
| Cahill Financial Advisors Inc. | 0.75% | Reduce -0.9% | 47,925 | $5.5M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 44,471 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.9% | 44,209 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.4% | 43,546 | $5.0M |
| Waverly Advisors, LLC | 0.07% | Add +197.2% | 41,596 | $4.8M |
| Equitable Holdings, Inc. | 0.05% | Reduce -11.4% | 41,186 | $4.7M |
| FMR LLC | 0.00% | Reduce -0.3% | 40,187 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +5.5% | 39,219 | $4.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.3% | 31,868 | $3.7M |
| One Capital Management, LLC | 0.11% | New | 28,623 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 27,975 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 27,896 | $3.2M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -0.9% | 27,610 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +140.0% | 25,021 | $2.9M |
| Park Edge Advisors, LLC | 0.83% | Reduce -6.0% | 24,856 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.3% | 24,273 | $2.8M |
| Sovran Advisors, LLC | 0.39% | — | 23,654 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.7% | 23,521 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -0.8% | 20,366 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 20,191 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +0.1% | 19,994 | $2.3M |
| Smart Portfolios, LLC | 2.34% | Reduce -0.3% | 19,375 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 18,558 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.9% | 18,251 | $2.1M |
| Madison Asset Management, LLC | 0.02% | Reduce -23.9% | 17,558 | $2.0M |
| Madison Investment Advisors, LLC | 0.02% | — | 17,558 | $2.0M |
| Breakwater Capital Group | 0.39% | Add +4.8% | 16,928 | $1.9M |
| Essex Financial Services, Inc. | 0.13% | Add +0.0% | 16,570 | $1.9M |
| Carnegie Investment Counsel | 0.05% | Add +5.6% | 15,458 | $1.8M |
| Scotia Capital Inc. | 0.01% | Reduce -3.9% | 15,171 | $1.7M |
| Pacific Sun Financial Corp | 0.94% | No change | 14,980 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.1% | 14,197 | $1.6M |
| Hershey Financial Advisers, LLC | 1.41% | — | 13,879 | $1.6M |
| Banque de Luxembourg S.A. | 0.80% | — | 12,793 | $1.5M |
| IFG Advisory, LLC | 0.08% | Reduce -9.4% | 12,668 | $1.5M |
| BankPlus Trust Department | 0.46% | — | 12,183 | $1.4M |
| One Wealth Map LLC | 0.81% | Reduce -3.2% | 11,475 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +10.0% | 11,585 | $1.3M |
| Creative Planning | 0.00% | Add +0.5% | 10,948 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +4.9% | 10,646 | $1.2M |
| Tempus Wealth Planning, LLC | 0.36% | Reduce -0.8% | 10,223 | $1.2M |
| WealthBridge Capital Management, LLC | 0.31% | Add +34.1% | 9,846 | $1.1M |
| Roman Butler Fullerton & Co. | 0.35% | New | 9,183 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,600 | $1.1M |
| Destiny Wealth Partners, LLC | 0.18% | Reduce -3.1% | 9,523 | $1.1M |
| Citigroup Inc. | 0.00% | Add +123.8% | 9,483 | $1.1M |
| Argent Trust Co | 0.04% | Reduce -3.1% | 9,412 | $1.1M |
| Citadel Advisors | 0.00% | Add +25.1% | 9,411 | $1.1M |
| Gator Capital Management, LLC | 0.41% | No change | 9,376 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Add +0.1% | 9,238 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.2% | 8,860 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +76.2% | 8,681 | $999K |
| Independent Family Office, LLC | 0.50% | No change | 8,414 | $969K |
| AllSquare Wealth Management LLC | 0.54% | Reduce -0.1% | 8,080 | $930K |
| Collaborative Wealth Managment Inc. | 0.39% | Reduce -3.1% | 7,474 | $861K |
| S.A. Mason LLC | 0.44% | Reduce -2.6% | 7,351 | $846K |
| &partners | 0.01% | Add +15.6% | 7,201 | $836K |
| Cibc World Market Inc. | 0.00% | Reduce -7.2% | 7,103 | $818K |
| Northeast Financial Consultants Inc | 0.03% | No change | 7,100 | $817K |
| Tsfg, LLC | 0.17% | Reduce -33.3% | 7,001 | $806K |
| Ancora Advisors LLC | 0.02% | Reduce -5.6% | 6,732 | $775K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.4% | 6,639 | $764K |
| Calton & Associates, Inc. | 0.34% | Reduce -1.1% | 6,601 | $760K |
| Capital Investment Advisory Services, LLC | 0.07% | Reduce -0.1% | 6,538 | $753K |
| SignalPoint Asset Management, LLC | 0.17% | Add +1.0% | 6,151 | $708K |
| Bank of Montreal | 0.00% | Add +118.4% | 5,716 | $658K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.3% | 5,694 | $656K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,591 | $644K |
| MAI Capital Management | 0.00% | Reduce -0.4% | 5,570 | $641K |
| Independent Wealth Network Inc. | 0.25% | Reduce -3.1% | 5,391 | $621K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.1% | 5,156 | $594K |
| Means Investment Co., Inc. | 0.06% | Add +0.1% | 5,148 | $593K |
| Merit Financial Group, LLC | 0.01% | Reduce -5.2% | 5,004 | $576K |
| BigSur Wealth Management LLC | 0.16% | No change | 4,900 | $564K |
| Optima Capital LLC | 0.39% | — | 4,900 | $564K |
| Lane & Associates LLC | 0.29% | Reduce -13.5% | 4,634 | $555K |
| National Bank of Canada | 0.00% | No change | 4,660 | $537K |
| JBR Co Financial Management Inc | 0.33% | Reduce -11.8% | 4,636 | $534K |
| Cwm, LLC | 0.00% | Reduce -0.9% | 4,607 | $530K |
| D.A. Davidson & Co. | 0.00% | Add +1.8% | 4,504 | $519K |
| Campbell Deegan Wealth Management, LLC | 0.60% | — | 4,343 | $500K |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.