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 |
| Petix & Botte Co | 0.13% | No change | 4,296 | $495K |
| Principal Securities, Inc. | 0.01% | Add +4.6% | 4,292 | $494K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.0% | 4,164 | $479K |
| Sensible Money, LLC | 0.20% | No change | 4,019 | $463K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.6% | 3,991 | $459K |
| Asset Dedication, LLC | 0.04% | No change | 3,982 | $458K |
| Integrated Wealth Concepts LLC | 0.01% | Add +17.9% | 3,806 | $438K |
| Stokes Family Office, LLC | 0.05% | Reduce -5.8% | 3,805 | $438K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 3,772 | $434K |
| Modern Wealth Management, LLC | 0.02% | Add +0.1% | 3,768 | $434K |
| Capstone Wealth Management Group LLC | 0.32% | — | 3,691 | $425K |
| Ergawealth Advisors, Inc. | 0.20% | Add +6.8% | 3,576 | $412K |
| Quantinno Capital Management LP | 0.00% | Add +12.2% | 3,431 | $395K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 3,407 | $392K |
| Leelyn Smith, LLC | 0.07% | Reduce -3.7% | 3,396 | $391K |
| Pure Financial Advisors, LLC | 0.01% | No change | 3,340 | $385K |
| WBH Advisory Inc. | 0.04% | Reduce -2.2% | 3,335 | $384K |
| Archer Investment Corp | 0.10% | No change | 3,312 | $381K |
| Financial Advocates Investment Management | 0.02% | Reduce -17.7% | 3,290 | $379K |
| M&T Bank Corp | 0.00% | No change | 3,250 | $374K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,160 | $364K |
| Avantra Family Wealth, Inc. | 0.34% | — | 3,115 | $359K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.9% | 3,102 | $357K |
| Capital Market Strategies LLC | 0.20% | No change | 2,976 | $343K |
| Allworth Financial LP | 0.00% | Add +165.5% | 2,817 | $336K |
| American Institute for Advanced Investment Management, LLP | 0.25% | No change | 2,900 | $334K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,900 | $334K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.1% | 2,708 | $312K |
| Measured Wealth Private Client Group, LLC | 0.10% | No change | 2,691 | $310K |
| Miller Investment Management, LP | 0.03% | No change | 2,675 | $308K |
| Independent Financial Group, LLC | 0.01% | New | 2,675 | $308K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.1% | 2,653 | $305K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,642 | $304K |
| Triton Wealth Management, PLLC | 0.16% | No change | 2,528 | $303K |
| Banco Santander, S.A. | 0.00% | No change | 2,554 | $294K |
| Regal Investment Advisors LLC | 0.02% | Reduce -20.9% | 2,506 | $289K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 2,501 | $288K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 2,500 | $288K |
| Hudock, Inc. | 0.05% | Add +0.1% | 2,477 | $285K |
| Tidemark, LLC | 0.10% | Add +0.0% | 2,380 | $274K |
| Runnymede Capital Advisors, Inc. | 0.24% | — | 2,340 | $269K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $266K |
| 1858 Wealth Management, LLC | 0.21% | No change | 2,295 | $264K |
| Tiaa Trust, National Association | 0.00% | No change | 2,277 | $262K |
| Montag A & Associates Inc. | 0.01% | Reduce -58.5% | 2,255 | $260K |
| US Bancorp \de | 0.00% | Reduce -19.1% | 2,253 | $259K |
| National Wealth Management Group, LLC | 0.17% | New | 2,221 | $256K |
| D. E. Shaw & Co. | 0.00% | No change | 2,140 | $246K |
| PFG Advisors | 0.01% | No change | 2,125 | $245K |
| Financial Security Advisor, Inc. | 0.06% | Add +0.2% | 2,112 | $243K |
| Aspect Partners, LLC | 0.14% | Add +0.2% | 2,086 | $240K |
| Mission Wealth Management, LP | 0.01% | No change | 2,000 | $230K |
| Abound Financial, LLC | 0.12% | — | 1,980 | $228K |
| Kelman-Lazarov, Inc. | 0.04% | No change | 1,980 | $228K |
| 360 Financial, Inc. | 0.08% | Reduce -17.1% | 1,976 | $228K |
| Valmark Advisers, Inc. | 0.00% | New | 1,887 | $217K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -34.7% | 1,883 | $217K |
| Novem Group | 0.03% | — | 1,847 | $213K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 1,842 | $212K |
| Sentry LLC | 0.04% | No change | 1,825 | $210K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 1,769 | $204K |
| Key Client Fiduciary Advisors, LLC | 0.09% | Reduce -3.6% | 1,766 | $203K |
| Wedbush Securities Inc. | 0.01% | No change | 1,751 | $202K |
| Trust Co. of Vermont | 0.01% | No change | 1,751 | $202K |
| Sandy Spring Bank | 0.01% | No change | 1,534 | $177K |
| Parallel Advisors, LLC | 0.00% | No change | 1,421 | $164K |
| Coppell Advisory Solutions LLC | 0.02% | Add +51.2% | 1,400 | $161K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.7% | 1,344 | $155K |
| Comerica Bank | 0.00% | Add +81.4% | 1,335 | $154K |
| Private Trust Co. NA | 0.01% | No change | 1,101 | $127K |
| True Wealth Design, LLC | 0.05% | No change | 1,084 | $125K |
| Dunhill Financial, LLC | 0.05% | No change | 1,005 | $116K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $115K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -16.9% | 971 | $112K |
| Blair William & Co. | 0.00% | Add +32.9% | 877 | $101K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.1% | 858 | $99K |
| Sound Income Strategies, LLC | 0.01% | No change | 813 | $94K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 800 | $92K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 785 | $90K |
| Medallion Wealth Advisors, LLC | 0.04% | — | 800 | $90K |
| Fifth Third Bancorp | 0.00% | No change | 750 | $86K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 725 | $83K |
| Harbour Investments, Inc. | 0.00% | No change | 706 | $81K |
| Private Wealth Management Group, LLC | 0.03% | New | 652 | $75K |
| Global Retirement Partners, LLC | 0.00% | Reduce -12.4% | 567 | $65K |
| Whittier Trust Co. | 0.00% | Add +0.2% | 562 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.3% | 539 | $62K |
| Luminist Capital LLC | 0.11% | — | 521 | $60K |
| Mendota Financial Group, LLC | 0.04% | No change | 512 | $59K |
| BlackRock, Inc. | 0.00% | No change | 500 | $58K |
| Wintrust Investments LLC | 0.05% | Reduce -1.8% | 489 | $56K |
| Noble Wealth Management PBC | 0.04% | — | 465 | $54K |
| Millstone Evans Group, LLC | 0.03% | — | 420 | $48K |
| Crews Bank & Trust | 0.01% | — | 400 | $46K |
| Venturi Wealth Management, LLC | 0.00% | New | 375 | $43K |
| Main Street Group, LTD | 0.02% | No change | 361 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 350 | $40K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.3% | 339 | $39K |
| Barclays PLC | 0.00% | No change | 336 | $39K |
| Grove Bank & Trust | 0.00% | New | 300 | $35K |
| Larson Financial Group LLC | 0.00% | No change | 300 | $35K |
| Russell Investments Group, Ltd. | 0.00% | No change | 291 | $34K |
| Creative Capital Management Investments LLC | 0.01% | Reduce -23.2% | 288 | $33K |
| Addison Advisors LLC | 0.01% | No change | 264 | $30K |
| Element Wealth, LLC | 0.01% | No change | 225 | $26K |
| PSI Advisors, LLC | 0.01% | Add +0.5% | 215 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -17.4% | 190 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -40.0% | 162 | $18K |
| Qube Research & Technologies Ltd | 0.00% | No change | 146 | $17K |
| Bernard Wealth Management Corp. | 0.01% | — | 130 | $15K |
| HM Payson & Co. | 0.00% | No change | 125 | $14K |
| First Community Trust NA | 0.01% | No change | 110 | $13K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $12K |
| Lee Danner & Bass Inc. | 0.00% | New | 100 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 100 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 100 | $12K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 100 | $12K |
| Assetmark, Inc. | 0.00% | No change | 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 |
| Creekmur Asset Management LLC | 0.00% | Add +5.6% | 19 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $461 |
| Lanark Financial, Inc. | 0.02% | — | 2 | $249 |
| Blue Trust, Inc. | 0.00% | Reduce -99.5% | 1 | $115 |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.