Invesco Buyback Achievers EtPKWETF
13F holders, Q1 2025 (March 31)213holders −12
13new positions
21sold out
2famous investors
$112.39avg. 13F price*
At the end of Q1 2025, 213 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, down 12 from Q4 2024. 13 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($86.2M), LPL Financial LLC ($44.2M) and Morgan Stanley ($35.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.3M |
| Exits | 21 | $15.9M |
All 13F filers, Q4 2024 → Q1 2025: 259,198 shares bought and 374,619 shares sold, net −115,421 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 213 holders
| Bank of America Corp. | 0.01% | Add +8.9% | 764,773 | $86.2M |
| LPL Financial LLC | 0.02% | Add +3.3% | 392,318 | $44.2M |
| Morgan Stanley | 0.00% | Add +0.2% | 316,970 | $35.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 268,522 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +7.1% | 182,112 | $20.5M |
| Pacific Wealth Strategies Group, Inc. | 9.65% | Add +0.3% | 114,774 | $12.9M |
| UBS Group AG | 0.00% | Reduce -7.7% | 108,048 | $12.2M |
| Mariner, LLC | 0.02% | Reduce -1.3% | 82,642 | $9.3M |
| Curtis Advisory Group, LLC | 2.57% | Reduce -2.7% | 77,756 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -29.4% | 72,324 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.6% | 66,739 | $7.5M |
| Legacy Capital Wealth Partners, LLC | 1.79% | Reduce -13.5% | 69,638 | $7.3M |
| Resonant Capital Advisors, LLC | 0.50% | Reduce -0.2% | 63,960 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 58,505 | $6.6M |
| Koshinski Asset Management, Inc. | 0.56% | Reduce -13.3% | 58,168 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.7% | 52,166 | $5.9M |
| Cahill Financial Advisors Inc. | 0.75% | Add +1.5% | 48,665 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +12.3% | 46,240 | $5.2M |
| Waverly Advisors, LLC | 0.06% | Add +10.0% | 45,769 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +15.6% | 45,318 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.7% | 43,888 | $4.9M |
| FMR LLC | 0.00% | Add +6.1% | 42,653 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 42,041 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.6% | 39,349 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -28.6% | 36,872 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 31,898 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +6.3% | 29,653 | $3.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.4% | 28,309 | $3.2M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 28,166 | $3.2M |
| GHP Investment Advisors, Inc. | 0.15% | Reduce -2.2% | 27,009 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | No change | 24,273 | $2.7M |
| NewEdge Advisors, LLC | 0.02% | Add +172.7% | 24,164 | $2.7M |
| Sovran Advisors, LLC | 0.33% | Add +1.3% | 23,958 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +2.3% | 20,445 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 20,207 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -2.0% | 19,966 | $2.2M |
| Smart Portfolios, LLC | 2.34% | Reduce -1.3% | 19,125 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +350.6% | 18,761 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 18,510 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.7% | 18,126 | $2.0M |
| Breakwater Capital Group | 0.36% | Add +5.4% | 17,844 | $2.0M |
| Madison Asset Management, LLC | 0.02% | No change | 17,558 | $2.0M |
| Essex Financial Services, Inc. | 0.13% | Add +0.0% | 16,574 | $1.9M |
| Pacific Sun Financial Corp | 0.98% | Add +2.1% | 15,295 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +0.0% | 15,174 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.8% | 14,316 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -44.7% | 13,829 | $1.6M |
| Carnegie Investment Counsel | 0.04% | Reduce -2.2% | 15,122 | $1.5M |
| Citadel Advisors | 0.00% | Add +38.4% | 13,020 | $1.5M |
| NorthCrest Asset Manangement, LLC | 0.04% | New | 12,976 | $1.5M |
| Banque de Luxembourg S.A. | 0.82% | No change | 12,793 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +0.0% | 12,671 | $1.4M |
| Tempus Wealth Planning, LLC | 0.42% | Add +22.5% | 12,524 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 12,022 | $1.4M |
| Citigroup Inc. | 0.00% | Add +24.1% | 11,772 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +1.4% | 11,747 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +35.9% | 11,799 | $1.3M |
| BankPlus Trust Department | 0.42% | Reduce -7.3% | 11,290 | $1.3M |
| Creative Planning | 0.00% | Reduce -0.4% | 10,903 | $1.2M |
| One Wealth Map LLC | 0.78% | Reduce -0.6% | 11,403 | $1.2M |
| Bank of Montreal | 0.00% | Add +79.8% | 10,278 | $1.2M |
| Uptick Partners, LLC | 0.39% | New | 10,258 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,600 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -10.0% | 9,584 | $1.1M |
| Belpointe Asset Management LLC | 0.06% | New | 9,471 | $1.1M |
| Argent Trust Co | 0.04% | No change | 9,412 | $1.1M |
| Destiny Wealth Partners, LLC | 0.17% | Reduce -2.2% | 9,315 | $1.0M |
| Tradition Wealth Management, LLC | 0.09% | Add +0.2% | 9,255 | $1.0M |
| Roman Butler Fullerton & Co. | 0.38% | Add +0.0% | 9,187 | $964K |
| Independent Family Office, LLC | 0.50% | No change | 8,414 | $948K |
| Gator Capital Management, LLC | 0.35% | Reduce -13.0% | 8,156 | $919K |
| AllSquare Wealth Management LLC | 0.54% | No change | 8,080 | $910K |
| WealthBridge Capital Management, LLC | 0.24% | Reduce -23.8% | 7,504 | $845K |
| Collaborative Wealth Managment Inc. | 0.39% | No change | 7,474 | $842K |
| Northeast Financial Consultants Inc | 0.04% | No change | 7,100 | $800K |
| Cibc World Market Inc. | 0.00% | Reduce -0.6% | 7,062 | $796K |
| Tsfg, LLC | 0.16% | No change | 7,001 | $789K |
| S.A. Mason LLC | 0.41% | Reduce -6.9% | 6,841 | $771K |
| Ancora Advisors LLC | 0.02% | No change | 6,732 | $758K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 6,641 | $748K |
| Farther Finance Advisors, LLC | 0.02% | Add +1113.4% | 6,540 | $740K |
| Calton & Associates, Inc. | 0.17% | Reduce -0.6% | 6,561 | $739K |
| Caliber Wealth Management, LLC / KS | 0.10% | — | 6,442 | $726K |
| Park Edge Advisors, LLC | 0.19% | Reduce -75.6% | 6,058 | $683K |
| Elevation Capital Advisory, LLC | 0.28% | Reduce -92.4% | 5,793 | $653K |
| &partners | 0.01% | Reduce -19.8% | 5,772 | $646K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -12.5% | 5,723 | $645K |
| MAI Capital Management | 0.00% | Add +1.5% | 5,655 | $637K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.5% | 5,550 | $625K |
| Independent Wealth Network Inc. | 0.24% | Reduce -1.8% | 5,296 | $597K |
| Merit Financial Group, LLC | 0.01% | Add +5.8% | 5,294 | $596K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 5,164 | $582K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.4% | 5,008 | $564K |
| Optima Capital LLC | 0.35% | Add +0.2% | 4,911 | $553K |
| BigSur Wealth Management LLC | 0.15% | No change | 4,900 | $552K |
| National Bank of Canada | 0.00% | Reduce -0.6% | 4,630 | $521K |
| Cwm, LLC | 0.00% | No change | 4,607 | $519K |
| JBR Co Financial Management Inc | 0.30% | Reduce -0.7% | 4,604 | $519K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +235.6% | 4,510 | $508K |
| Lane & Associates LLC | 0.27% | Reduce -2.9% | 4,500 | $507K |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.