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

0100200300 Q1 2024: 201Q1 2024Q2 2024: 200Q2 2024Q3 2024: 214Q3 2024Q4 2024: 225Q4 2024Q1 2025: 213Q1 2025Q2 2025: 230Q2 2025Q3 2025: 242Q3 2025Q4 2025: 246Q4 2025Q1 2026: 251Q1 2026Q2 2026: 251Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions13$7.3M
Exits21$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
Principal Securities, Inc. 0.01% No change 4,292 $494K
Campbell Deegan Wealth Management, LLC 0.56% Add +0.3% 4,354 $491K
PFG Advisors 0.03% Add +100.0% 4,250 $479K
Integrated Wealth Concepts LLC 0.01% Add +9.0% 4,148 $467K
Sensible Money, LLC 0.19% No change 4,019 $453K
PNC Financial Services Group, Inc. 0.00% Add +0.0% 3,992 $450K
Asset Dedication, LLC 0.04% No change 3,982 $449K
Wealthcare Advisory Partners LLC 0.01% Add +1.1% 3,813 $430K
Stokes Family Office, LLC 0.05% No change 3,805 $429K
Modern Wealth Management, LLC 0.01% Add +0.1% 3,771 $425K
Chicago Partners Investment Group LLC 0.01% New 3,700 $418K
Jane Street Group, LLC 0.00% New 3,702 $417K
Ergawealth Advisors, Inc. 0.20% Add +0.5% 3,592 $405K
Quantinno Capital Management LP 0.00% Reduce -0.4% 3,416 $385K
Mercer Global Advisors Inc. 0.00% No change 3,407 $384K
Archer Investment Corp 0.10% No change 3,312 $373K
Financial Advocates Investment Management 0.03% No change 3,290 $371K
M&T Bank Corp 0.00% No change 3,250 $366K
Means Investment Co., Inc. 0.04% Reduce -37.2% 3,231 $364K
Capstone Wealth Management Group LLC 0.29% Reduce -13.6% 3,191 $360K
WBH Advisory Inc. 0.03% Reduce -4.4% 3,189 $359K
Capital Advisors, Ltd. LLC 0.05% No change 3,160 $356K
Prospera Financial Services Inc 0.01% Add +1.8% 3,158 $356K
Ethos Financial Group, LLC 0.03% New 3,149 $355K
Avantra Family Wealth, Inc. 0.34% Add +0.1% 3,118 $351K
Dale Q Rice Investment Management Ltd 0.18% New 3,028 $341K
Lido Advisors, LLC 0.00% New 2,987 $337K
Capital Market Strategies LLC 0.23% No change 2,976 $335K
Gsa Capital Partners LLP 0.03% New 2,936 $331K
Financial Engines Advisors L.L.C. 0.00% Add +10.1% 2,908 $328K
American Institute for Advanced Investment Management, LLP 0.25% No change 2,900 $327K
First Manhattan Co. Llc. 0.00% No change 2,900 $327K
Tiaa Trust, National Association 0.00% Add +27.2% 2,897 $326K
Regal Investment Advisors LLC 0.03% Add +14.7% 2,874 $324K
Pure Financial Advisors, LLC 0.01% Reduce -18.0% 2,740 $309K
Tyler-Stone Wealth Management 0.05% Add +0.1% 2,711 $305K
Measured Wealth Private Client Group, LLC 0.10% No change 2,691 $303K
Independent Financial Group, LLC 0.01% Add +0.2% 2,681 $302K
Miller Investment Management, LP 0.03% No change 2,675 $301K
Banco Santander, S.A. 0.00% No change 2,554 $288K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 2,500 $282K
Tidemark, LLC 0.10% Add +0.0% 2,381 $268K
Allworth Financial LP 0.00% Reduce -13.4% 2,440 $265K
Runnymede Capital Advisors, Inc. 0.25% No change 2,340 $264K
CIBC Private Wealth Group LLC 0.00% Add +15.5% 2,656 $262K
1858 Wealth Management, LLC 0.22% No change 2,295 $259K
US Bancorp \de 0.00% No change 2,253 $254K
Lanark Financial, Inc. 0.02% — 2,171 $244K
D. E. Shaw & Co. 0.00% No change 2,140 $241K
Aspect Partners, LLC 0.13% Add +0.2% 2,091 $236K
Mission Wealth Management, LP 0.01% No change 2,000 $225K
Kelman-Lazarov, Inc. 0.04% Add +0.2% 1,984 $224K
Abound Financial, LLC 0.11% No change 1,980 $223K
Key Client Fiduciary Advisors, LLC 0.10% Add +8.4% 1,915 $216K
Montag A & Associates Inc. 0.01% Reduce -15.8% 1,898 $214K
Level Four Advisory Services, LLC 0.01% No change 1,883 $212K
Axxcess Wealth Management, LLC 0.01% Reduce -29.7% 1,864 $210K
Novem Group 0.03% Add +0.3% 1,852 $209K
Clark Capital Management Group, Inc. 0.00% No change 1,842 $208K
Sentry LLC 0.04% No change 1,825 $206K
Trust Co. of Vermont 0.01% No change 1,751 $197K
Sandy Spring Bank 0.01% No change 1,534 $173K
Parallel Advisors, LLC 0.00% Add +0.1% 1,422 $160K
Comerica Bank 0.00% Reduce -0.8% 1,324 $149K
Private Trust Co. NA 0.01% No change 1,101 $124K
True Wealth Design, LLC 0.05% No change 1,084 $122K
Harbour Investments, Inc. 0.00% Add +43.2% 1,011 $114K
Dunhill Financial, LLC 0.05% No change 1,005 $113K
Geneos Wealth Management Inc. 0.00% No change 1,000 $113K
Blair William & Co. 0.00% No change 877 $99K
Sound Income Strategies, LLC 0.01% No change 813 $92K
Medallion Wealth Advisors, LLC 0.04% No change 800 $90K
Valley Wealth Managers, Inc. 0.01% No change 785 $88K
Creative Financial Designs Inc. 0.01% Reduce -11.8% 757 $85K
Fifth Third Bancorp 0.00% No change 750 $84K
O'shaughnessy Asset Management, LLC 0.00% Reduce -5.8% 683 $77K
Whittier Trust Co. 0.00% Add +0.2% 563 $63K
Luminist Capital LLC 0.06% No change 521 $59K
Mendota Financial Group, LLC 0.06% No change 512 $58K
BlackRock, Inc. 0.00% No change 500 $56K
Salomon & Ludwin, LLC 0.01% Reduce -50.1% 484 $55K
Noble Wealth Management PBC 0.04% No change 465 $52K
GPS Wealth Strategies Group, LLC 0.01% Add +26.8% 430 $48K
Millstone Evans Group, LLC 0.03% No change 420 $47K
Crews Bank & Trust 0.01% No change 400 $45K
Main Street Group, LTD 0.02% No change 361 $41K
TD Waterhouse Canada Inc. 0.00% No change 350 $40K
Barclays PLC 0.00% No change 336 $38K
Grove Bank & Trust 0.00% No change 300 $34K
Larson Financial Group LLC 0.00% No change 300 $34K
Russell Investments Group, Ltd. 0.00% No change 291 $33K
Creative Capital Management Investments LLC 0.01% No change 288 $32K
Assetmark, Inc. 0.00% Add +262.8% 283 $32K
Addison Advisors LLC 0.01% No change 264 $30K
Hazlett, Burt & Watson, Inc. 0.01% Add +52.5% 247 $28K
IFP Advisors, Inc 0.00% No change 190 $21K
Qube Research & Technologies Ltd 0.00% No change 146 $16K
Bernard Wealth Management Corp. 0.01% No change 130 $15K
HM Payson & Co. 0.00% No change 125 $14K
Costello Asset Management, INC 0.01% New 122 $14K
First Community Trust NA 0.01% No change 110 $12K
Rossby Financial, LCC 0.00% New 104 $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
North Capital, Inc. 0.01% — 81 $9K
Glen Eagle Advisors, LLC 0.00% No change 75 $8K
Kozak & Associates, Inc. 0.00% No change 59 $6K
Investment Research & Advisory Group, Inc. 0.00% New 50 $6K
AdvisorNet Financial, Inc 0.00% No change 37 $4K
Creekmur Asset Management LLC 0.00% No change 19 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $451
Blue Trust, Inc. 0.00% No change 1 $113

"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.