Invesco Buyback Achievers EtPKWETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 230 institutions reported holding Invesco Buyback Achievers Et (PKW) in their 13F filings, up 17 from Q1 2025. 25 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($96.5M), LPL Financial LLC ($48.1M) and Wells Fargo & Company ($38.8M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Buyback Achievers Et
- CUSIP
- 46137V308
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.5M |
| Exits | 8 | $3.2M |
All 13F filers, Q1 2025 → Q2 2025: 488,070 shares bought and 169,865 shares sold, net +318,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| Bank of America Corp. | 0.01% | Add +2.1% | 780,882 | $96.5M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 388,926 | $48.1M |
| Wells Fargo & Company | 0.01% | Add +72.5% | 314,076 | $38.8M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 313,723 | $38.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.1% | 220,029 | $27.2M |
| UBS Group AG | 0.00% | Add +14.2% | 123,355 | $15.2M |
| Mariner, LLC | 0.01% | Add +0.8% | 83,316 | $10.3M |
| Pacific Wealth Strategies Group, Inc. | 6.71% | Reduce -28.9% | 81,647 | $10.2M |
| Curtis Advisory Group, LLC | 2.43% | Add +0.6% | 78,201 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +55.9% | 68,399 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -7.7% | 66,750 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +130.3% | 65,199 | $8.1M |
| Resonant Capital Advisors, LLC | 0.50% | No change | 63,960 | $7.9M |
| Koshinski Asset Management, Inc. | 0.57% | Add +5.5% | 61,360 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.6% | 61,019 | $7.5M |
| Legacy Capital Wealth Partners, LLC | 1.70% | Reduce -6.0% | 65,461 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 59,079 | $7.3M |
| Equitable Holdings, Inc. | 0.05% | Add +14.3% | 52,875 | $6.5M |
| Cahill Financial Advisors Inc. | 0.75% | Add +0.2% | 48,753 | $6.0M |
| Sovran Advisors, LLC | 0.61% | Add +92.2% | 46,046 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +23.9% | 45,702 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +0.8% | 45,686 | $5.6M |
| Waverly Advisors, LLC | 0.06% | Reduce -1.1% | 45,256 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 44,643 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.3% | 40,663 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.8% | 40,798 | $5.0M |
| FMR LLC | 0.00% | Reduce -4.6% | 40,676 | $5.0M |
| Thoroughbred Financial Services, LLC | 0.28% | Add +61.3% | 32,978 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 32,289 | $4.0M |
| BNP Paribas Financial Markets | 0.00% | New | 30,103 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +1.4% | 30,072 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +115.8% | 29,840 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +16.4% | 28,115 | $3.5M |
| Cetera Investment Advisers | 0.01% | Reduce -2.4% | 27,498 | $3.4M |
| Fortitude Financial, LLC | 2.90% | New | 29,889 | $3.3M |
| GHP Investment Advisors, Inc. | 0.14% | Reduce -4.0% | 25,925 | $3.2M |
| Bank of New York Mellon Corp | 0.00% | Add +0.0% | 24,274 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +16.7% | 21,148 | $2.6M |
| Breakwater Capital Group | 0.42% | Add +16.4% | 20,762 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 20,226 | $2.5M |
| Fortis Group Advisors, LLC | 0.45% | New | 19,647 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -4.8% | 19,011 | $2.3M |
| Smart Portfolios, LLC | 2.31% | Reduce -2.9% | 18,573 | $2.3M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 18,323 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -5.4% | 17,746 | $2.2M |
| Madison Asset Management, LLC | 0.02% | Reduce -3.4% | 16,969 | $2.1M |
| Essex Financial Services, Inc. | 0.13% | Reduce -0.3% | 16,520 | $2.0M |
| Park Edge Advisors, LLC | 0.52% | Add +171.4% | 16,444 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +33.8% | 15,782 | $1.9M |
| Pacific Sun Financial Corp | 1.00% | Add +1.3% | 15,486 | $1.9M |
| Carnegie Investment Counsel | 0.04% | Add +0.7% | 15,232 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +0.0% | 15,177 | $1.9M |
| Creative Planning | 0.00% | Add +32.7% | 14,464 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.1% | 14,305 | $1.8M |
| Elevation Capital Advisory, LLC | 0.70% | Add +142.2% | 14,033 | $1.7M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.7% | 13,197 | $1.7M |
| IFG Advisory, LLC | 0.08% | Add +0.0% | 12,673 | $1.6M |
| Cornerstone Wealth Management, LLC | 0.10% | Add +7.8% | 12,661 | $1.6M |
| Tempus Wealth Planning, LLC | 0.39% | No change | 12,524 | $1.5M |
| One Wealth Map LLC | 0.84% | Add +7.6% | 12,270 | $1.5M |
| Citigroup Inc. | 0.00% | Add +5.5% | 12,420 | $1.5M |
| Banque de Luxembourg S.A. | 0.83% | No change | 12,793 | $1.4M |
| Bank of Montreal | 0.00% | Add +12.9% | 11,606 | $1.4M |
| BankPlus Trust Department | 0.40% | Reduce -3.0% | 10,947 | $1.4M |
| Uptick Partners, LLC | 0.37% | Add +3.2% | 10,589 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 9,853 | $1.2M |
| Whittier Trust Co. of Nevada Inc. | 0.03% | No change | 9,600 | $1.2M |
| Roman Butler Fullerton & Co. | 0.35% | Add +0.0% | 9,191 | $1.2M |
| Argent Trust Co | 0.04% | No change | 9,412 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -0.6% | 9,410 | $1.2M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -0.0% | 9,253 | $1.1M |
| Destiny Wealth Partners, LLC | 0.15% | Reduce -2.4% | 9,092 | $1.1M |
| WealthBridge Capital Management, LLC | 0.27% | Add +16.0% | 8,706 | $1.1M |
| Summit Financial, LLC | 0.02% | New | 8,622 | $1.1M |
| Triton Wealth Management, PLLC | 0.45% | — | 8,267 | $1.0M |
| Independent Family Office, LLC | 0.48% | No change | 8,414 | $1.0M |
| Gator Capital Management, LLC | 0.31% | No change | 8,156 | $1.0M |
| AllSquare Wealth Management LLC | 0.55% | Reduce -1.1% | 7,991 | $988K |
| Cibc World Market Inc. | 0.00% | Add +7.1% | 7,562 | $935K |
| Collaborative Wealth Managment Inc. | 0.40% | No change | 7,474 | $924K |
| Farther Finance Advisors, LLC | 0.02% | Add +9.5% | 7,162 | $885K |
| Northeast Financial Consultants Inc | 0.04% | No change | 7,100 | $878K |
| Tsfg, LLC | 0.16% | Add +0.0% | 7,002 | $865K |
| Ancora Advisors LLC | 0.02% | Add +3.0% | 6,932 | $857K |
| S.A. Mason LLC | 0.41% | No change | 6,841 | $846K |
| Avantax Advisory Services, Inc. | 0.00% | Add +28.3% | 6,623 | $819K |
| Del-Sette Capital Management, LLC | 0.56% | New | 6,550 | $810K |
| Calton & Associates, Inc. | 0.14% | Reduce -0.6% | 6,525 | $806K |
| Caliber Wealth Management, LLC / KS | 0.09% | Add +0.3% | 6,461 | $799K |
| Hazlett, Burt & Watson, Inc. | 0.32% | Add +2441.3% | 6,277 | $773K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -6.9% | 6,182 | $764K |
| &partners | 0.01% | Add +0.2% | 5,786 | $715K |
| Cwm, LLC | 0.00% | Add +24.1% | 5,716 | $707K |
| MAI Capital Management | 0.00% | Reduce -0.1% | 5,649 | $698K |
| Capital Investment Advisory Services, LLC | 0.06% | Reduce -2.0% | 5,606 | $693K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,403 | $668K |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.7% | 5,339 | $660K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.3% | 5,145 | $636K |
| Independent Wealth Network Inc. | 0.23% | Reduce -4.1% | 5,077 | $628K |
| National Bank of Canada | 0.00% | Add +8.8% | 5,035 | $622K |
"% of holder's portfolio" is PKW's weight in each manager's 13F, not the share of Invesco Buyback Achievers Et the manager owns.