Invesco BuyBack Achievers is an exchange-traded fund on NASDAQ. As of Q3 2025, 236 institutional investors hold shares in this ETF, with total holdings valued at $640.6M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $109.3M.
Overview of institutional ownership in PKW as of Q3 2025
Institutions with the largest positions in PKW as of Q3 2025
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $109.3M 0.01% of portfolio |
L LPL Financial LLC Institution | $56.1M 0.02% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $44.4M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $43.0M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $28.2M 0.01% of portfolio |
UBS Group AG Institution | $18.2M 0.00% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $10.7M 0.01% of portfolio |
Pacific Wealth Strategies Group, Inc. RIA/Wealth | $10.5M 6.47% of portfolio |
Curtis Advisory Group, LLC RIA/Wealth | $10.3M 2.34% of portfolio |
$9.8M 0.03% of portfolio |
Institutional buying and selling activity for PKW in Q3 2025
| Institution | Net Bought |
|---|---|
E Elevation Capital Advisory, LLC RIA/Wealth | +$6.3M +47.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$5.8M +43.9K shares |
W WIN ADVISORS, INC RIA/Wealth | +$4.6M +34.5K shares |
L LPL Financial LLC Institution | +$4.5M +34.3K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$4.4M +33.0K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.8M +20.8K shares |
Hudock Moyer Wealth Resources, LLC RIA/Wealth | +$2.7M +20.4K shares |
Sovran Advisors, LLC RIA/Wealth | +$2.3M +18.0K shares |
UBS Group AG Institution | +$1.9M +14.0K shares |
MORGAN STANLEY RIA/Wealth | +$1.4M +10.6K shares |
| Institution | Net Sold |
|---|---|
B BNP PARIBAS ARBITRAGE, SA Institution | −$2.7M −20.1K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$2.4M −18.5K shares |
BB&T CORP Institution | −$2.3M −17.6K shares |
Equitable Holdings, Inc. Institution | −$996.0K −7.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$946.2K −7.1K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$562.8K −4.2K shares |
Fortitude Financial, LLC RIA/Wealth | −$556.9K −4.6K shares |
Resonant Capital Advisors, LLC RIA/Wealth | −$524.8K −4.0K shares |
G GTS SECURITIES LLC Institution | −$506.4K −4.1K shares |
Ergawealth Advisors, Inc. RIA/Wealth | −$494.8K −4.0K shares |
Institutions that initiated new positions or completely exited PKW in Q3 2025
| Institution | Position Value |
|---|---|
W WIN ADVISORS, INC RIA/Wealth | $4.6M 34.5K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $4.4M 33.0K shares |
T TBH Global Asset Management, LLC RIA/Wealth | $881.5K 6.7K shares |
NorthRock Partners, LLC RIA/Wealth | $662.5K 5.0K shares |
Kendall Capital Management RIA/Wealth | $483.2K 3.6K shares |
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | $417.2K 3.1K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $265.0K 2.0K shares |
INTL FCSTONE INC. Institution | $225.9K 1.7K shares |
T TPG Advisors LLC Institution | $213.2K 1.6K shares |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager | $212.0K 1.6K shares |
| Institution | Previous Position |
|---|---|
G GTS SECURITIES LLC Institution | $506.4K 4.1K shares |
Ergawealth Advisors, Inc. RIA/Wealth | $494.8K 4.0K shares |
Foundations Investment Advisors, LLC RIA/Wealth | $399.5K 3.2K shares |
$344.8K 2.8K shares | |
J JANE STREET GROUP, LLC Institution | $283.3K 2.3K shares |
L Lion Street Advisors, LLC RIA/Wealth | $207.0K 1.7K shares |
Providence Capital Advisors, LLC RIA/Wealth | $24.7K 200.0 shares |
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $12.4K 100.0 shares |
Institutions with the largest Call and Put options positions in PKW as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $265.0K 20.0 contracts |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PKW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Pacific Wealth Strategies Group, Inc. RIA/Wealth | 6.47% $10.5M |
Fortitude Financial, LLC RIA/Wealth | 3.47% $3.0M |
E Elevation Capital Advisory, LLC RIA/Wealth | 3.25% $8.1M |
Smart Portfolios, LLC RIA/Wealth | 2.36% $2.4M |
Curtis Advisory Group, LLC RIA/Wealth | 2.34% $10.3M |
W WIN ADVISORS, INC RIA/Wealth | 2.23% $4.6M |
Legacy Capital Wealth Partners, LLC RIA/Wealth | 1.71% $7.8M |
Hershey Financial Advisers, LLC RIA/Wealth | 1.50% $1.7M |
PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.98% $2.0M |
B Banque de Luxembourg S.A. Institution | 0.82% $1.6M |
Discover hedge funds investing in PKW

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $2.1B | 5.71% | |
Consumer Electronics Technology | $1.9B | 5.06% | |
Software - Infrastructure Technology | $1.4B | 3.93% |
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