IPKW Institutional Ownership
Invesco International BuyBack Achievers ETF
1W: -2.4%
1M: -3.6%
3M: +1.1%
YTD: +4.8%
1Y: +11.4%
3Y: +81.3%
5Y: +59.7%
$58.92
+0.42 (+0.72%)
Weekly Expected Move ±1.9%
$57
$58
$59
$60
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IPKW
103
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
351M
Total Invested
9
New Positions
45
Increased
39
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (117 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 722,597 | 43M | +26,820 | +3.9% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 702,544 | 41M | +40,501 | +6.1% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 659,314 | 39M | +63,257 | +10.6% | 33Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 497,047 | 29M | -280,023 | -36.0% | 7Q | SEC ↗ |
| 5 | Kellett Wealth Advisors, LLC | 349,517 | 21M | +20,776 | +6.3% | 19Q | SEC ↗ |
| 6 | Nikulski Financial, Inc. | 245,164 | 14M | +15,376 | +6.7% | 6Q | SEC ↗ |
| 7 | UBS Group AG | 207,116 | 12M | +55,004 | +36.2% | 33Q | SEC ↗ |
| 8 | Park Edge Advisors, LLC | 195,510 | 12M | +92,954 | +90.6% | 5Q | SEC ↗ |
| 9 | Arkadios Wealth Advisors | 181,244 | 11M | +10,103 | +5.9% | 6Q | SEC ↗ |
| 10 | AMERIPRISE FINANCIAL INC | 179,557 | 11M | +44,648 | +33.1% | 11Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 175,219 | 10M | +22,388 | +14.6% | 9Q | SEC ↗ |
| 12 | Brookstone Capital Management | 164,443 | 10M | +10,282 | +6.7% | 33Q | SEC ↗ |
| 13 | Breakwater Capital Group | 148,995 | 9M | +7,586 | +5.4% | 7Q | SEC ↗ |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 113,604 | 7M | +4,141 | +3.8% | 5Q | SEC ↗ |
| 15 | Cetera Investment Advisers | 110,521 | 7M | +7,515 | +7.3% | 4Q | SEC ↗ |
| 16 | Principle Wealth Partners LLC | 93,953 | 6M | +6,339 | +7.2% | 6Q | SEC ↗ |
| 17 | Private Advisor Group, LLC | 93,809 | 6M | -8,082 | -7.9% | 7Q | SEC ↗ |
| 18 | Sanctuary Advisors, LLC | 91,026 | 5M | -10,386 | -10.2% | 5Q | SEC ↗ |
| 19 | Kovack Advisors, Inc. NEW | 80,123 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 79,484 | 5M | -43,590 | -35.4% | 18Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 73,906 | 4M | +1,844 | +2.6% | 33Q | SEC ↗ |
| 22 | GTS SECURITIES LLC | 69,046 | 4M | +55,766 | +419.9% | 2Q | SEC ↗ |
| 23 | Financial Enhancement Group LLC | 68,436 | 4M | -1,842 | -2.6% | 33Q | SEC ↗ |
| 24 | VISTA INVESTMENT MANAGEMENT | 66,079 | 4M | +1,881 | +2.9% | 33Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC | 53,158 | 3M | +15,875 | +42.6% | 2Q | SEC ↗ |
| 26 | MML INVESTORS SERVICES, LLC | 48,989 | 3M | +6,299 | +14.8% | 9Q | SEC ↗ |
| 27 | Wagner Wealth Management, Corp | 45,058 | 3M | +2,209 | +5.2% | 3Q | SEC ↗ |
| 28 | Gateway Wealth Partners, LLC | 40,976 | 2M | -25,892 | -38.7% | 5Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 39,569 | 2M | -28,392 | -41.8% | 33Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,534 | 2M | -144,431 | -79.8% | 5Q | SEC ↗ |
| 31 | TOWLE & CO | 32,748 | 2M | +12,286 | +60.0% | 2Q | SEC ↗ |
| 32 | Total Clarity Wealth Management, Inc. | 31,111 | 2M | +23,103 | +288.5% | 4Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 28,578 | 2M | -1,518 | -5.0% | 5Q | SEC ↗ |
| 34 | Asset One Wealth Management LLC | 28,417 | 2M | -713 | -2.4% | 2Q | SEC ↗ |
| 35 | Dana Investment Advisors, Inc. | 28,240 | 2M | +2,483 | +9.6% | 15Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 27,903 | 2M | +617 | +2.3% | 6Q | SEC ↗ |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 26,965 | 2M | +1,476 | +5.8% | 9Q | SEC ↗ |
| 38 | Equitable Holdings, Inc. | 25,882 | 2M | -10,757 | -29.4% | 6Q | SEC ↗ |
| 39 | ATX Financial Planning, LLC | 25,701 | 2M | +12,671 | +97.2% | 3Q | SEC ↗ |
| 40 | Stratos Wealth Advisors, LLC | 24,806 | 1M | +472 | +1.9% | 18Q | SEC ↗ |
| 41 | KESTRA PRIVATE WEALTH SERVICES, LLC | 22,859 | 1M | +2,125 | +10.2% | 6Q | SEC ↗ |
| 42 | Fortis Group Advisors, LLC | 21,924 | 1M | +1,461 | +7.1% | 5Q | SEC ↗ |
| 43 | Kingsview Wealth Management, LLC | 19,911 | 1M | +571 | +3.0% | 3Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 16,794 | 990K | -1,578 | -8.6% | 6Q | SEC ↗ |
| 45 | PFG Investments, LLC | 16,476 | 971K | +110 | +0.7% | 4Q | SEC ↗ |
| 46 | Patriot Financial Group Insurance Agen | 14,725 | 868K | -14,325 | -49.3% | 5Q | SEC ↗ |
| 47 | Daner Wealth Management, LLC | 12,264 | 723K | -523 | -4.1% | 5Q | SEC ↗ |
| 48 | Fortune Financial Group, Inc. | 10,788 | 636K | +6,579 | +156.3% | 2Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC NEW | 10,578 | 623K | — | +0.0% | 1Q | SEC ↗ |
| 50 | NATIXIS ADVISORS, LLC | 10,193 | 601K | -1,505 | -12.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Kovack Advisors, Inc. | 80,123 | 5M |
| Kestra Advisory Services, LLC | 10,578 | 623K |
| BASSO CAPITAL MANAGEMENT, L.P. | 7,865 | 463K |
| Integrated Wealth Concepts LLC | 3,930 | 232K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,458 | 145K |
| FIDUCIARY FINANCIAL ADVISORS | 1,207 | 71K |
| TRUST CO OF VERMONT | 500 | 29K |
| FMR LLC | 236 | 14K |
| Global Retirement Partners, LLC | 206 | 12K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Norris Financial Group, LLC | 95,802 | 6M |
| Horizon Wealth Management, LLC | 83,577 | 5M |
| VISTA INVESTMENT PARTNERS II, LLC | 37,996 | 2M |
| WESPAC Advisors, LLC | 37,574 | 2M |
| Independent Advisor Alliance | 33,404 | 2M |
| Belpointe Asset Management LLC | 24,272 | 1M |
| Clark Capital Management Group, Inc | 21,528 | 1M |
| Meridian Wealth Management, LLC | 19,414 | 1M |
| Navis Wealth Advisors, LLC | 10,602 | 625K |
| HARBOUR INVESTMENTS, INC. | 9,124 | 538K |
| Trademark Financial Management, LLC | 6,260 | 369K |
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | 5,093 | 300K |
| PRIVATE CLIENT SERVICES, LLC | 4,100 | 242K |
| Cyndeo Wealth Partners, LLC | 3,633 | 214K |
| KANE INVESTMENT MANAGEMENT, INC. | 3,140 | 185K |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,840 | 167K |
| Root Financial Partners, LLC | 1,944 | 115K |
| MAI Capital Management | 758 | 45K |
| Sarver Vrooman Wealth Advisors | 463 | 27K |
| Advisory Services Network, LLC | 252 | 15K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Park Edge Advisors, LLC | +92,954 | +90.6% | 195,510 |
| LPL Financial LLC | +63,257 | +10.6% | 659,314 |
| GTS SECURITIES LLC | +55,766 | +419.9% | 69,046 |
| UBS Group AG | +55,004 | +36.2% | 207,116 |
| AMERIPRISE FINANCIAL INC | +44,648 | +33.1% | 179,557 |
| MORGAN STANLEY | +40,501 | +6.1% | 702,544 |
| BANK OF AMERICA CORP /DE | +26,820 | +3.9% | 722,597 |
| Total Clarity Wealth Management, In | +23,103 | +288.5% | 31,111 |
| JONES FINANCIAL COMPANIES LLLP | +22,388 | +14.6% | 175,219 |
| Kellett Wealth Advisors, LLC | +20,776 | +6.3% | 349,517 |
| CITADEL ADVISORS LLC | +15,875 | +42.6% | 53,158 |
| Nikulski Financial, Inc. | +15,376 | +6.7% | 245,164 |
| ATX Financial Planning, LLC | +12,671 | +97.2% | 25,701 |
| TOWLE & CO | +12,286 | +60.0% | 32,748 |
| Brookstone Capital Management | +10,282 | +6.7% | 164,443 |
| Arkadios Wealth Advisors | +10,103 | +5.9% | 181,244 |
| Breakwater Capital Group | +7,586 | +5.4% | 148,995 |
| Cetera Investment Advisers | +7,515 | +7.3% | 110,521 |
| Fortune Financial Group, Inc. | +6,579 | +156.3% | 10,788 |
| Principle Wealth Partners LLC | +6,339 | +7.2% | 93,953 |