PKW Institutional Ownership & Shareholders
INVESCO BUYBACK ACHIEVERS ET (PKW) is currently held by 245 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $691.84M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of PKW tracked by InsiderSet, reporting ownership valued at approximately $117.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $126.09M, representing an estimated gain of +6.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed PKW value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in INVESCO BUYBACK ACHIEVERS ET (PKW).
This page ranks the largest institutional PKW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
245
Total Reported Value
$691.84M
Largest Holder
Bank Of America Corp
Largest Position
$117.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 832,827 | $117,978,246 | $126,086,177 | +$8,107,931 | +6.87% | |
| Lpl Financial Llc | 0.01% | 465,875 | $65,995,794 | $70,531,332 | +$4,535,538 | +6.87% | |
| Wells Fargo & Company/Mn | 0.01% | 360,719 | $51,099,399 | $54,611,197 | +$3,511,798 | +6.87% | |
| Morgan Stanley | 0.00% | 322,879 | $45,739,213 | $48,882,395 | +$3,143,182 | +6.87% | |
| Raymond James Financial Inc | 0.01% | 224,437 | $31,793,676 | $33,978,729 | +$2,185,053 | +6.87% | |
| Stifel Financial Corp | 0.02% | 202,461 | $28,686,587 | $30,651,664 | +$1,965,077 | +6.85% | |
| Ubs Group Ag | 0.00% | 176,638 | $25,022,539 | $26,742,181 | +$1,719,642 | +6.87% | |
| Curtis Advisory Group, Llc | 2.17% | 81,563 | $11,670,034 | $12,348,263 | +$678,229 | +5.81% | |
| Triton Wealth Management, Pllc | 3.38% | 77,833 | $11,018,006 | $11,783,558 | +$765,552 | +6.95% | |
| Royal Bank Of Canada | 0.00% | 70,893 | $10,044,000 | $10,732,874 | +$688,874 | +6.86% | |
| Envestnet Asset Management Inc | 0.00% | 68,600 | $9,717,824 | $10,385,724 | +$667,900 | +6.87% | |
| Cetera Investment Advisers | 0.01% | 62,615 | $8,870,008 | $9,479,623 | +$609,615 | +6.87% | |
| Resonant Capital Advisors, Llc | 0.42% | 61,405 | $8,785,827 | $9,296,435 | +$510,608 | +5.81% | |
| Truist Financial Corp | 0.01% | 57,875 | $8,280,720 | $8,762,009 | +$481,289 | +5.81% | |
| Osaic Holdings, Inc. | 0.01% | 56,816 | $8,050,936 | $8,601,681 | +$550,745 | +6.84% | |
| Legacy Capital Wealth Partners, Llc | 1.58% | 59,400 | $7,598,033 | $8,992,887 | +$1,394,854 | +18.36% | |
| Ameriprise Financial Inc | 0.00% | 51,561 | $7,302,321 | $7,806,098 | +$503,777 | +6.90% | |
| Waverly Advisors, Llc | 0.04% | 51,046 | $7,231,239 | $7,728,130 | +$496,891 | +6.87% | |
| Prime Capital Investment Advisors, Llc | 0.07% | 47,986 | $6,865,788 | $7,264,860 | +$399,072 | +5.81% | |
| Equitable Holdings, Inc. | 0.04% | 47,969 | $6,795,201 | $7,262,286 | +$467,085 | +6.87% | |
| Cahill Financial Advisors Inc | 0.64% | 47,208 | $6,687,450 | $7,147,074 | +$459,624 | +6.87% | |
| Fmr Llc | 0.00% | 43,149 | $6,112,553 | $6,532,560 | +$420,007 | +6.87% | |
| Mariner, Llc | 0.01% | 36,301 | $5,142,351 | $5,495,804 | +$353,453 | +6.87% | |
| Thoroughbred Financial Services, Llc | 0.25% | 36,101 | $5,114,000 | $5,465,525 | +$351,525 | +6.87% | |
| Jpmorgan Chase & Co | 0.00% | 33,278 | $4,733,785 | $5,038,136 | +$304,351 | +6.43% | |
| Focus Partners Wealth | 0.00% | 33,405 | $4,732,152 | $5,057,363 | +$325,211 | +6.87% | |
| Cornerstone Wealth Management, Llc | 0.20% | 33,135 | $4,693,841 | $5,016,487 | +$322,646 | +6.87% | |
| Jones Financial Companies Lllp | 0.00% | 33,150 | $4,689,394 | $5,018,758 | +$329,364 | +7.02% | |
| Kestra Advisory Services, Llc | 0.01% | 30,805 | $4,407,564 | $4,663,735 | +$256,171 | +5.81% | |
| Commonwealth Equity Services, Llc | 0.01% | 30,575 | $4,374,722 | $4,628,914 | +$254,192 | +5.81% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 30,746 | $4,355,541 | $4,654,803 | +$299,262 | +6.87% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 40,026 | $4,339,239 | $6,059,752 | +$1,720,513 | +39.65% | |
| Sovran Advisors, Llc | 0.29% | 28,327 | $4,276,305 | $4,288,577 | +$12,272 | +0.29% | |
| Koshinski Asset Management, Inc. | 0.21% | 28,589 | $4,090,484 | $4,328,243 | +$237,759 | +5.81% | |
| Private Advisor Group, Llc | 0.02% | 26,991 | $3,823,541 | $4,086,313 | +$262,772 | +6.87% | |
| Titiun Yejiel | 3.08% | 25,000 | $3,541,500 | $3,784,885 | +$243,385 | +6.87% | |
| Ghp Investment Advisors, Inc. | 0.13% | 23,913 | $3,421,495 | $3,620,318 | +$198,823 | +5.81% | |
| Creative Planning | 0.00% | 22,412 | $3,206,656 | $3,393,074 | +$186,418 | +5.81% | |
| Newedge Advisors, Llc | 0.01% | 21,806 | $3,089,044 | $3,301,328 | +$212,284 | +6.87% | |
| Smart Portfolios, Llc | 3.05% | 23,290 | $3,056,839 | $3,525,999 | +$469,160 | +15.35% | |
| Tempus Wealth Planning, Llc | 0.58% | 21,155 | $3,026,816 | $3,202,770 | +$175,954 | +5.81% | |
| Breakwater Capital Group | 0.35% | 20,395 | $2,918,109 | $3,087,709 | +$169,600 | +5.81% | |
| Mml Investors Services, Llc | 0.01% | 19,643 | $2,782,676 | $2,973,860 | +$191,184 | +6.87% | |
| Flagship Harbor Advisors, Llc | 0.10% | 18,287 | $2,616,503 | $2,768,568 | +$152,065 | +5.81% | |
| J.W. Cole Advisors, Inc. | 0.04% | 16,941 | $2,399,867 | $2,564,789 | +$164,922 | +6.87% | |
| Essex Financial Services, Inc. | 0.11% | 16,051 | $2,273,806 | $2,430,048 | +$156,242 | +6.87% | |
| Madison Asset Management, Llc | 0.03% | 15,839 | $2,243,753 | $2,397,952 | +$154,199 | +6.87% | |
| Carnegie Investment Counsel | 0.04% | 15,412 | $2,205,163 | $2,333,306 | +$128,143 | +5.81% | |
| Scotia Capital Inc. | 0.01% | 15,385 | $2,179,616 | $2,329,218 | +$149,602 | +6.86% | |
| Pacific Sun Financial Corp | 0.89% | 15,211 | $2,154,790 | $2,302,875 | +$148,085 | +6.87% |
Frequently asked questions about PKW
Who are the largest institutional holders of PKW?
The largest institutional holders of PKW reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Wells Fargo & Company/Mn, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported PKW position.
What is PKW institutional ownership?
This page tracks PKW positions reported by institutional investment managers through SEC Form 13F. INVESCO BUYBACK ACHIEVERS ET (PKW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PKW?
InsiderSet currently tracks 245 institutional managers reporting PKW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PKW shareholders.
How much PKW stock do institutions own?
Institutional investment managers disclosed approximately $691.84M in PKW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PKW institutional ownership last updated?
The latest PKW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PKW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PKW position after the reporting date.
Are institutions buying or selling PKW?
Institutional buying and selling can be analyzed by comparing PKW positions across consecutive 13F reporting periods. InsiderSet's PKW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PKW ownership changes.
How has PKW institutional ownership changed over time?
InsiderSet tracks PKW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.