Invesco Dividend Achievers ETF
PFM
41 hedge funds and large institutions have $115M invested in Invesco Dividend Achievers ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $106M → $115M (+$8.62M)
3% more funds holding
Funds holding: 40 → 41 (+1)
1.08% more ownership
Funds ownership: 35.23% → 36.31% (+1.1%)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.65M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.41M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$585K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$450K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.24M |
| 2 |
Morgan Stanley
New York
|
-$947K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$866K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$533K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$311K |
PFM Hedge Fund Activity: Q3 2013 in Review
41 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2013, worth a combined $115M — up 8.1% from $106M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PFM positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Invesco, adding an estimated $4.65M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.24M.
- 41 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2013, up from 40 in Q2 2013.
- Funds reported $115M of Invesco Dividend Achievers ETF stock for Q3 2013, up 8.1% quarter-over-quarter.
- 4 funds opened new Invesco Dividend Achievers ETF positions in Q3 2013 and 3 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2013 was Invesco, an estimated $4.65M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2013 was Commonwealth Equity Services, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2013.