Invesco Dividend Achievers ETF
PFM
42 hedge funds and large institutions have $130M invested in Invesco Dividend Achievers ETF in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 4 closing their positions.
3% more capital invested
Capital invested by funds: $126M → $130M (+$4.06M)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.56% less ownership
Funds ownership: 36.48% → 35.91% (-0.56%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$546K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$522K |
| 3 |
LPL Financial
San Diego,
California
|
+$475K |
| 4 |
ICAS
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
+$460K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.02M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$734K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$592K |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$363K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$311K |
PFM Hedge Fund Activity: Q2 2014 in Review
42 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2014, worth a combined $130M — up 3.2% from $126M a quarter earlier.
Fund positioning in PFM was balanced in Q2 2014: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 17 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $546K. The largest seller was Bank of America, cutting an estimated $2.02M.
- 42 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2014, unchanged from Q1 2014.
- Funds reported $130M of Invesco Dividend Achievers ETF stock for Q2 2014, up 3.2% quarter-over-quarter.
- 4 funds opened new Invesco Dividend Achievers ETF positions in Q2 2014 and 4 closed out, a net change of 0 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2014 was Bank of New York Mellon, an estimated $546K added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2014 was Bank of America, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2014.