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Invesco Dividend Achievers ETF
PFM

60 hedge funds and large institutions have $91M invested in Invesco Dividend Achievers ETF in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $81.5M → $91M (+$9.48M)

3% more funds holding

Funds holding: 58 → 60 (+2)

2.09% more ownership

Funds ownership: 27.59% → 29.68% (+2.1%)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.13M
3
Invesco
Invesco
Georgia
+$1.01M
4
Citadel Advisors
Citadel Advisors
Florida
+$854K
5
Jane Street
Jane Street
New York
+$585K

Top Sellers

Rank Fund Capital Flow
1
T
Thomaspartners
Massachusetts
-$426K
2
IWA
IBEX Wealth Advisors
New Jersey
-$216K
3
Wells Fargo
Wells Fargo
California
-$85.1K
4
Mariner
Mariner
Kansas
-$76.2K
5
EWA
Exencial Wealth Advisors
Oklahoma
-$64.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
Cornerstone Wealth Management
Missouri
$600K -$19.5K -829 -3%
Jane Street
27
Jane Street
New York
$592K +$585K +24,910 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$496K +$4.86K +207 +1%
M&T Bank
29
M&T Bank
New York
$475K – – –
Goldman Sachs
30
Goldman Sachs
New York
$429K +$154K +6,544 +57%
DBT
31
Dubuque Bank & Trust
Iowa
$380K – – –
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$352K – – –
EWA
33
Exencial Wealth Advisors
Oklahoma
$344K -$64.9K -2,762 -16%
First Manhattan
34
First Manhattan
New York
$318K – – –
Creative Planning
35
Creative Planning
Kansas
$281K +$23 +1 +0%
SC
36
Stratford Consulting
Texas
$258K -$52.1K -2,221 -17%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$255K +$13K +554 +5%
CAN
38
Cetera Advisor Networks
California
$254K -$46.9K -1,998 -16%
CCM
39
Catawba Capital Management
Virginia
$251K – – –
AIA
40
Allegis Investment Advisors
Idaho
$250K +$247K +10,517 New
NA
41
NewEdge Advisors
Louisiana
$222K – – –
Brown Advisory
42
Brown Advisory
Maryland
$218K +$216K +9,182 New
GP
43
Girard Partners
Pennsylvania
$200K +$197K +8,400 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$163K +$1.62K +69 +1%
AG
45
Advisor Group
Arizona
$144K +$12.3K +525 +10%
PCFFS
46
Pacific Center for Financial Services
California
$99K – – –
EA
47
Edge Advisors
Georgia
$95K +$70 +3 +0.1%
WB
48
Webster Bank
Connecticut
$93K – – –
IA
49
IFP Advisors
Florida
$90K -$30.5K -1,298 -25%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$78.2K +$77.3K +3,290 New
1
2
3

PFM Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2017, worth a combined $91M — up 12% from $81.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PFM positions and 3 closed out — a net gain of 3 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Thomaspartners, cutting an estimated $426K.

  • 60 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2017, up from 58 in Q4 2016.
  • Funds reported $91M of Invesco Dividend Achievers ETF stock for Q1 2017, up 12% quarter-over-quarter.
  • 6 funds opened new Invesco Dividend Achievers ETF positions in Q1 2017 and 3 closed out, a net change of +3 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2017 was Morgan Stanley, an estimated $1.64M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2017 was Thomaspartners, an estimated $426K sold.

Based on aggregated 13F filings for Q1 2017.