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Invesco Dividend Achievers ETF
PFM

65 hedge funds and large institutions have $90.5M invested in Invesco Dividend Achievers ETF in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

12% more funds holding

Funds holding: 58 → 65 (+7)

4% more capital invested

Capital invested by funds: $87M → $90.5M (+$3.5M)

1.13% less ownership

Funds ownership: 28.61% → 27.48% (-1.1%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.25M
2
FAAS
First Allied Advisory Services
California
+$825K
3
AG
Advisor Group
Arizona
+$693K
4
Jane Street
Jane Street
New York
+$389K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$217K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.28M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$854K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$379K
5
Citadel Advisors
Citadel Advisors
Florida
-$259K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$509K +$128 +5 +0%
DBT
27
Dubuque Bank & Trust
Iowa
$423K – – –
Jane Street
28
Jane Street
New York
$402K +$389K +15,207 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$392K – – –
CBT
30
Capital Bank & Trust
California
$357K – – –
First Manhattan
31
First Manhattan
New York
$345K – – –
Creative Planning
32
Creative Planning
Kansas
$313K +$77 +3 +0%
CCM
33
Catawba Capital Management
Virginia
$306K – – –
NA
34
NewEdge Advisors
Louisiana
$273K -$26 -1 -0%
VF
35
Virtu Financial
New York
$264K -$639 -25 -0.2%
SC
36
Stratford Consulting
Texas
$263K +$537 +21 +0.2%
SG Americas Securities
37
SG Americas Securities
New York
$245K +$85K +3,327 +56%
Brown Advisory
38
Brown Advisory
Maryland
$243K – – –
CAN
39
Cetera Advisor Networks
California
$243K +$11.5K +451 +5%
EWA
40
Exencial Wealth Advisors
Oklahoma
$242K -$138K -5,410 -37%
AAMA
41
Advanced Asset Management Advisors
Ohio
$211K +$204K +7,985 New
LWAC
42
Laurel Wealth Advisors (California)
California
$203K +$197K +7,703 New
GP
43
Girard Partners
Pennsylvania
$201K +$194K +7,600 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$130K +$690 +27 +0.6%
PCFFS
45
Pacific Center for Financial Services
California
$110K – – –
SFSIG
46
San Francisco Sentry Investment Group
California
$108K – – –
APA
47
American Portfolios Advisors
New York
$105K +$102K +3,977 New
WB
48
Webster Bank
Connecticut
$103K – – –
IA
49
IFP Advisors
Florida
$100K – – –
CA
50
Calton & Associates
Florida
$73K +$68.8K +2,694 New
1
2
3

PFM Hedge Fund Activity: Q4 2017 in Review

65 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2017, worth a combined $90.5M — up 4% from $87M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFM positions and 4 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $2.25M. The largest seller was Invesco, cutting an estimated $4.28M.

  • 65 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2017, up from 58 in Q3 2017.
  • Funds reported $90.5M of Invesco Dividend Achievers ETF stock for Q4 2017, up 4% quarter-over-quarter.
  • 11 funds opened new Invesco Dividend Achievers ETF positions in Q4 2017 and 4 closed out, a net change of +7 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2017 was PNC Financial Services Group, an estimated $2.25M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2017 was Invesco, an estimated $4.28M sold.

Based on aggregated 13F filings for Q4 2017.