Invesco Dividend Achievers ETF
PFM
60 hedge funds and large institutions have $103M invested in Invesco Dividend Achievers ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.
19% more capital invested
Capital invested by funds: $86.5M → $103M (+$16.8M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
4.63% more ownership
Funds ownership: 28.76% → 33.39% (+4.6%)
8% less funds holding
Funds holding: 65 → 60 (-5)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$14.7M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.78M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.02M |
| 4 |
Jane Street
New York
|
+$344K |
| 5 |
Morgan Stanley
New York
|
+$326K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.44M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$960K |
| 4 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
-$893K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$884K |
PFM Hedge Fund Activity: Q2 2018 in Review
60 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2018, worth a combined $103M — up 19% from $86.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PFM and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 19 added.
The largest buyer was Cornerstone Wealth Management, adding an estimated $14.7M. The largest seller was Invesco, cutting an estimated $1.44M.
- 60 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2018, down from 65 in Q1 2018.
- Funds reported $103M of Invesco Dividend Achievers ETF stock for Q2 2018, up 19% quarter-over-quarter.
- 7 funds opened new Invesco Dividend Achievers ETF positions in Q2 2018 and 10 closed out, a net change of -3 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $14.7M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2018 was Invesco, an estimated $1.44M sold.
Based on aggregated 13F filings for Q2 2018.