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Invesco Dividend Achievers ETF
PFM

71 hedge funds and large institutions have $113M invested in Invesco Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more funds holding

Funds holding: 59 → 71 (+12)

11% more capital invested

Capital invested by funds: $101M → $113M (+$11.4M)

9.29% more ownership

Funds ownership: 28.72% → 38% (+9.3%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
16
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Arrow Investment Advisors
Maryland
+$15.2M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
DWA
Dorsey Wright & Associates
California
+$3.74M
4
CSIA
Charles Schwab Investment Advisory
California
+$1.82M
5
IFWM
Institute for Wealth Management
Colorado
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$13.8M
2
Invesco
Invesco
Georgia
-$1.37M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.02M
4
Morgan Stanley
Morgan Stanley
New York
-$628K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$595K – – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$592K +$74.2K +2,820 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$527K -$518K -19,701 -48%
Stifel Financial
29
Stifel Financial
Missouri
$503K +$536K +20,387 New
M&T Bank
30
M&T Bank
New York
$494K – – –
AG
31
Advisor Group
Arizona
$494K +$356K +13,529 +210%
CWM
32
Cornerstone Wealth Management
Missouri
$476K +$505K +19,212 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$439K +$468K +17,790 New
CFA
34
Carroll Financial Associates
North Carolina
$438K -$309K -11,733 -40%
DBT
35
Dubuque Bank & Trust
Iowa
$395K – – –
CBT
36
Capital Bank & Trust
California
$334K – – –
Baird Financial Group
37
Baird Financial Group
Wisconsin
$310K +$330K +12,533 New
SFSIG
38
San Francisco Sentry Investment Group
California
$300K +$24.8K +941 +8%
First Manhattan
39
First Manhattan
New York
$288K – – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$283K – – –
Creative Planning
41
Creative Planning
Kansas
$280K -$18.4K -700 -6%
SC
42
Stratford Consulting
Texas
$247K +$658 +25 +0.3%
CAN
43
Cetera Advisor Networks
California
$233K -$38.5K -1,463 -14%
Brown Advisory
44
Brown Advisory
Maryland
$217K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$166K -$1.76K -67 -1%
GWM
46
Geneos Wealth Management
Colorado
$165K – – –
AIC
47
Ameritas Investment Company
Nebraska
$109K +$116K +4,400 New
MOS
48
MGO One Seven
Ohio
$106K +$113K +4,304 New
FANJ
49
Financial Architects (New Jersey)
New Jersey
$104K +$579 +22 +0.5%
PCFFS
50
Pacific Center for Financial Services
California
$103K – – –
1
2
3 4

PFM Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2018, worth a combined $113M — up 11% from $101M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PFM positions and 6 closed out — a net gain of 12 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $15.2M. The largest seller was Ameriprise, exiting entirely with an estimated $13.8M sold.

  • 71 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2018, up from 59 in Q3 2018.
  • Funds reported $113M of Invesco Dividend Achievers ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 18 funds opened new Invesco Dividend Achievers ETF positions in Q4 2018 and 6 closed out, a net change of +12 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $15.2M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2018 was Ameriprise, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2018.