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Invesco Dividend Achievers ETF

71 hedge funds and large institutions have $92.6M invested in Invesco Dividend Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 7171 (0)

6.66% less ownership

Funds ownership: 38%31.35% (-6.7%)

18% less capital invested

Capital invested by funds: $113M → $92.6M (-$20M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
14
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$666K
Bank of New York Mellon
27
Bank of New York Mellon
New York
$638K -$111K -4,200 -15%
M&T Bank
28
M&T Bank
New York
$553K
RJFSA
29
Raymond James Financial Services Advisors
Florida
$538K -$119K -4,493 -19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$484K -$7.26K -274 -2%
CFA
31
Carroll Financial Associates
North Carolina
$458K -$26.1K -985 -6%
DBT
32
Dubuque Bank & Trust
Iowa
$443K
Baird Financial Group
33
Baird Financial Group
Wisconsin
$425K +$74.7K +2,821 +23%
CWM
34
Cornerstone Wealth Management
Missouri
$412K -$31.8K -1,199 -6%
NA
35
NewEdge Advisors
Louisiana
$399K -$132 -5 -0%
CBT
36
Capital Bank & Trust
California
$373K
SFSIG
37
San Francisco Sentry Investment Group
California
$337K +$662 +25 +0.2%
CAN
38
Cetera Advisor Networks
California
$336K +$73.4K +2,769 +30%
First Manhattan
39
First Manhattan
New York
$323K
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$317K
Creative Planning
41
Creative Planning
Kansas
$313K
SC
42
Stratford Consulting
Texas
$277K +$397 +15 +0.1%
AG
43
Advisor Group
Arizona
$267K -$273K -10,310 -52%
Brown Advisory
44
Brown Advisory
Maryland
$243K
NEGWA
45
New England Guild Wealth Advisors
Connecticut
$222K +$213K +8,025 New
GP
46
Girard Partners
Pennsylvania
$204K +$196K +7,405 New
GWM
47
Geneos Wealth Management
Colorado
$186K
CA
48
Cetera Advisors
Colorado
$186K +$177K +6,694 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$162K -$22.6K -852 -13%
FANJ
50
Financial Architects (New Jersey)
New Jersey
$118K +$689 +26 +0.6%

PFM Hedge Fund Activity: Q1 2019 in Review

71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2019, worth a combined $92.6M — down 18% from $113M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFM positions and 13 closed out — a net gain of 1 holder — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.67M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $14.2M sold.

  • 71 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $92.6M of Invesco Dividend Achievers ETF stock for Q1 2019, down 18% quarter-over-quarter.
  • 14 funds opened new Invesco Dividend Achievers ETF positions in Q1 2019 and 13 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2019 was Goldman Sachs, an estimated $2.67M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2019 was Arrow Investment Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2019.