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Invesco Dividend Achievers ETF
PFM

76 hedge funds and large institutions have $108M invested in Invesco Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

12% more funds holding

Funds holding: 68 → 76 (+8)

9% more capital invested

Capital invested by funds: $98.3M → $108M (+$9.23M)

1.37% more ownership

Funds ownership: 31.93% → 33.3% (+1.4%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$988K
2
Bank of America
Bank of America
North Carolina
+$945K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$846K
4
Wells Fargo
Wells Fargo
California
+$780K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$715K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1M
2
UBS Group
UBS Group
Switzerland
-$637K
3
M&T Bank
M&T Bank
New York
-$591K
4
Invesco
Invesco
Georgia
-$403K
5
CSIA
Charles Schwab Investment Advisory
California
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$740K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$608K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$600K -$19.5K -654 -3%
Goldman Sachs
29
Goldman Sachs
New York
$600K – – –
CWM
30
Cornerstone Wealth Management
Missouri
$556K +$12K +402 +2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$541K +$18.8K +628 +4%
DBT
32
Dubuque Bank & Trust
Iowa
$491K – – –
RW
33
RVW Wealth
California
$489K – – –
CFA
34
Carroll Financial Associates
North Carolina
$489K +$27.5K +920 +6%
AG
35
Advisor Group
Arizona
$478K +$126K +4,225 +37%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$443K – – –
OWD
37
Osborn Williams & Donohoe
Ohio
$432K +$9.41K +315 +2%
NA
38
NewEdge Advisors
Louisiana
$417K -$9.35K -313 -2%
CBT
39
Capital Bank & Trust
California
$415K – – –
SFSIG
40
San Francisco Sentry Investment Group
California
$371K +$15.6K +522 +5%
CAN
41
Cetera Advisor Networks
California
$362K +$538 +18 +0.2%
Creative Planning
42
Creative Planning
Kansas
$348K – – –
First Manhattan
43
First Manhattan
New York
$343K -$15.7K -525 -4%
SC
44
Stratford Consulting
Texas
$310K +$657 +22 +0.2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$279K +$31.8K +1,066 +13%
Brown Advisory
46
Brown Advisory
Maryland
$270K – – –
NEGWA
47
New England Guild Wealth Advisors
Connecticut
$246K – – –
CA
48
Cetera Advisors
Colorado
$240K +$149 +5 +0.1%
WF
49
Welch & Forbes
Massachusetts
$208K – – –
CT
50
Caldwell Trust
Florida
$189K +$184K +6,148 New
1
2
3 4

PFM Hedge Fund Activity: Q4 2019 in Review

76 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2019, worth a combined $108M — up 9.4% from $98.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFM positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $988K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.

  • 76 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2019, up from 68 in Q3 2019.
  • Funds reported $108M of Invesco Dividend Achievers ETF stock for Q4 2019, up 9.4% quarter-over-quarter.
  • 13 funds opened new Invesco Dividend Achievers ETF positions in Q4 2019 and 5 closed out, a net change of +8 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2019 was Jane Street, an estimated $988K added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2019 was Citadel Advisors, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2019.