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Invesco Dividend Achievers ETF
PFM

95 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

36% more capital invested

Capital invested by funds: $190M → $258M (+$68.5M)

12% more funds holding

Funds holding: 85 → 95 (+10)

3.7% more ownership

Funds ownership: 46.63% → 50.33% (+3.7%)

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$23.5M
2
LPL Financial
LPL Financial
California
+$7.28M
3
Morgan Stanley
Morgan Stanley
New York
+$5.71M
4
SW
SteelPeak Wealth
California
+$1.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$959K
4
Bank of America
Bank of America
North Carolina
-$436K
5
AAS
Avantax Advisory Services
Texas
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCIA
26
Hochman Cole Investment Advisors
Illinois
$1.33M +$1.29M +40,504 New
VWA
27
V Wealth Advisors
Kansas
$1.26M +$576K +18,085 +89%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$1.06M +$275K +8,638 +37%
IA
29
Insight Advisors
Pennsylvania
$1.06M +$1.02M +32,202 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$932K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$910K – – –
WA
32
WBH Advisory
Maryland
$885K -$56.8K -1,784 -6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$874K +$327K +10,265 +63%
CFG
34
Citizens Financial Group
Rhode Island
$873K +$1.21K +38 +0.1%
Deutsche Bank
35
Deutsche Bank
Germany
$804K – – –
NFG
36
NewFocus Financial Group
Washington
$784K -$49.3K -1,550 -6%
HighTower Advisors
37
HighTower Advisors
Illinois
$719K +$254K +7,983 +58%
CFA
38
Carroll Financial Associates
North Carolina
$659K +$1.72K +54 +0.3%
EH
39
Equitable Holdings
New York
$633K +$43.8K +1,375 +8%
CW
40
CreativeOne Wealth
Kansas
$626K +$56.7K +1,781 +10%
QCM
41
Quest Capital Management
Texas
$624K – – –
DBT
42
Dubuque Bank & Trust
Iowa
$526K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$478K +$32 +1 +0%
CBT
44
Capital Bank & Trust
California
$444K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$430K -$42.3K -1,330 -9%
ASN
46
Advisory Services Network
Georgia
$423K -$109K -3,411 -21%
PIA
47
Pinion Investment Advisors
Kansas
$418K +$47.6K +1,495 +13%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$401K +$118K +3,717 +44%
EP
49
Eudaimonia Partners
Tennessee
$391K +$165K +5,172 +77%
TFGT
50
TS Financial Group (TSFG)
Illinois
$374K +$637 +20 +0.2%
1
2
3 4 5

PFM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2020, worth a combined $258M — up 36% from $190M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFM positions and 9 closed out — a net gain of 10 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.52M.

  • 95 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $258M of Invesco Dividend Achievers ETF stock for Q4 2020, up 36% quarter-over-quarter.
  • 19 funds opened new Invesco Dividend Achievers ETF positions in Q4 2020 and 9 closed out, a net change of +10 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2020 was Osaic Holdings, an estimated $23.5M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2020.