Invesco Dividend Achievers ETF
PFM
106 hedge funds and large institutions have $296M invested in Invesco Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
15% more capital invested
Capital invested by funds: $258M → $296M (+$37.8M)
12% more funds holding
Funds holding: 95 → 106 (+11)
0.06% less ownership
Funds ownership: 50.33% → 50.27% (-0.06%)
15% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 34
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.54M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$4.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.07M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$4.86M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$2.27M |
| 4 |
GA
GoalVest Advisory
New York
|
-$1.93M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
PFM Hedge Fund Activity: Q1 2021 in Review
106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2021, worth a combined $296M — up 15% from $258M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PFM positions and 8 closed out — a net gain of 13 holders — while 29 added to existing stakes and 34 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $12.3M. The largest seller was Wells Fargo, cutting an estimated $7.07M.
- 106 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2021, up from 95 in Q4 2020.
- Funds reported $296M of Invesco Dividend Achievers ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 21 funds opened new Invesco Dividend Achievers ETF positions in Q1 2021 and 8 closed out, a net change of +13 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q1 2021 was Osaic Holdings, an estimated $12.3M added.
- The largest Invesco Dividend Achievers ETF seller in Q1 2021 was Wells Fargo, an estimated $7.07M sold.
Based on aggregated 13F filings for Q1 2021.