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Invesco Dividend Achievers ETF
PFM

115 hedge funds and large institutions have $424M invested in Invesco Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

23% more capital invested

Capital invested by funds: $343M → $424M (+$80.2M)

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

11% more funds holding

Funds holding: 104 → 115 (+11)

3.05% more ownership

Funds ownership: 53.56% → 56.62% (+3.1%)

Holders
115
Holders Change
+11
Holders Change %
+10.58%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
40
Reduced
35
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
+$13.4M
2
LPL Financial
LPL Financial
California
+$10.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$7.15M
4
MCM
MAI Capital Management
Ohio
+$2.28M
5
Morgan Stanley
Morgan Stanley
New York
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1M
2
Invesco
Invesco
Georgia
-$814K
3
FTUS
Flow Traders U.S.
New York
-$711K
4
MIAN
Mariner Independent Advisor Network
Kansas
-$426K
5
Citadel Advisors
Citadel Advisors
Florida
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.42M +$626K +16,351 +84%
EA
27
Eudaimonia Advisors
Tennessee
$1.36M +$1.31M +34,185 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$1.27M +$138K +3,601 +13%
Citigroup
29
Citigroup
New York
$1.26M +$1.13M +29,422 +1,346%
Charles Schwab
30
Charles Schwab
California
$1.23M -$13.7K -357 -1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.23M +$129K +3,360 +12%
PAG
32
Private Advisor Group
New Jersey
$1.22M -$294K -7,670 -20%
CW
33
CreativeOne Wealth
Kansas
$1.22M -$35.1K -915 -3%
GM
34
GeoWealth Management
Illinois
$1.19M +$915K +23,888 +395%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$957K -$277K -7,222 -23%
CAN
36
Cetera Advisor Networks
California
$952K +$668K +17,429 +267%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$949K -$171K -4,455 -16%
SWA
38
Strategies Wealth Advisors
Michigan
$948K +$914K +23,855 New
EWA
39
EP Wealth Advisors
California
$947K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$914K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$908K +$6.44K +168 +0.7%
CFA
42
Carroll Financial Associates
North Carolina
$788K -$77 -2 -0%
IWC
43
Integrated Wealth Concepts
Massachusetts
$784K +$127K +3,324 +20%
MML Investors Services
44
MML Investors Services
Massachusetts
$742K +$247K +6,457 +53%
WA
45
WBH Advisory
Maryland
$716K +$460 +12 +0.1%
SW
46
SteelPeak Wealth
California
$699K +$29.7K +775 +5%
QCM
47
Quest Capital Management
Texas
$698K +$920 +24 +0.1%
IA
48
Insight Advisors
Pennsylvania
$649K -$282K -7,365 -31%
DBT
49
Dubuque Bank & Trust
Iowa
$636K – – –
BDFN
50
Bond & Devick Financial Network
Minnesota
$621K +$3.91K +102 +0.7%
1
2
3 4 5

PFM Hedge Fund Activity: Q4 2021 in Review

115 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2021, worth a combined $424M — up 23% from $343M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFM positions and 2 closed out — a net gain of 13 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Flaharty Asset Management, adding an estimated $13.4M. The largest seller was Bank of America, cutting an estimated $1M.

  • 115 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2021, up from 104 in Q3 2021.
  • Funds reported $424M of Invesco Dividend Achievers ETF stock for Q4 2021, up 23% quarter-over-quarter.
  • 15 funds opened new Invesco Dividend Achievers ETF positions in Q4 2021 and 2 closed out, a net change of +13 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2021 was Flaharty Asset Management, an estimated $13.4M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2021 was Bank of America, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2021.