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Invesco Dividend Achievers ETF
PFM

121 hedge funds and large institutions have $415M invested in Invesco Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 30 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

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

5% more funds holding

Funds holding: 115 → 121 (+6)

2.36% more ownership

Funds ownership: 56.62% → 58.97% (+2.4%)

2% less capital invested

Capital invested by funds: $424M → $415M (-$8.64M)

Holders
121
Holders Change
+6
Holders Change %
+5.22%
% of All Funds
1.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
42
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$12.1M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$11.8M
3
HWM
Horizon Wealth Management
Illinois
+$5.73M
4
FFN
Focus Financial Network
Minnesota
+$3.31M
5
Morgan Stanley
Morgan Stanley
New York
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$15.6M
2
AAS
Avantax Advisory Services
Texas
-$5.61M
3
LPL Financial
LPL Financial
California
-$3.47M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.88M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
26
Capital Advisory Group Advisory Services
Minnesota
$1.8M +$33.6K +881 +2%
KWM
27
Kingsview Wealth Management
Oregon
$1.78M -$17.1K -448 -1%
GM
28
GeoWealth Management
Illinois
$1.75M +$593K +15,560 +52%
IFWM
29
Institute for Wealth Management
Colorado
$1.57M – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.4M +$172K +4,508 +14%
EA
31
Eudaimonia Advisors
Tennessee
$1.33M +$12.1K +317 +0.9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.22M +$28K +734 +2%
EH
33
Equitable Holdings
New York
$1.2M -$175K -4,602 -13%
CW
34
CreativeOne Wealth
Kansas
$1.19M +$10.2K +267 +0.9%
Goldman Sachs
35
Goldman Sachs
New York
$1.14M +$1.13M +29,598 New
Charles Schwab
36
Charles Schwab
California
$1.11M -$73.2K -1,922 -6%
CAN
37
Cetera Advisor Networks
California
$1.09M +$170K +4,455 +19%
SWA
38
Strategies Wealth Advisors
Michigan
$922K +$4.3K +113 +0.5%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$918K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$918K +$33.9K +891 +4%
EWA
41
EP Wealth Advisors
California
$917K – – –
AAS
42
Avantax Advisory Services
Texas
$894K -$5.61M -147,190 -86%
Deutsche Bank
43
Deutsche Bank
Germany
$893K +$7.96K +209 +0.9%
MML Investors Services
44
MML Investors Services
Massachusetts
$795K +$75.8K +1,989 +11%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$766K -$165K -4,344 -18%
WA
46
WBH Advisory
Maryland
$680K -$3.92K -103 -0.6%
SW
47
SteelPeak Wealth
California
$677K – – –
FHA
48
Flagship Harbor Advisors
Massachusetts
$646K +$221K +5,796 +53%
IWC
49
Integrated Wealth Concepts
Massachusetts
$644K -$113K -2,964 -15%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$619K +$614K +16,105 New
1
2
3 4 5

PFM Hedge Fund Activity: Q1 2022 in Review

121 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2022, worth a combined $415M — down 2% from $424M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFM positions and 9 closed out — a net gain of 10 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Osaic Holdings, cutting an estimated $15.6M.

  • 121 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2022, up from 115 in Q4 2021.
  • Funds reported $415M of Invesco Dividend Achievers ETF stock for Q1 2022, down 2% quarter-over-quarter.
  • 19 funds opened new Invesco Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +10 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $12.1M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2022 was Osaic Holdings, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2022.