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Invesco Dividend Achievers ETF
PFM

115 hedge funds and large institutions have $368M invested in Invesco Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

1.98% more ownership

Funds ownership: 58.45% → 60.44% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 121 → 115 (-6)

6% less capital invested

Capital invested by funds: $391M → $368M (-$23.1M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
58
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$13M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
4
FAM
Flaharty Asset Management
Florida
+$2.01M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.61M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$2.42M
3
LPL Financial
LPL Financial
California
-$1.97M
4
Invesco
Invesco
Georgia
-$1.09M
5
Citigroup
Citigroup
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$1.62M +$2.85K +80 +0.2%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$1.58M +$85.2K +2,394 +5%
BS
28
Banco Santander
Spain
$1.5M – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.45M +$49.6K +1,395 +3%
IFWM
30
Institute for Wealth Management
Colorado
$1.32M – – –
KAS
31
Kestra Advisory Services
Texas
$1.29M +$1.04M +29,109 +271%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.21M +$108K +3,028 +9%
APA
33
American Portfolios Advisors
New York
$1.21M +$899K +25,272 +210%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.21M +$864K +24,286 +186%
EA
35
Eudaimonia Advisors
Tennessee
$1.15M +$6.58K +185 +0.5%
CAN
36
Cetera Advisor Networks
California
$1.06M +$120K +3,367 +11%
CW
37
CreativeOne Wealth
Kansas
$1.02M -$24.8K -696 -2%
MML Investors Services
38
MML Investors Services
Massachusetts
$835K +$152K +4,267 +20%
HighTower Advisors
39
HighTower Advisors
Illinois
$795K +$6.37K +179 +0.7%
FHA
40
Flagship Harbor Advisors
Massachusetts
$779K +$96.4K +2,709 +13%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$772K – – –
EWA
42
EP Wealth Advisors
California
$741K – – –
EH
43
Equitable Holdings
New York
$672K -$117K -3,282 -14%
AAS
44
Avantax Advisory Services
Texas
$624K +$44.2K +1,242 +7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$623K +$188K +5,275 +38%
TRCT
46
Tower Research Capital (TRC)
New York
$594K +$8.29K +233 +1%
SW
47
SteelPeak Wealth
California
$569K – – –
FPCP
48
Fort Point Capital Partners
California
$564K +$66.7K +1,875 +12%
WA
49
WBH Advisory
Maryland
$544K -$38.7K -1,088 -6%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$522K +$854 +24 +0.1%
1
2
3 4 5

PFM Hedge Fund Activity: Q3 2022 in Review

115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2022, worth a combined $368M — down 5.9% from $391M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PFM and 6 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 58 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $5.61M.

  • 115 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2022, down from 121 in Q2 2022.
  • Funds reported $368M of Invesco Dividend Achievers ETF stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 6 funds opened new Invesco Dividend Achievers ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $13M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2022 was Bank of America, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2022.