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Invesco Dividend Achievers ETF
PFM

123 hedge funds and large institutions have $391M invested in Invesco Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $369M → $391M (+$21.6M)

1.27% more ownership

Funds ownership: 56.87% → 58.15% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 125 → 123 (-2)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
36
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$17.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.35M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$3.99M
4
AWS
Atria Wealth Solutions
New York
+$2.71M
5
Jane Street
Jane Street
New York
+$570K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.07M
2
LPL Financial
LPL Financial
California
-$6.29M
3
Mariner
Mariner
Kansas
-$6.02M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$3.99M
5
CL
Choreo LLC
Illinois
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$2.07M -$29.2K -790 -1%
EH
27
Equitable Holdings
New York
$1.94M +$424K +11,457 +29%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$1.88M +$10.6K +287 +0.6%
CW
29
CreativeOne Wealth
Kansas
$1.71M +$41.6K +1,124 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.7M -$183K -4,945 -10%
KAS
31
Kestra Advisory Services
Texas
$1.62M +$71.3K +1,927 +5%
IFWM
32
Institute for Wealth Management
Colorado
$1.56M – – –
SPIA
33
Steward Partners Investment Advisory
New York
$1.47M +$333K +8,984 +30%
EA
34
Eudaimonia Advisors
Tennessee
$1.44M +$87.2K +2,357 +7%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.24M +$275K +7,434 +30%
CAN
36
Cetera Advisor Networks
California
$1.19M -$445K -12,018 -28%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.19M +$91.6K +2,475 +9%
SWA
38
Strategies Wealth Advisors
Michigan
$924K -$6.63K -179 -0.7%
FPCP
39
Fort Point Capital Partners
California
$879K +$109K +2,940 +15%
Charles Schwab
40
Charles Schwab
California
$848K -$358K -9,671 -30%
PAG
41
Private Advisor Group
New Jersey
$835K -$81.6K -2,206 -9%
Goldman Sachs
42
Goldman Sachs
New York
$788K +$408K +11,034 +115%
EWA
43
EP Wealth Advisors
California
$750K -$421K -11,374 -88%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$640K -$51.6K -1,393 -8%
DBT
45
Dubuque Bank & Trust
Iowa
$612K – – –
WA
46
WBH Advisory
Maryland
$600K -$29.8K -806 -5%
Jane Street
47
Jane Street
New York
$589K +$570K +15,403 New
SWP
48
Stratos Wealth Partners
Ohio
$563K +$74 +2 +0%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$542K -$360K -9,715 -41%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$536K +$74 +2 +0%
1
2
3 4 5

PFM Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2023, worth a combined $391M — up 5.8% from $369M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PFM and 11 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 36 added.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $7.07M.

  • 123 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2023, down from 125 in Q1 2023.
  • Funds reported $391M of Invesco Dividend Achievers ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
  • 11 funds opened new Invesco Dividend Achievers ETF positions in Q2 2023 and 12 closed out, a net change of -1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q2 2023 was Atlas Private Wealth Advisors, an estimated $17.1M added.
  • The largest Invesco Dividend Achievers ETF seller in Q2 2023 was Morgan Stanley, an estimated $7.07M sold.

Based on aggregated 13F filings for Q2 2023.