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Invesco Dividend Achievers ETF
PFM

125 hedge funds and large institutions have $372M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $335M → $372M (+$37.8M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3.44% more ownership

Funds ownership: 55.72% → 59.16% (+3.4%)

0% more funds holding

Funds holding: 125 → 125 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
48
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.5M
2
Citigroup
Citigroup
New York
+$3.99M
3
CW
CreativeOne Wealth
Kansas
+$1.41M
4
SW
SteelPeak Wealth
California
+$1.11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$964K

Top Sellers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
-$17.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.78M
3
GSEP
Golden State Equity Partners
California
-$1.76M
4
AAS
Avantax Advisory Services
Texas
-$1.49M
5
LPL Financial
LPL Financial
California
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$1.92M +$1.41M +37,292 +346%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$1.89M -$75.3K -1,998 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.84M +$167K +4,441 +11%
MCM
29
MAI Capital Management
Ohio
$1.71M -$368K -9,770 -19%
SPIA
30
Steward Partners Investment Advisory
New York
$1.68M +$30.8K +818 +2%
KAS
31
Kestra Advisory Services
Texas
$1.65M -$71.9K -1,907 -4%
IFWM
32
Institute for Wealth Management
Colorado
$1.61M -$4.9K -130 -0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.57M +$160K +4,233 +12%
EA
34
Eudaimonia Advisors
Tennessee
$1.56M +$188 +5 +0%
CAN
35
Cetera Advisor Networks
California
$1.41M +$74K +1,964 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.34M -$158K -4,200 -11%
PAG
37
Private Advisor Group
New Jersey
$1.31M +$192K +5,092 +18%
SW
38
SteelPeak Wealth
California
$1.18M +$1.11M +29,510 New
AAS
39
Avantax Advisory Services
Texas
$1.17M -$1.49M -39,497 -57%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.13M +$534K +14,170 +100%
SWA
41
Strategies Wealth Advisors
Michigan
$932K -$20.1K -532 -2%
FPCP
42
Fort Point Capital Partners
California
$916K +$867 +23 +0.1%
JP Morgan Chase
43
JP Morgan Chase
New York
$831K +$253K +6,723 +48%
CIAS
44
CFS Investment Advisory Services
New Jersey
$759K +$186K +4,933 +35%
FHA
45
Flagship Harbor Advisors
Massachusetts
$685K +$191K +5,075 +42%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$658K +$2.04K +54 +0.3%
SWP
47
Stratos Wealth Partners
Ohio
$646K +$302K +8,002 +98%
HB
48
HTLF Bank
Colorado
$638K +$603K +16,000 New
WA
49
WBH Advisory
Maryland
$568K -$17.6K -466 -3%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$559K -$75 -2 -0%
1
2
3 4 5

PFM Hedge Fund Activity: Q4 2023 in Review

125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2023, worth a combined $372M — up 11% from $335M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFM positions and 9 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.1M.

  • 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $372M of Invesco Dividend Achievers ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Invesco Dividend Achievers ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.5M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2023.