Invesco Dividend Achievers ETF
PFM
52 hedge funds and large institutions have $83.4M invested in Invesco Dividend Achievers ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
0% more funds holding
Funds holding: 52 → 52 (0)
0.11% less ownership
Funds ownership: 28.54% → 28.44% (-0.11%)
0% less capital invested
Capital invested by funds: $83.7M → $83.4M (-$336K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.14M |
| 2 |
SG
Strid Group
Newtown Square,
Pennsylvania
|
+$875K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$659K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$272K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.84M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$991K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$566K |
| 4 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$272K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BlackRock
New York
| $1K | +$800 | +35 | New |
|
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$991K | -43,772 | Closed |
|
|
VKH
53
Virtu KCG Holdings
New York
| – | -$566K | -24,995 | Closed |
|
|
UCFA
54
United Capital Financial Advisors
Irving,
Texas
| – | -$227K | -9,872 | Closed |
|
|
S
55
SignatureFD
Atlanta,
Georgia
| – | -$11K | -500 | Closed |
|
PFM Hedge Fund Activity: Q3 2016 in Review
52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2016, worth a combined $83.4M — down 0.4% from $83.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFM positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.14M. The largest seller was Invesco, cutting an estimated $1.84M.
- 52 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $83.4M of Invesco Dividend Achievers ETF stock for Q3 2016, down 0.4% quarter-over-quarter.
- 5 funds opened new Invesco Dividend Achievers ETF positions in Q3 2016 and 4 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2016 was Goldman Sachs, an estimated $1.14M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2016 was Invesco, an estimated $1.84M sold.
Based on aggregated 13F filings for Q3 2016.