Invesco Dividend Achievers ETF
PFM
66 hedge funds and large institutions have $85.6M invested in Invesco Dividend Achievers ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
10% more funds holding
Funds holding: 60 → 66 (+6)
2.18% less ownership
Funds ownership: 29.68% → 27.51% (-2.2%)
6% less capital invested
Capital invested by funds: $91M → $85.6M (-$5.37M)
39% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GW
GW & Wade
Wellesley,
Massachusetts
|
+$300K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$272K |
| 3 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$227K |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$200K |
| 5 |
LPL Financial
San Diego,
California
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.68M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.52M |
| 3 |
CWM
Concert Wealth Management
San Jose,
California
|
-$989K |
| 4 |
Morgan Stanley
New York
|
-$962K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$865K |
PFM Hedge Fund Activity: Q2 2017 in Review
66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2017, worth a combined $85.6M — down 5.9% from $91M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFM positions and 4 closed out — a net gain of 6 holders — while 14 added to existing stakes and 23 trimmed.
The largest buyer was GW & Wade, opening a new position worth an estimated $300K. The largest seller was Susquehanna International Group, cutting an estimated $1.68M.
- 66 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2017, up from 60 in Q1 2017.
- Funds reported $85.6M of Invesco Dividend Achievers ETF stock for Q2 2017, down 5.9% quarter-over-quarter.
- 10 funds opened new Invesco Dividend Achievers ETF positions in Q2 2017 and 4 closed out, a net change of +6 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2017 was GW & Wade, an estimated $300K added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2017 was Susquehanna International Group, an estimated $1.68M sold.
Based on aggregated 13F filings for Q2 2017.