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Invesco Dividend Achievers ETF

65 hedge funds and large institutions have $86.5M invested in Invesco Dividend Achievers ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.28% more ownership

Funds ownership: 27.48%28.76% (+1.3%)

0% more funds holding

Funds holding: 6565 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

4% less capital invested

Capital invested by funds: $90.5M → $86.5M (-$4.02M)

Holders
65
Holders Change
Holders Change %
0%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.5K
SWP
52
Stratos Wealth Partners
Ohio
$57K +$5.09K +194 +9%
MOS
53
MGO One Seven
Ohio
$56K
APP
54
Avantax Planning Partners
Iowa
$45K +$47K +1,792 New
PG
55
Patten Group
Tennessee
$30K
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K +$1.08K +41 +4%
HCM
57
Highlander Capital Management
New Jersey
$26K
PO
58
Private Ocean
California
$25K +$26.2K +1,000 New
US Bancorp
59
US Bancorp
Minnesota
$18K
MSFP
60
Mark Sheptoff Financial Planning
Connecticut
$13K +$13.1K +500 New
YWP
61
YorkBridge Wealth Partners
New York
$10K
WEC
62
Winslow Evans & Crocker
Massachusetts
$6.35K
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$6K
BlackRock
64
BlackRock
New York
$1K
VF
65
Virtu Financial
New York
-$264K -9,989 Closed
Brown Advisory
66
Brown Advisory
Maryland
-$243K -9,182 Closed
LWAC
67
Laurel Wealth Advisors (California)
California
-$203K -7,703 Closed
GP
68
Girard Partners
Pennsylvania
-$201K -7,600 Closed
CA
69
Calton & Associates
Florida
-$73K -2,694 Closed
WWMSC
70
Wagner Wealth Management (South Carolina)
South Carolina
-$54K -2,000 Closed
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
-$23K -869 Closed

PFM Hedge Fund Activity: Q1 2018 in Review

65 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2018, worth a combined $86.5M — down 4.4% from $90.5M a quarter earlier.

Fund positioning in PFM was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 19 added to existing stakes and 19 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.37M. The largest seller was PNC Financial Services Group, cutting an estimated $2.38M.

  • 65 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $86.5M of Invesco Dividend Achievers ETF stock for Q1 2018, down 4.4% quarter-over-quarter.
  • 7 funds opened new Invesco Dividend Achievers ETF positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $1.37M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2018 was PNC Financial Services Group, an estimated $2.38M sold.

Based on aggregated 13F filings for Q1 2018.