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Invesco Dividend Achievers ETF
PFM

71 hedge funds and large institutions have $113M invested in Invesco Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

20% more funds holding

Funds holding: 59 → 71 (+12)

11% more capital invested

Capital invested by funds: $101M → $113M (+$11.4M)

9.29% more ownership

Funds ownership: 28.72% → 38% (+9.3%)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
16
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Arrow Investment Advisors
Maryland
+$15.2M
2
Wells Fargo
Wells Fargo
California
+$12.7M
3
DWA
Dorsey Wright & Associates
California
+$3.74M
4
CSIA
Charles Schwab Investment Advisory
California
+$1.82M
5
IFWM
Institute for Wealth Management
Colorado
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$13.8M
2
Invesco
Invesco
Georgia
-$1.37M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.02M
4
Morgan Stanley
Morgan Stanley
New York
-$628K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$518K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$98.9K +$158 +6 +0.2%
WB
52
Webster Bank
Connecticut
$96K – – –
IA
53
IFP Advisors
Florida
$75K +$4.53K +172 +6%
CIAS
54
Capital Investment Advisory Services
North Carolina
$54K +$57.9K +2,200 New
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K – – –
WANY
56
Wealthspire Advisors (New York)
New York
$35K +$36.8K +1,400 New
NFG
57
Next Financial Group
Texas
$33K +$35.6K +1,353 New
PG
58
Patten Group
Tennessee
$30K – – –
SSB
59
Sandy Spring Bank
Maryland
$23K +$25K +950 New
HCM
60
Highlander Capital Management
New Jersey
$13K -$13.8K -524 -50%
US Bancorp
61
US Bancorp
Minnesota
$12K -$6.58K -250 -34%
BWA
62
BDO Wealth Advisors
Florida
$12K – – –
MSFP
63
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
YWP
64
YorkBridge Wealth Partners
New York
$10K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$8K – – –
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$16.5K -626 -72%
SBL
67
Sargent Bickham Lagudis
Colorado
$3K +$3.16K +120 New
BlackRock
68
BlackRock
New York
$1K – – –
WA
69
WBH Advisory
Maryland
$724 -$39K -1,483 -5%
NA
70
NewEdge Advisors
Louisiana
$356 +$379K +14,421 New
NEGWA
71
New England Guild Wealth Advisors
Connecticut
– -$221K -8,025 Closed
LWAC
72
Laurel Wealth Advisors (California)
California
– -$212K -7,703 Closed
GP
73
Girard Partners
Pennsylvania
– -$203K -7,402 Closed
SWP
74
Stratos Wealth Partners
Ohio
– -$62K -2,245 Closed
PO
75
Private Ocean
California
– -$41K -1,500 Closed
1 2
3
4

PFM Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2018, worth a combined $113M — up 11% from $101M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PFM positions and 6 closed out — a net gain of 12 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $15.2M. The largest seller was Ameriprise, exiting entirely with an estimated $13.8M sold.

  • 71 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2018, up from 59 in Q3 2018.
  • Funds reported $113M of Invesco Dividend Achievers ETF stock for Q4 2018, up 11% quarter-over-quarter.
  • 18 funds opened new Invesco Dividend Achievers ETF positions in Q4 2018 and 6 closed out, a net change of +12 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $15.2M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2018 was Ameriprise, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2018.