Invesco Dividend Achievers ETF
PFM
67 hedge funds and large institutions have $93M invested in Invesco Dividend Achievers ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 7 closing their positions.
0% more capital invested
Capital invested by funds: $92.6M → $93M (+$449K)
0.24% less ownership
Funds ownership: 31.35% → 31.1% (-0.24%)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
6% less funds holding
Funds holding: 71 → 67 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$967K |
| 2 |
Morgan Stanley
New York
|
+$683K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$553K |
| 4 |
OWD
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
+$324K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.28M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.48M |
| 3 |
Jane Street
New York
|
-$722K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$720K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$618K |
PFM Hedge Fund Activity: Q2 2019 in Review
67 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2019, worth a combined $93M — up 0.49% from $92.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PFM and 3 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 19 added.
The largest buyer was LPL Financial, adding an estimated $967K. The largest seller was Goldman Sachs, cutting an estimated $2.28M.
- 67 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2019, down from 71 in Q1 2019.
- Funds reported $93M of Invesco Dividend Achievers ETF stock for Q2 2019, up 0.49% quarter-over-quarter.
- 3 funds opened new Invesco Dividend Achievers ETF positions in Q2 2019 and 7 closed out, a net change of -4 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2019 was LPL Financial, an estimated $967K added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2019 was Goldman Sachs, an estimated $2.28M sold.
Based on aggregated 13F filings for Q2 2019.