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Invesco Dividend Achievers ETF

76 hedge funds and large institutions have $108M invested in Invesco Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

12% more funds holding

Funds holding: 6876 (+8)

9% more capital invested

Capital invested by funds: $98.3M → $108M (+$9.23M)

1.37% more ownership

Funds ownership: 31.93%33.3% (+1.4%)

Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
25
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$141K -$16.8K -563 -11%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$133K +$717 +24 +0.6%
PCFFS
53
Pacific Center for Financial Services
California
$128K
BAM
54
Belpointe Asset Management
Nevada
$125K +$122K +4,068 New
WB
55
Webster Bank
Connecticut
$120K
NFG
56
Next Financial Group
Texas
$116K
AAMA
57
Advanced Asset Management Advisors
Ohio
$105K +$103K +3,433 New
AA
58
Advisory Alpha
Michigan
$65K -$2.99K -100 -5%
RG
59
Retirement Group
California
$54K +$52.3K +1,750 New
ACM
60
Allred Capital Management
Texas
$52.4K +$51.1K +1,710 New
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.3K -$8.66K -290 -16%
CIAS
62
Capital Investment Advisory Services
North Carolina
$45K -$22.4K -750 -34%
TCWM
63
Total Clarity Wealth Management
Illinois
$43K +$41.7K +1,396 New
HNB
64
Huntington National Bank
Ohio
$41K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$40K -$7.47K -250 -16%
GWM
66
Geneos Wealth Management
Colorado
$39K -$163K -5,445 -81%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$29K
SSB
68
Sandy Spring Bank
Maryland
$29K
JP Morgan Chase
69
JP Morgan Chase
New York
$29K +$28.1K +940 New
SPIA
70
Steward Partners Investment Advisory
New York
$27K +$27.2K +910 New
US Bancorp
71
US Bancorp
Minnesota
$12K -$2.99K -100 -21%
RIA
72
Realta Investment Advisors
Delaware
$9K
WEC
73
Winslow Evans & Crocker
Massachusetts
$8K
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$7K
SFG
75
Sowa Financial Group
Rhode Island
$4K +$3.88K +130 New

PFM Hedge Fund Activity: Q4 2019 in Review

76 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2019, worth a combined $108M — up 9.4% from $98.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFM positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $988K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.

  • 76 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2019, up from 68 in Q3 2019.
  • Funds reported $108M of Invesco Dividend Achievers ETF stock for Q4 2019, up 9.4% quarter-over-quarter.
  • 13 funds opened new Invesco Dividend Achievers ETF positions in Q4 2019 and 5 closed out, a net change of +8 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2019 was Jane Street, an estimated $988K added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2019 was Citadel Advisors, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2019.