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Invesco Dividend Achievers ETF
PFM

80 hedge funds and large institutions have $134M invested in Invesco Dividend Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

31% more capital invested

Capital invested by funds: $103M → $134M (+$31.5M)

19% more funds holding

Funds holding: 67 → 80 (+13)

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0.5% more ownership

Funds ownership: 39.92% → 40.42% (+0.5%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.14M
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.58M
3
FFN
Focus Financial Network
Minnesota
+$1.76M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.07M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$689K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$625K
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$467K
4
Invesco
Invesco
Georgia
-$358K
5
NA
NewEdge Advisors
Louisiana
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
NEGWA
51
New England Guild Wealth Advisors
Connecticut
$226K +$220K +8,025 New
LWAC
52
Laurel Wealth Advisors (California)
California
$217K +$210K +7,684 New
AAS
53
Avantax Advisory Services
Texas
$207K +$202K +7,360 New
First Manhattan
54
First Manhattan
New York
$198K -$113K -4,125 -37%
APA
55
American Portfolios Advisors
New York
$190K +$35.3K +1,289 +24%
CF
56
Centaurus Financial
California
$180K +$175K +6,387 New
CT
57
Caldwell Trust
Florida
$173K – – –
AP
58
Arlington Partners
Alabama
$118K – – –
PAG
59
Private Advisor Group
New Jersey
$110K +$106K +3,888 New
FANJ
60
Financial Architects (New Jersey)
New Jersey
$94K +$630 +23 +0.7%
HNB
61
Huntington National Bank
Ohio
$60K – – –
EP
62
Eudaimonia Partners
Tennessee
$57K +$55K +2,008 New
WB
63
Webster Bank
Connecticut
$56K – – –
RG
64
Retirement Group
California
$50K +$48.5K +1,772 New
PCFFS
65
Pacific Center for Financial Services
California
$47K – – –
GI
66
Gradient Investments
Minnesota
$43K +$41.4K +1,512 New
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.6K – – –
CIAS
68
Capital Investment Advisory Services
North Carolina
$41K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$37K – – –
GWM
70
Geneos Wealth Management
Colorado
$35K – – –
FHA
71
Flagship Harbor Advisors
Massachusetts
$32K -$1.01K -37 -3%
SSB
72
Sandy Spring Bank
Maryland
$27K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$26K – – –
JWM
74
Janiczek Wealth Management
Colorado
$26K +$24.8K +906 New
PWM
75
Provident Wealth Management
Tennessee
$24K +$23.2K +848 New
1 2
3
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PFM Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2020, worth a combined $134M — up 31% from $103M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFM positions and 7 closed out — a net gain of 14 holders — while 19 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.14M. The largest seller was Jane Street, exiting entirely with an estimated $689K sold.

  • 80 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2020, up from 67 in Q1 2020.
  • Funds reported $134M of Invesco Dividend Achievers ETF stock for Q2 2020, up 31% quarter-over-quarter.
  • 21 funds opened new Invesco Dividend Achievers ETF positions in Q2 2020 and 7 closed out, a net change of +14 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q2 2020 was LPL Financial, an estimated $5.14M added.
  • The largest Invesco Dividend Achievers ETF seller in Q2 2020 was Jane Street, an estimated $689K sold.

Based on aggregated 13F filings for Q2 2020.