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Invesco Dividend Achievers ETF
PFM

95 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

36% more capital invested

Capital invested by funds: $190M → $258M (+$68.5M)

12% more funds holding

Funds holding: 85 → 95 (+10)

3.7% more ownership

Funds ownership: 46.63% → 50.33% (+3.7%)

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$23.5M
2
LPL Financial
LPL Financial
California
+$7.28M
3
Morgan Stanley
Morgan Stanley
New York
+$5.71M
4
SW
SteelPeak Wealth
California
+$1.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$959K
4
Bank of America
Bank of America
North Carolina
-$436K
5
AAS
Avantax Advisory Services
Texas
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$345K +$39.7K +1,246 +13%
Creative Planning
52
Creative Planning
Kansas
$345K -$350K -11,000 -51%
AWM
53
AE Wealth Management
Kansas
$328K +$317K +9,974 New
SS
54
Simplicity Solutions
Minnesota
$326K +$315K +9,911 New
Goldman Sachs
55
Goldman Sachs
New York
$314K -$318K -10,000 -51%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$311K -$1.52M -47,855 -83%
SFSIG
57
San Francisco Sentry Investment Group
California
$306K +$605 +19 +0.2%
CAMG
58
CWA Asset Management Group
Florida
$291K -$33.7K -1,060 -11%
SWP
59
Stratos Wealth Partners
Ohio
$285K +$276K +8,680 New
KA
60
Kovack Advisors
Florida
$282K -$23.5K -739 -8%
RA
61
Rodgers & Associates
Pennsylvania
$278K +$269K +8,467 New
NEGWA
62
New England Guild Wealth Advisors
Connecticut
$264K – – –
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$258K +$249K +7,836 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$239K -$7.96K -250 -3%
WF
65
Welch & Forbes
Massachusetts
$239K – – –
CAN
66
Cetera Advisor Networks
California
$238K +$509 +16 +0.2%
LWAC
67
Laurel Wealth Advisors (California)
California
$236K – – –
First Manhattan
68
First Manhattan
New York
$231K – – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$229K +$32 +1 +0%
DAS
70
Dynamic Advisor Solutions
Arizona
$206K +$200K +6,270 New
CT
71
Caldwell Trust
Florida
$202K – – –
EFS
72
Essex Financial Services
Connecticut
$201K +$194K +6,100 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$147K +$126K +3,950 +767%
AFS
74
Annapolis Financial Services
Maryland
$132K +$127K +4,000 New
NFG
75
Next Financial Group
Texas
$124K – – –
1 2
3
4 5

PFM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2020, worth a combined $258M — up 36% from $190M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFM positions and 9 closed out — a net gain of 10 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.52M.

  • 95 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $258M of Invesco Dividend Achievers ETF stock for Q4 2020, up 36% quarter-over-quarter.
  • 19 funds opened new Invesco Dividend Achievers ETF positions in Q4 2020 and 9 closed out, a net change of +10 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2020 was Osaic Holdings, an estimated $23.5M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2020.