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Invesco Dividend Achievers ETF
PFM

104 hedge funds and large institutions have $343M invested in Invesco Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

1% more funds holding

Funds holding: 103 → 104 (+1)

0.01% less ownership

Funds ownership: 53.57% → 53.56% (-0.01%)

0% less capital invested

Capital invested by funds: $345M → $343M (-$1.26M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
42
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.47M
2
CFG
Citizens Financial Group
Rhode Island
+$3.2M
3
FAM
Flaharty Asset Management
Florida
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.51M
5
AAS
Avantax Advisory Services
Texas
+$885K

Top Sellers

Rank Fund Capital Flow
1
AIP
Almanack Investment Partners
Pennsylvania
-$10.9M
2
UBS Group
UBS Group
Switzerland
-$2.69M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$1.52M
4
Invesco
Invesco
Georgia
-$798K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
51
TS Financial Group (TSFG)
Illinois
$421K +$668 +18 +0.2%
Creative Planning
52
Creative Planning
Kansas
$407K -$6.2K -167 -1%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$404K +$55.6K +1,498 +15%
Citadel Advisors
54
Citadel Advisors
Florida
$389K +$401K +10,812 New
FPCP
55
Fort Point Capital Partners
California
$386K +$399K +10,746 New
SWP
56
Stratos Wealth Partners
Ohio
$379K +$74K +1,994 +23%
IFG
57
Investors Financial Group
Minnesota
$371K -$334 -9 -0.1%
IWA
58
IBEX Wealth Advisors
New Jersey
$318K -$3.79K -102 -1%
KA
59
Kovack Advisors
Florida
$305K -$3.3K -89 -1%
NEGWA
60
New England Guild Wealth Advisors
Connecticut
$289K – – –
RA
61
Rodgers & Associates
Pennsylvania
$280K – – –
LWAC
62
Laurel Wealth Advisors (California)
California
$258K – – –
First Manhattan
63
First Manhattan
New York
$253K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$252K +$223 +6 +0.1%
EFS
65
Essex Financial Services
Connecticut
$252K +$334 +9 +0.1%
TRCT
66
Tower Research Capital (TRC)
New York
$242K -$153K -4,117 -38%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$242K -$7.02K -189 -3%
CA
68
Cetera Advisors
Colorado
$242K +$6.87K +185 +3%
CAN
69
Cetera Advisor Networks
California
$235K -$41K -1,105 -14%
WF
70
Welch & Forbes
Massachusetts
$233K – – –
CT
71
Caldwell Trust
Florida
$221K – – –
GM
72
GeoWealth Management
Illinois
$217K +$224K +6,041 New
CAM
73
Carret Asset Management
New York
$216K – – –
AF
74
Allworth Financial
California
$205K +$204K +5,502 +2,911%
TC
75
Truvestments Capital
Florida
$194K +$200K +5,393 New
1 2
3
4 5

PFM Hedge Fund Activity: Q3 2021 in Review

104 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2021, worth a combined $343M — down 0.37% from $345M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFM positions and 4 closed out — a net gain of 4 holders — while 42 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.47M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $10.9M sold.

  • 104 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2021, up from 103 in Q2 2021.
  • Funds reported $343M of Invesco Dividend Achievers ETF stock for Q3 2021, down 0.37% quarter-over-quarter.
  • 8 funds opened new Invesco Dividend Achievers ETF positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2021 was LPL Financial, an estimated $8.47M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2021 was Almanack Investment Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.