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Invesco Dividend Achievers ETF
PFM

115 hedge funds and large institutions have $368M invested in Invesco Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

1.98% more ownership

Funds ownership: 58.45% → 60.44% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 121 → 115 (-6)

6% less capital invested

Capital invested by funds: $391M → $368M (-$23.1M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
58
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$13M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
4
FAM
Flaharty Asset Management
Florida
+$2.01M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.61M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$2.42M
3
LPL Financial
LPL Financial
California
-$1.97M
4
Invesco
Invesco
Georgia
-$1.09M
5
Citigroup
Citigroup
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
DBT
51
Dubuque Bank & Trust
Iowa
$517K – – –
SWP
52
Stratos Wealth Partners
Ohio
$476K +$172K +4,829 +49%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$471K +$36 +1 +0%
FTUS
54
Flow Traders U.S.
New York
$466K +$513K +14,423 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$447K +$35.6K +1,000 +8%
ASN
56
Advisory Services Network
Georgia
$446K +$1.17K +33 +0.2%
GLA
57
Good Life Advisors
Pennsylvania
$434K -$166K -4,664 -26%
Brown Advisory
58
Brown Advisory
Maryland
$429K – – –
BDFN
59
Bond & Devick Financial Network
Minnesota
$421K – – –
IA
60
Insight Advisors
Pennsylvania
$411K -$14.2K -400 -3%
TFGT
61
TS Financial Group (TSFG)
Illinois
$398K +$18.5K +521 +4%
CIAS
62
CFS Investment Advisory Services
New Jersey
$376K +$13M +365,201 +3,239%
5L
63
55I LLC
Massachusetts
$365K +$640 +18 +0.2%
Creative Planning
64
Creative Planning
Kansas
$342K +$676 +19 +0.2%
EP
65
Eudaimonia Partners
Tennessee
$295K – – –
IWA
66
IBEX Wealth Advisors
New Jersey
$290K +$1.21K +34 +0.4%
TC
67
Truvestments Capital
Florida
$279K +$1.89K +53 +0.6%
RA
68
Rodgers & Associates
Pennsylvania
$276K +$17.4K +490 +6%
AWM
69
Aspire Wealth Management
Massachusetts
$273K +$1.28K +36 +0.4%
NEGWA
70
New England Guild Wealth Advisors
Connecticut
$260K – – –
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$250K +$14.3K +402 +5%
PTC
72
Private Trust Company
Ohio
$245K +$50.3K +1,415 +23%
LWAC
73
Laurel Wealth Advisors (California)
California
$230K – – –
First Manhattan
74
First Manhattan
New York
$227K – – –
EFS
75
Essex Financial Services
Connecticut
$227K +$142 +4 +0.1%
1 2
3
4 5

PFM Hedge Fund Activity: Q3 2022 in Review

115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2022, worth a combined $368M — down 5.9% from $391M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PFM and 6 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 58 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $5.61M.

  • 115 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2022, down from 121 in Q2 2022.
  • Funds reported $368M of Invesco Dividend Achievers ETF stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 6 funds opened new Invesco Dividend Achievers ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $13M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2022 was Bank of America, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2022.