Invesco Dividend Achievers ETF
PFM
125 hedge funds and large institutions have $369M invested in Invesco Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
28% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 32
2% more funds holding
Funds holding: 123 → 125 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.5% less ownership
Funds ownership: 58.37% → 56.87% (-1.5%)
9% less capital invested
Capital invested by funds: $408M → $369M (-$38.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Choreo LLC
Rockford,
Illinois
|
+$7.31M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.89M |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$1.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.09M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$942K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$20.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.5M |
| 3 |
Citigroup
New York
|
-$5.58M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.19M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.08M |
PFM Hedge Fund Activity: Q1 2023 in Review
125 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2023, worth a combined $369M — down 9.5% from $408M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PFM positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 32 trimmed.
The largest buyer was Choreo LLC, opening a new position worth an estimated $7.31M. The largest seller was Bank of America, cutting an estimated $20.1M.
- 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2023, up from 123 in Q4 2022.
- Funds reported $369M of Invesco Dividend Achievers ETF stock for Q1 2023, down 9.5% quarter-over-quarter.
- 15 funds opened new Invesco Dividend Achievers ETF positions in Q1 2023 and 11 closed out, a net change of +4 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q1 2023 was Choreo LLC, an estimated $7.31M added.
- The largest Invesco Dividend Achievers ETF seller in Q1 2023 was Bank of America, an estimated $20.1M sold.
Based on aggregated 13F filings for Q1 2023.