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Invesco Dividend Achievers ETF
PFM

125 hedge funds and large institutions have $405M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

17% more capital invested

Capital invested by funds: $347M → $405M (+$57.8M)

5% more funds holding

Funds holding: 119 → 125 (+6)

2.48% more ownership

Funds ownership: 53.31% → 55.79% (+2.5%)

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.26M
3
AIA
Arrow Investment Advisors
Maryland
+$3.68M
4
DWA
Dorsey Wright & Associates
California
+$2.23M
5
KWA
Kingswood Wealth Advisors
California
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.86M
2
KAS
Kestra Advisory Services
Texas
-$949K
3
Bank of America
Bank of America
North Carolina
-$765K
4
FAM
Flaharty Asset Management
Florida
-$534K
5
APWA
Atlas Private Wealth Advisors
New Jersey
-$524K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$846K +$28.1K +629 +4%
SW
52
SteelPeak Wealth
California
$805K – – –
HB
53
HTLF Bank
Colorado
$745K – – –
CIAS
54
CFS Investment Advisory Services
New Jersey
$726K -$130K -2,903 -16%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$660K – – –
Bank of New York Mellon
56
Bank of New York Mellon
New York
$652K -$45 -1 -0%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$642K – – –
BDFN
58
Bond & Devick Financial Network
Minnesota
$631K – – –
IFG
59
Independent Financial Group
California
$626K +$17K +381 +3%
SCTC
60
Sanibel Captiva Trust Company
Florida
$624K +$598K +13,408 New
Deutsche Bank
61
Deutsche Bank
Germany
$601K – – –
KAS
62
Kestra Advisory Services
Texas
$597K -$949K -21,254 -62%
WA
63
WBH Advisory
Maryland
$572K -$3.17K -71 -0.6%
Brown Advisory
64
Brown Advisory
Maryland
$567K – – –
HIM
65
Hanlon Investment Management
New Jersey
$560K +$536K +12,021 New
GLA
66
Good Life Advisors
Pennsylvania
$554K +$266K +5,955 +100%
ASN
67
Advisory Services Network
Georgia
$522K – – –
EWA
68
EP Wealth Advisors
California
$489K – – –
RL
69
Retireful LLC
Michigan
$461K +$442K +9,905 New
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$433K -$24.6K -552 -6%
Creative Planning
71
Creative Planning
Kansas
$429K -$4.02K -90 -1%
ACA
72
Aptus Capital Advisors
Alabama
$421K – – –
NA
73
NewEdge Advisors
Louisiana
$406K -$55.3K -1,238 -12%
AWM
74
Aspire Wealth Management
Massachusetts
$399K +$536 +12 +0.1%
Charles Schwab
75
Charles Schwab
California
$392K -$37.4K -838 -9%
1 2
3
4 5

PFM Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2024, worth a combined $405M — up 17% from $347M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFM positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.31M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.86M.

  • 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2024, up from 119 in Q2 2024.
  • Funds reported $405M of Invesco Dividend Achievers ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 15 funds opened new Invesco Dividend Achievers ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2024 was Wells Fargo, an estimated $9.31M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2024.