Invesco Dividend Achievers ETF
PFM
71 hedge funds and large institutions have $113M invested in Invesco Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
20% more funds holding
Funds holding: 59 → 71 (+12)
11% more capital invested
Capital invested by funds: $101M → $113M (+$11.4M)
9.29% more ownership
Funds ownership: 28.72% → 38% (+9.3%)
6% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$15.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$12.7M |
| 3 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$3.74M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.82M |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.02M |
| 4 |
Morgan Stanley
New York
|
-$628K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$518K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Ameriprise
Minneapolis,
Minnesota
| – | -$13.8M | -503 | Closed |
|
PFM Hedge Fund Activity: Q4 2018 in Review
71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2018, worth a combined $113M — up 11% from $101M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PFM positions and 6 closed out — a net gain of 12 holders — while 16 added to existing stakes and 17 trimmed.
The largest buyer was Arrow Investment Advisors, opening a new position worth an estimated $15.2M. The largest seller was Ameriprise, exiting entirely with an estimated $13.8M sold.
- 71 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2018, up from 59 in Q3 2018.
- Funds reported $113M of Invesco Dividend Achievers ETF stock for Q4 2018, up 11% quarter-over-quarter.
- 18 funds opened new Invesco Dividend Achievers ETF positions in Q4 2018 and 6 closed out, a net change of +12 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2018 was Arrow Investment Advisors, an estimated $15.2M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2018 was Ameriprise, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2018.