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Invesco Dividend Achievers ETF
PFM

71 hedge funds and large institutions have $92.6M invested in Invesco Dividend Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 71 → 71 (0)

6.66% less ownership

Funds ownership: 38% → 31.35% (-6.7%)

18% less capital invested

Capital invested by funds: $113M → $92.6M (-$20M)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
14
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.67M
2
CFG
Citizens Financial Group
Rhode Island
+$1.24M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$961K
4
ASN
Advisory Services Network
Georgia
+$871K
5
Jane Street
Jane Street
New York
+$692K

Top Sellers

Rank Fund Capital Flow
1
AIA
Arrow Investment Advisors
Maryland
-$14.2M
2
Wells Fargo
Wells Fargo
California
-$11.5M
3
DWA
Dorsey Wright & Associates
California
-$3.51M
4
CSIA
Charles Schwab Investment Advisory
California
-$2.24M
5
Invesco
Invesco
Georgia
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
– -$109K -4,400 Closed
MOS
77
MGO One Seven
Ohio
– -$106K -4,304 Closed
IA
78
IFP Advisors
Florida
– -$75K -3,041 Closed
WANY
79
Wealthspire Advisors (New York)
New York
– -$35K -1,400 Closed
NFG
80
Next Financial Group
Texas
– -$33K -1,353 Closed
PG
81
Patten Group
Tennessee
– -$30K -1,200 Closed
BWA
82
BDO Wealth Advisors
Florida
– -$12K -500 Closed
SBL
83
Sargent Bickham Lagudis
Colorado
– -$3K -120 Closed
1 2 3
4

PFM Hedge Fund Activity: Q1 2019 in Review

71 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2019, worth a combined $92.6M — down 18% from $113M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFM positions and 13 closed out — a net gain of 1 holder — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.67M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $14.2M sold.

  • 71 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $92.6M of Invesco Dividend Achievers ETF stock for Q1 2019, down 18% quarter-over-quarter.
  • 14 funds opened new Invesco Dividend Achievers ETF positions in Q1 2019 and 13 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2019 was Goldman Sachs, an estimated $2.67M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2019 was Arrow Investment Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2019.