Invesco Dividend Achievers ETF
PFM
76 hedge funds and large institutions have $108M invested in Invesco Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
56% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 16
12% more funds holding
Funds holding: 68 → 76 (+8)
9% more capital invested
Capital invested by funds: $98.3M → $108M (+$9.23M)
1.37% more ownership
Funds ownership: 31.93% → 33.3% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$988K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$945K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$846K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$780K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$715K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$637K |
| 3 |
M&T Bank
Buffalo,
New York
|
-$591K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$403K |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OPS
76
Orion Portfolio Solutions
Omaha,
Nebraska
| $4K | +$4.03K | +135 | New |
|
77
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| $1K | – | – | – |
|
|
78
Citadel Advisors
Miami,
Florida
| – | -$1M | -33,854 | Closed |
|
|
79
M&T Bank
Buffalo,
New York
| – | -$591K | -20,000 | Closed |
|
|
FAAS
80
First Allied Advisory Services
San Diego,
California
| – | -$144K | -4,868 | Closed |
|
|
CAN
81
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$27K | -900 | Closed |
|
|
ACA
82
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$17K | -590 | Closed |
|
PFM Hedge Fund Activity: Q4 2019 in Review
76 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2019, worth a combined $108M — up 9.4% from $98.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFM positions and 5 closed out — a net gain of 8 holders — while 25 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $988K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.
- 76 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2019, up from 68 in Q3 2019.
- Funds reported $108M of Invesco Dividend Achievers ETF stock for Q4 2019, up 9.4% quarter-over-quarter.
- 13 funds opened new Invesco Dividend Achievers ETF positions in Q4 2019 and 5 closed out, a net change of +8 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2019 was Jane Street, an estimated $988K added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2019 was Citadel Advisors, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2019.