Invesco Dividend Achievers ETF
PFM
80 hedge funds and large institutions have $134M invested in Invesco Dividend Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.
200% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 7
31% more capital invested
Capital invested by funds: $103M → $134M (+$31.5M)
19% more funds holding
Funds holding: 67 → 80 (+13)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
0.5% more ownership
Funds ownership: 39.92% → 40.42% (+0.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.14M |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$2.58M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.76M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.07M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$689K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$625K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$467K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$358K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $22K | -$4.22K | -154 | -16% |
|
77
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
78
US Bancorp
Minneapolis,
Minnesota
| $11K | – | – | – |
|
|
WEC
79
Winslow Evans & Crocker
Boston,
Massachusetts
| $7K | – | – | – |
|
|
SFG
80
Sowa Financial Group
Lincoln,
Rhode Island
| $4K | – | – | – |
|
|
BWM
81
Baystate Wealth Management
Boston,
Massachusetts
| $4K | +$3.64K | +133 | New |
|
|
82
Jane Street
New York
| – | -$689K | -27,951 | Closed |
|
|
NA
83
NewEdge Advisors
New Orleans,
Louisiana
| – | -$210K | -8,535 | Closed |
|
|
NFG
84
Next Financial Group
Houston,
Texas
| – | -$93K | -3,771 | Closed |
|
|
AAMA
85
Advanced Asset Management Advisors
Dublin,
Ohio
| – | -$83K | -3,354 | Closed |
|
|
AA
86
Advisory Alpha
Holland,
Michigan
| – | -$46.5K | -1,750 | Closed |
|
|
CAN
87
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$22K | -900 | Closed |
|
|
GSC
88
G&S Capital
Denver,
Colorado
| – | -$19K | -800 | Closed |
|
PFM Hedge Fund Activity: Q2 2020 in Review
80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2020, worth a combined $134M — up 31% from $103M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PFM positions and 7 closed out — a net gain of 14 holders — while 19 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.14M. The largest seller was Jane Street, exiting entirely with an estimated $689K sold.
- 80 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2020, up from 67 in Q1 2020.
- Funds reported $134M of Invesco Dividend Achievers ETF stock for Q2 2020, up 31% quarter-over-quarter.
- 21 funds opened new Invesco Dividend Achievers ETF positions in Q2 2020 and 7 closed out, a net change of +14 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2020 was LPL Financial, an estimated $5.14M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2020 was Jane Street, an estimated $689K sold.
Based on aggregated 13F filings for Q2 2020.