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Invesco Dividend Achievers ETF
PFM

85 hedge funds and large institutions have $190M invested in Invesco Dividend Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

42% more capital invested

Capital invested by funds: $134M → $190M (+$55.7M)

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

6% more funds holding

Funds holding: 80 → 85 (+5)

6.21% more ownership

Funds ownership: 40.42% → 46.63% (+6.2%)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
27
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$30.4M
2
GLA
Good Life Advisors
Pennsylvania
+$6.98M
3
Morgan Stanley
Morgan Stanley
New York
+$5.12M
4
RJA
Raymond James & Associates
Florida
+$2.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.04M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$988K
3
AWM
AE Wealth Management
Kansas
-$897K
4
SS
Simplicity Solutions
Minnesota
-$854K
5
Invesco
Invesco
Georgia
-$851K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
76
Janiczek Wealth Management
Colorado
$27K – – –
PWM
77
Provident Wealth Management
Tennessee
$26K – – –
NNP
78
Nachman Norwood & Parrott
South Carolina
$26K +$26.1K +872 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$16K – – –
AA
80
Advisory Alpha
Michigan
$15K +$14.2K +475 New
US Bancorp
81
US Bancorp
Minnesota
$11K – – –
CFGS
82
Concourse Financial Group Securities
Alabama
$9K +$9.12K +305 New
WEC
83
Winslow Evans & Crocker
Massachusetts
$8K – – –
CICI
84
Capital Investment Counsel Inc
North Carolina
$5K +$5.24K +175 New
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$898 – – –
Citadel Advisors
86
Citadel Advisors
Florida
– -$1.04M -36,757 Closed
AWM
87
AE Wealth Management
Kansas
– -$897K -31,806 Closed
SS
88
Simplicity Solutions
Minnesota
– -$854K -30,282 Closed
RFC
89
Regions Financial Corp
Alabama
– -$317K -11,250 Closed
PAG
90
Private Advisor Group
New Jersey
– -$110K -3,888 Closed
FANJ
91
Financial Architects (New Jersey)
New Jersey
– -$94K -3,334 Closed
BWM
92
Baystate Wealth Management
Massachusetts
– -$4K -133 Closed
SFG
93
Sowa Financial Group
Rhode Island
– -$4K -130 Closed
ACA
94
Aptus Capital Advisors
Alabama
– +$598 +20 New
1 2 3
4

PFM Hedge Fund Activity: Q3 2020 in Review

85 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2020, worth a combined $190M — up 42% from $134M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFM positions and 8 closed out — a net gain of 5 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $30.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.04M sold.

  • 85 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $190M of Invesco Dividend Achievers ETF stock for Q3 2020, up 42% quarter-over-quarter.
  • 13 funds opened new Invesco Dividend Achievers ETF positions in Q3 2020 and 8 closed out, a net change of +5 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2020 was LPL Financial, an estimated $30.4M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2020.