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Invesco Dividend Achievers ETF
PFM

95 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

89% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 18

36% more capital invested

Capital invested by funds: $190M → $258M (+$68.5M)

12% more funds holding

Funds holding: 85 → 95 (+10)

3.7% more ownership

Funds ownership: 46.63% → 50.33% (+3.7%)

Holders
95
Holders Change
+10
Holders Change %
+11.76%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$23.5M
2
LPL Financial
LPL Financial
California
+$7.28M
3
Morgan Stanley
Morgan Stanley
New York
+$5.71M
4
SW
SteelPeak Wealth
California
+$1.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.22M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$959K
4
Bank of America
Bank of America
North Carolina
-$436K
5
AAS
Avantax Advisory Services
Texas
-$364K
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
76
Huntington National Bank
Ohio
$87K – – –
CIAS
77
Capital Investment Advisory Services
North Carolina
$83K +$1.37K +43 +2%
WB
78
Webster Bank
Connecticut
$65K – – –
RG
79
Retirement Group
California
$58K +$255 +8 +0.4%
COCM
80
Charter Oak Capital Management
New Hampshire
$57K +$54.9K +1,725 New
PCFFS
81
Pacific Center for Financial Services
California
$55K – – –
AAMA
82
Advanced Asset Management Advisors
Ohio
$48K +$46.5K +1,460 New
GI
83
Gradient Investments
Minnesota
$46K – – –
GWM
84
Geneos Wealth Management
Colorado
$44K – – –
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K – – –
CWA
86
Clearview Wealth Advisors
Oregon
$32K +$30.6K +961 New
SSB
87
Sandy Spring Bank
Maryland
$31K – – –
JWM
88
Janiczek Wealth Management
Colorado
$30K – – –
SPIA
89
Steward Partners Investment Advisory
New York
$30K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$26K -$12.7K -398 -33%
MCC
91
Money Concepts Capital
Florida
$16K +$15.6K +490 New
CFGS
92
Concourse Financial Group Securities
Alabama
$13K +$3.02K +95 +31%
US Bancorp
93
US Bancorp
Minnesota
$12K – – –
WEC
94
Winslow Evans & Crocker
Massachusetts
$8K – – –
William Blair & Company
95
William Blair & Company
Illinois
$4K +$3.53K +111 New
AAS
96
Avantax Advisory Services
Texas
– -$364K -12,041 Closed
CF
97
Centaurus Financial
California
– -$327K -10,790 Closed
AP
98
Arlington Partners
Alabama
– -$96K -3,180 Closed
FHA
99
Flagship Harbor Advisors
Massachusetts
– -$59K -1,981 Closed
F
100
F3Logic
Minnesota
– -$43.9K -1,450 Closed
1 2 3
4
5

PFM Hedge Fund Activity: Q4 2020 in Review

95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2020, worth a combined $258M — up 36% from $190M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PFM positions and 9 closed out — a net gain of 10 holders — while 34 added to existing stakes and 18 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.52M.

  • 95 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2020, up from 85 in Q3 2020.
  • Funds reported $258M of Invesco Dividend Achievers ETF stock for Q4 2020, up 36% quarter-over-quarter.
  • 19 funds opened new Invesco Dividend Achievers ETF positions in Q4 2020 and 9 closed out, a net change of +10 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2020 was Osaic Holdings, an estimated $23.5M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2020.