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Invesco Dividend Achievers ETF
PFM

106 hedge funds and large institutions have $296M invested in Invesco Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

15% more capital invested

Capital invested by funds: $258M → $296M (+$37.8M)

12% more funds holding

Funds holding: 95 → 106 (+11)

0.06% less ownership

Funds ownership: 50.33% → 50.27% (-0.06%)

15% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 34

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
106
Holders Change
+11
Holders Change %
+11.58%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
29
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$12.3M
2
LPL Financial
LPL Financial
California
+$11.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.54M
4
AAS
Avantax Advisory Services
Texas
+$4.04M
5
UBS Group
UBS Group
Switzerland
+$3.42M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.07M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$4.86M
3
FFN
Focus Financial Network
Minnesota
-$2.27M
4
GA
GoalVest Advisory
New York
-$1.93M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$210K +$203K +6,083 New
CAM
77
Carret Asset Management
New York
$208K +$200K +6,000 New
Jane Street
78
Jane Street
New York
$200K +$193K +5,789 New
HI
79
Harbour Investments
Wisconsin
$148K +$143K +4,291 New
AFS
80
Annapolis Financial Services
Maryland
$138K – – –
NFG
81
Next Financial Group
Texas
$133K +$2.83K +85 +2%
SWM
82
Spire Wealth Management
Virginia
$100K +$96.5K +2,892 New
CIAS
83
Capital Investment Advisory Services
North Carolina
$87K – – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$77K -$75.1K -2,253 -50%
SPIA
85
Steward Partners Investment Advisory
New York
$73.7K +$40.7K +1,221 +134%
RG
86
Retirement Group
California
$71K +$8.64K +259 +14%
WB
87
Webster Bank
Connecticut
$68K – – –
HNB
88
Huntington National Bank
Ohio
$61K – – –
COCM
89
Charter Oak Capital Management
New Hampshire
$60K +$233 +7 +0.4%
ACM
90
Allred Capital Management
Texas
$59.2K +$57K +1,710 New
PCFFS
91
Pacific Center for Financial Services
California
$58K – – –
GI
92
Gradient Investments
Minnesota
$52K – – –
AAMA
93
Advanced Asset Management Advisors
Ohio
$48K -$2.67K -80 -5%
TCWM
94
Total Clarity Wealth Management
Illinois
$47K +$45.2K +1,354 New
GWM
95
Geneos Wealth Management
Colorado
$46K – – –
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.6K – – –
CWA
97
Clearview Wealth Advisors
Oregon
$38K +$5K +150 +16%
AIC
98
Ameritas Investment Company
Nebraska
$36.5K +$35.2K +1,054 New
SSB
99
Sandy Spring Bank
Maryland
$33K – – –
JWM
100
Janiczek Wealth Management
Colorado
$31K – – –
1 2 3
4
5

PFM Hedge Fund Activity: Q1 2021 in Review

106 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2021, worth a combined $296M — up 15% from $258M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFM positions and 8 closed out — a net gain of 13 holders — while 29 added to existing stakes and 34 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.3M. The largest seller was Wells Fargo, cutting an estimated $7.07M.

  • 106 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2021, up from 95 in Q4 2020.
  • Funds reported $296M of Invesco Dividend Achievers ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 21 funds opened new Invesco Dividend Achievers ETF positions in Q1 2021 and 8 closed out, a net change of +13 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2021 was Osaic Holdings, an estimated $12.3M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2021 was Wells Fargo, an estimated $7.07M sold.

Based on aggregated 13F filings for Q1 2021.