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Invesco Dividend Achievers ETF
PFM

104 hedge funds and large institutions have $343M invested in Invesco Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

1% more funds holding

Funds holding: 103 → 104 (+1)

0.01% less ownership

Funds ownership: 53.57% → 53.56% (-0.01%)

0% less capital invested

Capital invested by funds: $345M → $343M (-$1.26M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
104
Holders Change
+1
Holders Change %
+0.97%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
42
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$8.47M
2
CFG
Citizens Financial Group
Rhode Island
+$3.2M
3
FAM
Flaharty Asset Management
Florida
+$1.73M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.51M
5
AAS
Avantax Advisory Services
Texas
+$885K

Top Sellers

Rank Fund Capital Flow
1
AIP
Almanack Investment Partners
Pennsylvania
-$10.9M
2
UBS Group
UBS Group
Switzerland
-$2.69M
3
MIAN
Mariner Independent Advisor Network
Kansas
-$1.52M
4
Invesco
Invesco
Georgia
-$798K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$745K
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
76
Atlas Private Wealth Advisors
New Jersey
$182K +$99.2K +2,672 +112%
HI
77
Harbour Investments
Wisconsin
$157K +$2.38K +64 +1%
AFS
78
Annapolis Financial Services
Maryland
$144K – – –
NFG
79
Next Financial Group
Texas
$142K – – –
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$107K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$103K – – –
CIAS
82
Capital Investment Advisory Services
North Carolina
$90K – – –
CWA
83
Clearview Wealth Advisors
Oregon
$80K +$7.05K +190 +9%
Citigroup
84
Citigroup
New York
$79K +$81.2K +2,186 New
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$74K +$705 +19 +0.9%
RG
86
Retirement Group
California
$73K -$1.52K -41 -2%
KFI
87
Key Financial Inc
Pennsylvania
$70K – – –
COCM
88
Charter Oak Capital Management
New Hampshire
$63K +$297 +8 +0.5%
PCFFS
89
Pacific Center for Financial Services
California
$60K – – –
GI
90
Gradient Investments
Minnesota
$54K – – –
AAMA
91
Advanced Asset Management Advisors
Ohio
$50K – – –
WB
92
Webster Bank
Connecticut
$46K -$8.17K -220 -15%
GWM
93
Geneos Wealth Management
Colorado
$46K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.3K – – –
SSB
95
Sandy Spring Bank
Maryland
$34K – – –
JWM
96
Janiczek Wealth Management
Colorado
$33K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$33K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$32K +$5.61K +151 +21%
CFGS
99
Concourse Financial Group Securities
Alabama
$25K – – –
SWM
100
Spire Wealth Management
Virginia
$23K +$111 +3 +0.5%
1 2 3
4
5

PFM Hedge Fund Activity: Q3 2021 in Review

104 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2021, worth a combined $343M — down 0.37% from $345M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFM positions and 4 closed out — a net gain of 4 holders — while 42 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $8.47M. The largest seller was Almanack Investment Partners, exiting entirely with an estimated $10.9M sold.

  • 104 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2021, up from 103 in Q2 2021.
  • Funds reported $343M of Invesco Dividend Achievers ETF stock for Q3 2021, down 0.37% quarter-over-quarter.
  • 8 funds opened new Invesco Dividend Achievers ETF positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2021 was LPL Financial, an estimated $8.47M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2021 was Almanack Investment Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2021.