Invesco Dividend Achievers ETF
PFM
115 hedge funds and large institutions have $424M invested in Invesco Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
23% more capital invested
Capital invested by funds: $343M → $424M (+$80.2M)
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
11% more funds holding
Funds holding: 104 → 115 (+11)
3.05% more ownership
Funds ownership: 53.56% → 56.62% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$13.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.15M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$2.28M |
| 5 |
Morgan Stanley
New York
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$814K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$711K |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$426K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$389K |
PFM Hedge Fund Activity: Q4 2021 in Review
115 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2021, worth a combined $424M — up 23% from $343M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PFM positions and 2 closed out — a net gain of 13 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Flaharty Asset Management, adding an estimated $13.4M. The largest seller was Bank of America, cutting an estimated $1M.
- 115 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2021, up from 104 in Q3 2021.
- Funds reported $424M of Invesco Dividend Achievers ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 15 funds opened new Invesco Dividend Achievers ETF positions in Q4 2021 and 2 closed out, a net change of +13 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2021 was Flaharty Asset Management, an estimated $13.4M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2021 was Bank of America, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2021.