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Invesco Dividend Achievers ETF
PFM

121 hedge funds and large institutions have $391M invested in Invesco Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

0% more funds holding

Funds holding: 121 → 121 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.52% less ownership

Funds ownership: 58.97% → 58.45% (-0.52%)

6% less capital invested

Capital invested by funds: $415M → $391M (-$24M)

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
44
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$8.82M
3
FAM
Flaharty Asset Management
Florida
+$6.39M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.01M
5
BS
Banco Santander
Spain
+$1.7M

Top Sellers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
-$10.9M
2
GLA
Good Life Advisors
Pennsylvania
-$10.1M
3
HWM
Horizon Wealth Management
Illinois
-$5.78M
4
LPL Financial
LPL Financial
California
-$5.66M
5
Osaic Holdings
Osaic Holdings
Arizona
-$4.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
76
First Manhattan
New York
$243K – – –
EFS
77
Essex Financial Services
Connecticut
$243K +$183 +5 +0.1%
CA
78
Cetera Advisors
Colorado
$226K – – –
Ameriprise
79
Ameriprise
Minnesota
$213K -$125K -3,423 -36%
KA
80
Kovack Advisors
Florida
$213K – – –
WF
81
Welch & Forbes
Massachusetts
$213K – – –
CT
82
Caldwell Trust
Florida
$212K – – –
PTC
83
Private Trust Company
Ohio
$212K +$225K +6,150 New
CAM
84
Carret Asset Management
New York
$207K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$206K -$66.6K -1,823 -23%
AF
86
Allworth Financial
California
$152K +$329 +9 +0.2%
AFS
87
Annapolis Financial Services
Maryland
$138K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$104K -$2.27K -62 -2%
CIAS
89
Capital Investment Advisory Services
North Carolina
$82K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$69K – – –
KFI
91
Key Financial Inc
Pennsylvania
$64K – – –
COCM
92
Charter Oak Capital Management
New Hampshire
$61K +$329 +9 +0.5%
GI
93
Gradient Investments
Minnesota
$52K – – –
PCFFS
94
Pacific Center for Financial Services
California
$49K -$9.13K -250 -15%
AAMA
95
Advanced Asset Management Advisors
Ohio
$48K – – –
GWM
96
Geneos Wealth Management
Colorado
$45K – – –
WB
97
Webster Bank
Connecticut
$44K – – –
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.5K – – –
GA
99
GoalVest Advisory
New York
$35K -$396K -10,828 -91%
JWM
100
Janiczek Wealth Management
Colorado
$33K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q2 2022 in Review

121 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2022, worth a combined $391M — down 5.8% from $415M a quarter earlier.

Fund positioning in PFM was balanced in Q2 2022: 10 funds opened new positions, 10 closed out, 44 added to existing stakes and 30 trimmed.

The largest buyer was Bank of America, adding an estimated $29M. The largest seller was CFS Investment Advisory Services, cutting an estimated $10.9M.

  • 121 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $391M of Invesco Dividend Achievers ETF stock for Q2 2022, down 5.8% quarter-over-quarter.
  • 10 funds opened new Invesco Dividend Achievers ETF positions in Q2 2022 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q2 2022 was Bank of America, an estimated $29M added.
  • The largest Invesco Dividend Achievers ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2022.