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Invesco Dividend Achievers ETF
PFM

115 hedge funds and large institutions have $368M invested in Invesco Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

1.98% more ownership

Funds ownership: 58.45% → 60.44% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 121 → 115 (-6)

6% less capital invested

Capital invested by funds: $391M → $368M (-$23.1M)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
58
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$13M
2
Osaic Holdings
Osaic Holdings
Arizona
+$3.28M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.2M
4
FAM
Flaharty Asset Management
Florida
+$2.01M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.61M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$2.42M
3
LPL Financial
LPL Financial
California
-$1.97M
4
Invesco
Invesco
Georgia
-$1.09M
5
Citigroup
Citigroup
New York
-$1.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Cetera Advisors
Colorado
$211K – – –
WF
77
Welch & Forbes
Massachusetts
$200K – – –
CT
78
Caldwell Trust
Florida
$199K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$168K -$27.2K -766 -13%
AF
80
Allworth Financial
California
$142K +$285 +8 +0.2%
AFS
81
Annapolis Financial Services
Maryland
$129K – – –
Deutsche Bank
82
Deutsche Bank
Germany
$100K -$715K -20,100 -87%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$98K – – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$64K -$14.2K -400 -17%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$64K – – –
KFI
86
Key Financial Inc
Pennsylvania
$57K – – –
GI
87
Gradient Investments
Minnesota
$49K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$49K +$21.6K +606 +67%
GWM
89
Geneos Wealth Management
Colorado
$46K +$4.8K +135 +10%
AAMA
90
Advanced Asset Management Advisors
Ohio
$45K – – –
WB
91
Webster Bank
Connecticut
$41K – – –
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38K – – –
PCFFS
93
Pacific Center for Financial Services
California
$37K -$10.2K -287 -20%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$33K +$7.47K +210 +26%
SSB
95
Sandy Spring Bank
Maryland
$31K – – –
PP
96
PFS Partners
New Jersey
$30.8K +$142 +4 +0.4%
JWM
97
Janiczek Wealth Management
Colorado
$30K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$23K – – –
SWM
99
Spire Wealth Management
Virginia
$21K +$107 +3 +0.5%
BBHC
100
Brown Brothers Harriman & Co
New York
$21K +$23.6K +663 New
2 3
4
5 6

PFM Hedge Fund Activity: Q3 2022 in Review

115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2022, worth a combined $368M — down 5.9% from $391M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PFM and 6 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 58 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $5.61M.

  • 115 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2022, down from 121 in Q2 2022.
  • Funds reported $368M of Invesco Dividend Achievers ETF stock for Q3 2022, down 5.9% quarter-over-quarter.
  • 6 funds opened new Invesco Dividend Achievers ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $13M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2022 was Bank of America, an estimated $5.61M sold.

Based on aggregated 13F filings for Q3 2022.