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Invesco Dividend Achievers ETF
PFM

125 hedge funds and large institutions have $335M invested in Invesco Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 123 → 125 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.42% less ownership

Funds ownership: 58.15% → 55.72% (-2.4%)

14% less capital invested

Capital invested by funds: $391M → $335M (-$56.1M)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% 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
10
Increased
46
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$5.05M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$3.35M
3
GSEP
Golden State Equity Partners
California
+$1.83M
4
FAM
Flaharty Asset Management
Florida
+$1.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$769K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$16.3M
2
Invesco
Invesco
Georgia
-$16.2M
3
LPL Financial
LPL Financial
California
-$14M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
76
First Manhattan
New York
$234K -$24.8K -650 -9%
WF
77
Welch & Forbes
Massachusetts
$226K – – –
CT
78
Caldwell Trust
Florida
$225K – – –
EFS
79
Essex Financial Services
Connecticut
$223K – – –
CAM
80
Carret Asset Management
New York
$219K – – –
RA
81
Rodgers & Associates
Pennsylvania
$215K – – –
XF
82
XML Financial
Maryland
$214K +$876 +23 +0.4%
TC
83
Truvestments Capital
Florida
$178K +$876 +23 +0.5%
AF
84
Allworth Financial
California
$155K +$267 +7 +0.2%
AFS
85
Annapolis Financial Services
Maryland
$146K – – –
FFA
86
Farther Finance Advisors
California
$146K – – –
ACA
87
Aptus Capital Advisors
Alabama
$143K +$53.4K +1,400 +56%
KFI
88
Key Financial Inc
Pennsylvania
$119K – – –
SL
89
Salomon & Ludwin
Virginia
$118K +$123K +3,236 New
Comerica Bank
90
Comerica Bank
Texas
$116K +$121K +3,174 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$111K -$69.4K -1,822 -38%
SWM
92
Spire Wealth Management
Virginia
$99.4K +$114 +3 +0.1%
CIAS
93
Capital Investment Advisory Services
North Carolina
$93.4K -$1.56K -41 -2%
GWANC
94
Guardian Wealth Advisors (North Carolina)
North Carolina
$92.1K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$82K -$5.6K -147 -6%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$73.3K -$38.1K -1,001 -33%
SIC
97
Salem Investment Counselors
North Carolina
$71.9K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$68.4K -$76 -2 -0.1%
NS
99
NBC Securities
Alabama
$60K +$62.9K +1,650 New
GI
100
Gradient Investments
Minnesota
$55.2K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2023, worth a combined $335M — down 14% from $391M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFM positions and 8 closed out — a net gain of 2 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $5.05M. The largest seller was Osaic Holdings, cutting an estimated $16.3M.

  • 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2023, up from 123 in Q2 2023.
  • Funds reported $335M of Invesco Dividend Achievers ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 10 funds opened new Invesco Dividend Achievers ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2023 was Atria Wealth Solutions, an estimated $5.05M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2023 was Osaic Holdings, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2023.