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Invesco Dividend Achievers ETF
PFM

125 hedge funds and large institutions have $372M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 33

11% more capital invested

Capital invested by funds: $335M → $372M (+$37.8M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3.44% more ownership

Funds ownership: 55.72% → 59.16% (+3.4%)

0% more funds holding

Funds holding: 125 → 125 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
125
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
48
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.5M
2
Citigroup
Citigroup
New York
+$3.99M
3
CW
CreativeOne Wealth
Kansas
+$1.41M
4
SW
SteelPeak Wealth
California
+$1.11M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$964K

Top Sellers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
-$17.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.78M
3
GSEP
Golden State Equity Partners
California
-$1.76M
4
AAS
Avantax Advisory Services
Texas
-$1.49M
5
LPL Financial
LPL Financial
California
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$274K -$141K -3,743 -35%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$261K -$31.4K -834 -11%
First Manhattan
78
First Manhattan
New York
$255K – – –
WF
79
Welch & Forbes
Massachusetts
$246K – – –
CT
80
Caldwell Trust
Florida
$245K – – –
EFS
81
Essex Financial Services
Connecticut
$243K – – –
CAM
82
Carret Asset Management
New York
$239K – – –
RA
83
Rodgers & Associates
Pennsylvania
$235K – – –
XF
84
XML Financial
Maryland
$234K +$942 +25 +0.4%
NFA
85
Northwest Financial Advisors
Virginia
$218K +$206K +5,471 New
TRCT
86
Tower Research Capital (TRC)
New York
$210K -$196K -5,196 -50%
FGG
87
Financial Guidance Group
Florida
$204K +$193K +5,120 New
TC
88
Truvestments Capital
Florida
$195K +$942 +25 +0.5%
AF
89
Allworth Financial
California
$169K +$264 +7 +0.2%
AFS
90
Annapolis Financial Services
Maryland
$160K – – –
FFA
91
Farther Finance Advisors
California
$159K – – –
ACA
92
Aptus Capital Advisors
Alabama
$156K – – –
Comerica Bank
93
Comerica Bank
Texas
$127K – – –
CIAS
94
Capital Investment Advisory Services
North Carolina
$122K +$18.8K +500 +20%
SL
95
Salomon & Ludwin
Virginia
$118K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$115K -$6.03K -160 -5%
SWM
97
Spire Wealth Management
Virginia
$109K +$113 +3 +0.1%
GWANC
98
Guardian Wealth Advisors (North Carolina)
North Carolina
$101K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$90K – – –
SIC
100
Salem Investment Counselors
North Carolina
$78.5K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q4 2023 in Review

125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2023, worth a combined $372M — up 11% from $335M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFM positions and 9 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.1M.

  • 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $372M of Invesco Dividend Achievers ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 10 funds opened new Invesco Dividend Achievers ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.5M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2023.