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Invesco Dividend Achievers ETF
PFM

128 hedge funds and large institutions have $352M invested in Invesco Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

16% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 38

2% more funds holding

Funds holding: 125 → 128 (+3)

5% less capital invested

Capital invested by funds: $372M → $352M (-$20.1M)

5.91% less ownership

Funds ownership: 59.16% → 53.26% (-5.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
44
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
+$2.9M
2
SWP
Stratos Wealth Partners
Ohio
+$2.56M
3
WA
Waverly Advisors
Alabama
+$2.4M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.94M
5
JWCA
J.W. Cole Advisors
Florida
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27.3M
2
APWA
Atlas Private Wealth Advisors
New Jersey
-$16M
3
Citigroup
Citigroup
New York
-$4.22M
4
UBS Group
UBS Group
Switzerland
-$3.44M
5
LPL Financial
LPL Financial
California
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$310K -$62.1K -1,515 -17%
PTC
77
Private Trust Company
Ohio
$290K -$1.84K -45 -0.7%
First Manhattan
78
First Manhattan
New York
$272K – – –
WF
79
Welch & Forbes
Massachusetts
$263K – – –
CT
80
Caldwell Trust
Florida
$262K – – –
CAM
81
Carret Asset Management
New York
$255K – – –
RA
82
Rodgers & Associates
Pennsylvania
$251K – – –
XF
83
XML Financial
Maryland
$251K +$861 +21 +0.4%
IWM
84
IHT Wealth Management
Illinois
$246K -$106K -2,580 -31%
NFA
85
Northwest Financial Advisors
Virginia
$233K – – –
FGG
86
Financial Guidance Group
Florida
$218K – – –
TC
87
Truvestments Capital
Florida
$209K +$861 +21 +0.4%
EFS
88
Essex Financial Services
Connecticut
$209K -$49.2K -1,200 -20%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$195K +$122K +2,982 +185%
AF
90
Allworth Financial
California
$181K +$287 +7 +0.2%
AFS
91
Annapolis Financial Services
Maryland
$170K – – –
FFA
92
Farther Finance Advisors
California
$169K – – –
SL
93
Salomon & Ludwin
Virginia
$138K +$697 +17 +0.5%
Comerica Bank
94
Comerica Bank
Texas
$135K – – –
CIAS
95
Capital Investment Advisory Services
North Carolina
$130K – – –
TRCT
96
Tower Research Capital (TRC)
New York
$127K -$92.9K -2,268 -43%
Citigroup
97
Citigroup
New York
$127K -$4.22M -102,938 -97%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$122K – – –
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K – – –
Jones Financial Companies
100
Jones Financial Companies
Missouri
$74.6K +$71.8K +1,752 New
2 3
4
5 6

PFM Hedge Fund Activity: Q1 2024 in Review

128 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2024, worth a combined $352M — down 5.4% from $372M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PFM positions and 4 closed out — a net gain of 4 holders — while 44 added to existing stakes and 38 trimmed.

The largest buyer was Flaharty Asset Management, adding an estimated $2.9M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.

  • 128 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2024, up from 125 in Q4 2023.
  • Funds reported $352M of Invesco Dividend Achievers ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 8 funds opened new Invesco Dividend Achievers ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2024 was Flaharty Asset Management, an estimated $2.9M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2024.