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Invesco Dividend Achievers ETF
PFM

119 hedge funds and large institutions have $347M invested in Invesco Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 23

0.05% more ownership

Funds ownership: 53.26% → 53.31% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $352M → $347M (-$5.37M)

7% less funds holding

Funds holding: 128 → 119 (-9)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
119
Holders Change
-9
Holders Change %
-7.03%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
49
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$17.9M
2
RJA
Raymond James & Associates
Florida
+$5.81M
3
UBS Group
UBS Group
Switzerland
+$3.75M
4
APWA
Atlas Private Wealth Advisors
New Jersey
+$2.03M
5
SWP
Stratos Wealth Partners
Ohio
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$12.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.59M
3
Bank of America
Bank of America
North Carolina
-$608K
4
Osaic Holdings
Osaic Holdings
Arizona
-$590K
5
RWM
Revisor Wealth Management
Ohio
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
76
Consolidated Planning Corp
Georgia
$275K +$271K +6,444 New
First Manhattan
77
First Manhattan
New York
$273K – – –
CT
78
Caldwell Trust
Florida
$262K – – –
CAM
79
Carret Asset Management
New York
$256K – – –
GLA
80
Good Life Advisors
Pennsylvania
$254K -$56.3K -1,339 -18%
XF
81
XML Financial
Maryland
$252K +$925 +22 +0.4%
RA
82
Rodgers & Associates
Pennsylvania
$251K – – –
NFA
83
Northwest Financial Advisors
Virginia
$233K – – –
FGG
84
Financial Guidance Group
Florida
$218K – – –
EFS
85
Essex Financial Services
Connecticut
$213K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$199K +$2.98K +71 +2%
AF
87
Allworth Financial
California
$187K +$252 +6 +0.1%
AFS
88
Annapolis Financial Services
Maryland
$171K – – –
FFA
89
Farther Finance Advisors
California
$170K – – –
Comerica Bank
90
Comerica Bank
Texas
$135K – – –
CIAS
91
Capital Investment Advisory Services
North Carolina
$130K – – –
Citigroup
92
Citigroup
New York
$127K – – –
GWANC
93
Guardian Wealth Advisors (North Carolina)
North Carolina
$108K – – –
NS
94
NBC Securities
Alabama
$70K – – –
GI
95
Gradient Investments
Minnesota
$64.5K – – –
FFA
96
Founders Financial Alliance
North Carolina
$63.8K – – –
ATPW
97
Ashton Thomas Private Wealth
Arizona
$61K +$60.1K +1,430 New
GWM
98
Geneos Wealth Management
Colorado
$60.8K – – –
AAMA
99
Advanced Asset Management Advisors
Ohio
$58.9K – – –
RIA
100
Realta Investment Advisors
Delaware
$55K +$252 +6 +0.5%
2 3
4
5 6

PFM Hedge Fund Activity: Q2 2024 in Review

119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2024, worth a combined $347M — down 1.5% from $352M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PFM and 8 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 49 added.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $17.9M. The largest seller was LPL Financial, cutting an estimated $12.2M.

  • 119 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2024, down from 128 in Q1 2024.
  • Funds reported $347M of Invesco Dividend Achievers ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 8 funds opened new Invesco Dividend Achievers ETF positions in Q2 2024 and 12 closed out, a net change of -4 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $17.9M added.
  • The largest Invesco Dividend Achievers ETF seller in Q2 2024 was LPL Financial, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2024.