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Invesco Dividend Achievers ETF
PFM

125 hedge funds and large institutions have $405M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

43% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 30

17% more capital invested

Capital invested by funds: $347M → $405M (+$57.8M)

5% more funds holding

Funds holding: 119 → 125 (+6)

2.48% more ownership

Funds ownership: 53.31% → 55.79% (+2.5%)

Holders
125
Holders Change
+6
Holders Change %
+5.04%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.31M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.26M
3
AIA
Arrow Investment Advisors
Maryland
+$3.68M
4
DWA
Dorsey Wright & Associates
California
+$2.23M
5
KWA
Kingswood Wealth Advisors
California
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.86M
2
KAS
Kestra Advisory Services
Texas
-$949K
3
Bank of America
Bank of America
North Carolina
-$765K
4
FAM
Flaharty Asset Management
Florida
-$534K
5
APWA
Atlas Private Wealth Advisors
New Jersey
-$524K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
Connecticut Wealth Management
Connecticut
$374K – – –
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$369K +$3.97K +89 +1%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$364K -$20.1K -451 -5%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$340K +$10.1K +226 +3%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$339K +$714 +16 +0.2%
PTC
81
Private Trust Company
Ohio
$320K +$1.92K +43 +0.6%
First Manhattan
82
First Manhattan
New York
$298K – – –
CT
83
Caldwell Trust
Florida
$286K – – –
CAM
84
Carret Asset Management
New York
$279K – – –
XF
85
XML Financial
Maryland
$276K +$848 +19 +0.3%
RA
86
Rodgers & Associates
Pennsylvania
$274K – – –
AI
87
Atria Investments
North Carolina
$268K +$257K +5,764 New
NFA
88
Northwest Financial Advisors
Virginia
$255K – – –
FGG
89
Financial Guidance Group
Florida
$238K – – –
EFS
90
Essex Financial Services
Connecticut
$230K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$222K +$5K +112 +2%
EE
92
EWG Elevate
California
$219K +$210K +4,695 New
RWM
93
Revisor Wealth Management
Ohio
$217K +$208K +4,664 New
SB
94
Simmons Bank
Arkansas
$200K +$192K +4,300 New
AF
95
Allworth Financial
California
$199K +$268 +6 +0.1%
AFS
96
Annapolis Financial Services
Maryland
$186K – – –
FFA
97
Farther Finance Advisors
California
$186K – – –
Comerica Bank
98
Comerica Bank
Texas
$148K – – –
CIAS
99
Capital Investment Advisory Services
North Carolina
$142K – – –
Citigroup
100
Citigroup
New York
$139K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q3 2024 in Review

125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2024, worth a combined $405M — up 17% from $347M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFM positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 30 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.31M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.86M.

  • 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2024, up from 119 in Q2 2024.
  • Funds reported $405M of Invesco Dividend Achievers ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 15 funds opened new Invesco Dividend Achievers ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2024 was Wells Fargo, an estimated $9.31M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2024.