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Invesco Dividend Achievers ETF
PFM

133 hedge funds and large institutions have $1.04B invested in Invesco Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

157% more capital invested

Capital invested by funds: $405M → $1.04B (+$634M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 125 → 133 (+8)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.48% less ownership

Funds ownership: 55.79% → 55.31% (-0.48%)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
41
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$4.95M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.95M
3
SW
SteelPeak Wealth
California
+$1.86M
4
Ameriprise
Ameriprise
Minnesota
+$1.27M
5
MMA
Miracle Mile Advisors
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$20.6M
2
KWA
Kingswood Wealth Advisors
California
-$2.1M
3
SWP
Stratos Wealth Partners
Ohio
-$1.9M
4
FAM
Flaharty Asset Management
Florida
-$997K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
76
Axxcess Wealth Management
California
$373K +$382K +8,143 New
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$373K +$38.2K +815 +11%
KAS
78
Kestra Advisory Services
Texas
$365K -$228K -4,873 -38%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$358K – – –
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$334K +$797 +17 +0.2%
PTC
81
Private Trust Company
Ohio
$315K – – –
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$307K -$59K -1,258 -16%
CPC
83
Consolidated Planning Corp
Georgia
$307K +$314K +6,694 New
PWM
84
PMG Wealth Management
Illinois
$307K +$313K +6,685 New
TC
85
TownSquare Capital
Utah
$303K +$309K +6,601 New
First Manhattan
86
First Manhattan
New York
$294K – – –
IWM
87
IHT Wealth Management
Illinois
$285K +$292K +6,222 New
CT
88
Caldwell Trust
Florida
$282K – – –
GLA
89
Good Life Advisors
Pennsylvania
$282K -$270K -5,759 -48%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$276K -$649K -13,847 -70%
CAM
91
Carret Asset Management
New York
$275K – – –
RA
92
Rodgers & Associates
Pennsylvania
$270K – – –
GWA
93
Genesis Wealth Advisors
Massachusetts
$269K +$275K +5,864 New
NFA
94
Northwest Financial Advisors
Virginia
$251K – – –
XF
95
XML Financial
Maryland
$244K -$28.9K -617 -10%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$243K +$24.8K +529 +11%
FGG
97
Financial Guidance Group
Florida
$235K – – –
EFS
98
Essex Financial Services
Connecticut
$225K – – –
IAA
99
Independent Advisor Alliance
North Carolina
$221K +$226K +4,816 New
TRCT
100
Tower Research Capital (TRC)
New York
$214K +$164K +3,489 +299%
2 3
4
5 6

PFM Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2024, worth a combined $1.04B — up 157% from $405M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFM positions and 8 closed out — a net gain of 13 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Citigroup, adding an estimated $4.95M. The largest seller was LPL Financial, cutting an estimated $20.6M.

  • 133 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $1.04B of Invesco Dividend Achievers ETF stock for Q4 2024, up 157% quarter-over-quarter.
  • 21 funds opened new Invesco Dividend Achievers ETF positions in Q4 2024 and 8 closed out, a net change of +13 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2024 was Citigroup, an estimated $4.95M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2024 was LPL Financial, an estimated $20.6M sold.

Based on aggregated 13F filings for Q4 2024.