We are live on ! Find out more
PFM icon

Invesco Dividend Achievers ETF
PFM

125 hedge funds and large institutions have $335M invested in Invesco Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more funds holding

Funds holding: 123 → 125 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.42% less ownership

Funds ownership: 58.15% → 55.72% (-2.4%)

14% less capital invested

Capital invested by funds: $391M → $335M (-$56.1M)

Holders
125
Holders Change
+2
Holders Change %
+1.63%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
46
Reduced
35
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
+$5.05M
2
APWA
Atlas Private Wealth Advisors
New Jersey
+$3.35M
3
GSEP
Golden State Equity Partners
California
+$1.83M
4
FAM
Flaharty Asset Management
Florida
+$1.04M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$769K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$16.3M
2
Invesco
Invesco
Georgia
-$16.2M
3
LPL Financial
LPL Financial
California
-$14M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Geneos Wealth Management
Colorado
$52.1K – – –
AAMA
102
Advanced Asset Management Advisors
Ohio
$50.4K – – –
RW
103
RVW Wealth
California
$50K +$52.2K +1,369 New
WB
104
Webster Bank
Connecticut
$46.7K – – –
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.9K – – –
IPW
106
Impact Partnership Wealth
Georgia
$40.2K +$41.9K +1,100 New
LFA
107
LGT Financial Advisors
Texas
$37.1K – – –
PP
108
PFS Partners
New Jersey
$35.5K +$152 +4 +0.4%
JWM
109
Janiczek Wealth Management
Colorado
$33.1K – – –
RIA
110
Realta Investment Advisors
Delaware
$31.1K – – –
CFGS
111
Concourse Financial Group Securities
Alabama
$25.6K – – –
KFS
112
Kelly Financial Services
Massachusetts
$24.3K +$114 +3 +0.5%
BBHC
113
Brown Brothers Harriman & Co
New York
$24.2K – – –
TWM
114
Tradition Wealth Management
Minnesota
$20K +$114 +3 +0.6%
M
115
MOTCO
Texas
$14.7K – – –
PA
116
Parallel Advisors
California
$13.2K +$9.3K +244 +209%
CICI
117
Capital Investment Counsel Inc
North Carolina
$12.6K +$13.1K +345 New
GEA
118
Glen Eagle Advisors
New Jersey
$9.86K – – –
PCFFS
119
Pacific Center for Financial Services
California
$8.95K -$10.9K -287 -54%
IHWM
120
Iron Horse Wealth Management
Iowa
$7.45K +$7.77K +204 New
FFA
121
Founders Financial Alliance
North Carolina
$6.79K – – –
S
122
SignatureFD
Georgia
$6.03K – – –
VF
123
VitalStone Financial
Texas
$6K – – –
HI
124
Harbour Investments
Wisconsin
$3.96K – – –
GRP
125
Global Retirement Partners
California
$217 – – –
2 3 4
5
6

PFM Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2023, worth a combined $335M — down 14% from $391M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PFM positions and 8 closed out — a net gain of 2 holders — while 46 added to existing stakes and 35 trimmed.

The largest buyer was Atria Wealth Solutions, adding an estimated $5.05M. The largest seller was Osaic Holdings, cutting an estimated $16.3M.

  • 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2023, up from 123 in Q2 2023.
  • Funds reported $335M of Invesco Dividend Achievers ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 10 funds opened new Invesco Dividend Achievers ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q3 2023 was Atria Wealth Solutions, an estimated $5.05M added.
  • The largest Invesco Dividend Achievers ETF seller in Q3 2023 was Osaic Holdings, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2023.