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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$4.95M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.95M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$1.86M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.27M |
| 5 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$20.6M |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$2.1M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.9M |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$997K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$649K |
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.