Invesco Dividend Achievers ETF
PFM
121 hedge funds and large institutions have $415M invested in Invesco Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
40% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 30
5% more funds holding
Funds holding: 115 → 121 (+6)
2.36% more ownership
Funds ownership: 56.62% → 58.97% (+2.4%)
2% less capital invested
Capital invested by funds: $424M → $415M (-$8.64M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$12.1M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$11.8M |
| 3 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
+$5.73M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$3.31M |
| 5 |
Morgan Stanley
New York
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.6M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$5.61M |
| 3 |
LPL Financial
San Diego,
California
|
-$3.47M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.88M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCWM
126
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$16K | -414 | Closed |
|
|
PCMC
127
Paragon Capital Management (Colorado)
Denver,
Colorado
| – | -$14K | -344 | Closed |
|
|
RG
128
Retirement Group
San Diego,
California
| – | -$8K | -210 | Closed |
|
129
US Bancorp
Minneapolis,
Minnesota
| – | -$5K | -116 | Closed |
|
PFM Hedge Fund Activity: Q1 2022 in Review
121 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2022, worth a combined $415M — down 2% from $424M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PFM positions and 9 closed out — a net gain of 10 holders — while 42 added to existing stakes and 30 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $12.1M. The largest seller was Osaic Holdings, cutting an estimated $15.6M.
- 121 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2022, up from 115 in Q4 2021.
- Funds reported $415M of Invesco Dividend Achievers ETF stock for Q1 2022, down 2% quarter-over-quarter.
- 19 funds opened new Invesco Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +10 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q1 2022 was Wilbanks Smith & Thomas Asset Management, an estimated $12.1M added.
- The largest Invesco Dividend Achievers ETF seller in Q1 2022 was Osaic Holdings, an estimated $15.6M sold.
Based on aggregated 13F filings for Q1 2022.