Invesco Dividend Achievers ETF
PFM
123 hedge funds and large institutions have $408M invested in Invesco Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 5 closing their positions.
260% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 5
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $368M → $408M (+$39.8M)
7% more funds holding
Funds holding: 115 → 123 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.06% less ownership
Funds ownership: 60.44% → 58.37% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$7.73M |
| 2 |
Citigroup
New York
|
+$5.46M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.18M |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.71M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$13.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.8M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.56M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.48M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
126
Flow Traders U.S.
New York
| – | -$466K | -14,423 | Closed |
|
|
EIP
127
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$9K | -306 | Closed |
|
128
AssetMark Inc
Concord,
California
| – | -$1K | -17 | Closed |
|
PFM Hedge Fund Activity: Q4 2022 in Review
123 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2022, worth a combined $408M — up 11% from $368M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PFM positions and 5 closed out — a net gain of 13 holders — while 38 added to existing stakes and 33 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $7.73M. The largest seller was CFS Investment Advisory Services, cutting an estimated $13.1M.
- 123 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2022, up from 115 in Q3 2022.
- Funds reported $408M of Invesco Dividend Achievers ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 18 funds opened new Invesco Dividend Achievers ETF positions in Q4 2022 and 5 closed out, a net change of +13 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2022 was Mariner, an estimated $7.73M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2022.