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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$5.05M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$3.35M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.83M |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$1.04M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$16.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.87M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Invesco
Atlanta,
Georgia
| – | -$16.2M | -425,035 | Closed |
|
127
Jane Street
New York
| – | -$589K | -15,403 | Closed |
|
|
RWM
128
Revisor Wealth Management
Akron,
Ohio
| – | -$357K | -9,328 | Closed |
|
|
IA
129
Insight Advisors
Newtown,
Pennsylvania
| – | -$246K | -6,436 | Closed |
|
|
CP
130
Castleview Partners
Dallas,
Texas
| – | -$38.2K | -1,000 | Closed |
|
|
FCA
131
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$32.9K | -900 | Closed |
|
|
SC
132
SouthState Corp
Winter Haven,
Florida
| – | -$9.9K | -259 | Closed |
|
|
CWA
133
Clearview Wealth Advisors
Salem,
Oregon
| – | -$6.27K | -164 | Closed |
|
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.