Invesco Dividend Achievers ETF
PFM
125 hedge funds and large institutions have $372M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 33 reducing their positions, and 9 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 33
11% more capital invested
Capital invested by funds: $335M → $372M (+$37.8M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
3.44% more ownership
Funds ownership: 55.72% → 59.16% (+3.4%)
0% more funds holding
Funds holding: 125 → 125 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.5M |
| 2 |
Citigroup
New York
|
+$3.99M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.41M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$1.11M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$964K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$17.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.78M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.76M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.49M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSEP
126
Golden State Equity Partners
South Coast Metro,
California
| – | -$1.76M | -48,115 | Closed |
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$737K | -20,169 | Closed |
|
128
Goldman Sachs
New York
| – | -$422K | -11,546 | Closed |
|
|
BPA
129
Beacon Pointe Advisors
Newport Beach,
California
| – | -$297K | -8,130 | Closed |
|
|
RW
130
RVW Wealth
Los Angeles,
California
| – | -$50K | -1,369 | Closed |
|
|
RIA
131
Realta Investment Advisors
Wilmington,
Delaware
| – | -$31.1K | -815 | Closed |
|
|
CICI
132
Capital Investment Counsel Inc
Raleigh,
North Carolina
| – | -$12.6K | -345 | Closed |
|
|
PCFFS
133
Pacific Center for Financial Services
San Ramon,
California
| – | -$8.95K | -245 | Closed |
|
|
S
134
SignatureFD
Atlanta,
Georgia
| – | -$6.03K | -165 | Closed |
|
PFM Hedge Fund Activity: Q4 2023 in Review
125 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2023, worth a combined $372M — up 11% from $335M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFM positions and 9 closed out — a net gain of 1 holder — while 48 added to existing stakes and 33 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.1M.
- 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $372M of Invesco Dividend Achievers ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 10 funds opened new Invesco Dividend Achievers ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $22.5M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2023.