Invesco Dividend Achievers ETF
PFM
128 hedge funds and large institutions have $352M invested in Invesco Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 38 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
2% more funds holding
Funds holding: 125 → 128 (+3)
5% less capital invested
Capital invested by funds: $372M → $352M (-$20.1M)
5.91% less ownership
Funds ownership: 59.16% → 53.26% (-5.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$2.9M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$2.56M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.4M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.94M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27.3M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$16M |
| 3 |
Citigroup
New York
|
-$4.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$3.44M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
126
Harbour Investments
Madison,
Wisconsin
| $4.65K | – | – | – |
|
|
GRP
127
Global Retirement Partners
San Rafael,
California
| $255 | – | – | – |
|
|
LFG
128
Larson Financial Group
St Louis,
Missouri
| $202 | +$205 | +5 | New |
|
|
129
UBS Group
Zurich,
Switzerland
| – | -$3.44M | -86,290 | Closed |
|
|
SIC
130
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$78.5K | -1,967 | Closed |
|
|
BBHC
131
Brown Brothers Harriman & Co
New York
| – | -$26.4K | -663 | Closed |
|
|
TWM
132
Tradition Wealth Management
Edina,
Minnesota
| – | -$22K | -550 | Closed |
|
PFM Hedge Fund Activity: Q1 2024 in Review
128 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2024, worth a combined $352M — down 5.4% from $372M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFM positions and 4 closed out — a net gain of 4 holders — while 44 added to existing stakes and 38 trimmed.
The largest buyer was Flaharty Asset Management, adding an estimated $2.9M. The largest seller was Morgan Stanley, cutting an estimated $27.3M.
- 128 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2024, up from 125 in Q4 2023.
- Funds reported $352M of Invesco Dividend Achievers ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
- 8 funds opened new Invesco Dividend Achievers ETF positions in Q1 2024 and 4 closed out, a net change of +4 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q1 2024 was Flaharty Asset Management, an estimated $2.9M added.
- The largest Invesco Dividend Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $27.3M sold.
Based on aggregated 13F filings for Q1 2024.