Invesco Dividend Achievers ETF
PFM
125 hedge funds and large institutions have $405M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
43% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 30
17% more capital invested
Capital invested by funds: $347M → $405M (+$57.8M)
5% more funds holding
Funds holding: 119 → 125 (+6)
2.48% more ownership
Funds ownership: 53.31% → 55.79% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.31M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.26M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$3.68M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$2.23M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.86M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$949K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$765K |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$534K |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$524K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSEP
126
Golden State Equity Partners
South Coast Metro,
California
| $72 | – | – | – |
|
127
Jane Street
New York
| – | -$429K | -10,055 | Closed |
|
|
CPC
128
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$275K | -6,444 | Closed |
|
|
GI
129
Gradient Investments
Arden Hills,
Minnesota
| – | -$64.5K | -1,512 | Closed |
|
|
ATPW
130
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$61K | -1,430 | Closed |
|
|
RIA
131
Realta Investment Advisors
Wilmington,
Delaware
| – | -$55K | -1,289 | Closed |
|
|
CFB
132
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$33.5K | -786 | Closed |
|
|
NP
133
NorthRock Partners
Minneapolis,
Minnesota
| – | -$7.72K | -181 | Closed |
|
|
FCAS
134
First Command Advisory Services
Fort Worth,
Texas
| – | -$5.97K | -140 | Closed |
|
PFM Hedge Fund Activity: Q3 2024 in Review
125 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2024, worth a combined $405M — up 17% from $347M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PFM positions and 8 closed out — a net gain of 7 holders — while 43 added to existing stakes and 30 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.31M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.86M.
- 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2024, up from 119 in Q2 2024.
- Funds reported $405M of Invesco Dividend Achievers ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 15 funds opened new Invesco Dividend Achievers ETF positions in Q3 2024 and 8 closed out, a net change of +7 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2024 was Wells Fargo, an estimated $9.31M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $1.86M sold.
Based on aggregated 13F filings for Q3 2024.