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Invesco Dividend Achievers ETF
PFM

133 hedge funds and large institutions have $1.04B invested in Invesco Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

157% more capital invested

Capital invested by funds: $405M → $1.04B (+$634M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 125 → 133 (+8)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

0.48% less ownership

Funds ownership: 55.79% → 55.31% (-0.48%)

Holders
133
Holders Change
+8
Holders Change %
+6.4%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
41
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$4.95M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.95M
3
SW
SteelPeak Wealth
California
+$1.86M
4
Ameriprise
Ameriprise
Minnesota
+$1.27M
5
MMA
Miracle Mile Advisors
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$20.6M
2
KWA
Kingswood Wealth Advisors
California
-$2.1M
3
SWP
Stratos Wealth Partners
Ohio
-$1.9M
4
FAM
Flaharty Asset Management
Florida
-$997K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$20K -$5.44K -116 -21%
PA
127
Parallel Advisors
California
$16.9K +$47 +1 +0.3%
HWA
128
Heritage Wealth Advisors
Virginia
$16.1K +$16.4K +350 New
CICI
129
Capital Investment Counsel Inc
North Carolina
$15.8K – – –
IHWM
130
Iron Horse Wealth Management
Iowa
$9.36K – – –
WWMSC
131
Wagner Wealth Management (South Carolina)
South Carolina
$825 +$844 +18 New
GRP
132
Global Retirement Partners
California
$275 – – –
NS
133
NBC Securities
Alabama
$75 -$77.3K -1,649 -100%
KWA
134
Kingswood Wealth Advisors
California
– -$2.1M -45,124 Closed
CWM
135
Connecticut Wealth Management
Connecticut
– -$374K -8,025 Closed
AI
136
Atria Investments
North Carolina
– -$268K -5,764 Closed
EE
137
EWG Elevate
California
– -$219K -4,695 Closed
RWM
138
Revisor Wealth Management
Ohio
– -$217K -4,664 Closed
SB
139
Simmons Bank
Arkansas
– -$200K -4,300 Closed
PW
140
Paladin Wealth
Minnesota
– -$70.4K -1,512 Closed
FNWA
141
Financial Network Wealth Advisors
Utah
– -$7.45K -160 Closed
2 3 4 5
6

PFM Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2024, worth a combined $1.04B — up 157% from $405M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PFM positions and 8 closed out — a net gain of 13 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Citigroup, adding an estimated $4.95M. The largest seller was LPL Financial, cutting an estimated $20.6M.

  • 133 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2024, up from 125 in Q3 2024.
  • Funds reported $1.04B of Invesco Dividend Achievers ETF stock for Q4 2024, up 157% quarter-over-quarter.
  • 21 funds opened new Invesco Dividend Achievers ETF positions in Q4 2024 and 8 closed out, a net change of +13 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2024 was Citigroup, an estimated $4.95M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2024 was LPL Financial, an estimated $20.6M sold.

Based on aggregated 13F filings for Q4 2024.