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Invesco Dividend Achievers ETF
PFM

40 hedge funds and large institutions have $106M invested in Invesco Dividend Achievers ETF in 2013 Q2 according to their latest regulatory filings, with 40 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.23% more ownership

Funds ownership: 0% → 35.23% (+35%)

Holders
40
Holders Change
+40
Holders Change %
–
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
1
Invesco
Georgia
$54.9M +$55.9M +3,047,927 New
U
2
UBS
Switzerland
$7.87M +$8.01M +437,157 New
Bank of America
3
Bank of America
North Carolina
$6.25M +$6.37M +347,402 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.83M +$5.94M +323,774 New
LPL Financial
5
LPL Financial
California
$5.16M +$5.25M +286,600 New
Morgan Stanley
6
Morgan Stanley
New York
$4.8M +$4.89M +266,608 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.72M +$3.79M +206,557 New
Wells Fargo
8
Wells Fargo
California
$2.72M +$2.77M +150,994 New
RJA
9
Raymond James & Associates
Florida
$1.95M +$1.98M +108,209 New
T
10
Thomaspartners
Massachusetts
$1.54M +$1.37M +74,758 New
Deutsche Bank
11
Deutsche Bank
Germany
$1.29M +$1.32M +71,900 New
CAN
12
Cetera Advisor Networks
California
$1.18M +$1.2M +65,500 New
HighTower Advisors
13
HighTower Advisors
Illinois
$966K +$984K +53,680 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$866K +$882K +48,116 New
WA
15
WBH Advisory
Maryland
$829K +$845K +46,068 New
CWM
16
Concert Wealth Management
California
$763K +$775K +42,296 New
BG
17
Bahl & Gaynor
Ohio
$716K +$729K +39,784 New
TH
18
Timber Hill
Connecticut
$603K +$614K +33,502 New
EWA
19
Exencial Wealth Advisors
Oklahoma
$579K +$563K +30,715 New
CS
20
Credit Suisse
Switzerland
$533K +$543K +29,609 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$516K +$526K +28,690 New
Ameriprise
22
Ameriprise
Minnesota
$373K +$380K +20,720 New
WB
23
Webster Bank
Connecticut
$342K +$348K +19,000 New
SC
24
Stratford Consulting
Texas
$333K +$339K +18,496 New
DBT
25
Dubuque Bank & Trust
Iowa
$288K +$293K +16,000 New
1
2

PFM Hedge Fund Activity: Q2 2013 in Review

40 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2013, worth a combined $106M.

Buyers outnumbered sellers: 40 funds opened new PFM positions and 0 closed out — a net gain of 40 holders — while 0 added to existing stakes and 0 trimmed.

  • 40 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $106M of Invesco Dividend Achievers ETF stock for Q2 2013.
  • 40 funds opened new Invesco Dividend Achievers ETF positions in Q2 2013 and 0 closed out, a net change of +40 holders.

Based on aggregated 13F filings for Q2 2013.