Invesco Dividend Achievers ETF
PFM
37 hedge funds and large institutions have $126M invested in Invesco Dividend Achievers ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.
9% more capital invested
Capital invested by funds: $115M → $126M (+$10.7M)
0.24% more ownership
Funds ownership: 36.31% → 36.56% (+0.24%)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
10% less funds holding
Funds holding: 41 → 37 (-4)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.63M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$998K |
| 3 |
LPL Financial
San Diego,
California
|
+$499K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$235K |
| 5 |
PWAP
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$623K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$423K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$394K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$386K |
| 5 |
Goldman Sachs
New York
|
-$359K |
PFM Hedge Fund Activity: Q4 2013 in Review
37 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2013, worth a combined $126M — up 9.3% from $115M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PFM and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.
The largest buyer was Invesco, adding an estimated $2.63M. The largest seller was Morgan Stanley, cutting an estimated $623K.
- 37 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2013, down from 41 in Q3 2013.
- Funds reported $126M of Invesco Dividend Achievers ETF stock for Q4 2013, up 9.3% quarter-over-quarter.
- 2 funds opened new Invesco Dividend Achievers ETF positions in Q4 2013 and 3 closed out, a net change of -1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2013 was Invesco, an estimated $2.63M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2013 was Morgan Stanley, an estimated $623K sold.
Based on aggregated 13F filings for Q4 2013.