Invesco Dividend Achievers ETF
PFM
42 hedge funds and large institutions have $126M invested in Invesco Dividend Achievers ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
14% more funds holding
Funds holding: 37 → 42 (+5)
0% more capital invested
Capital invested by funds: $126M → $126M (+$190K)
0.08% less ownership
Funds ownership: 36.56% → 36.48% (-0.08%)
35% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.44M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.07M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$404K |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
+$354K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$3.28M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.27M |
| 3 |
Morgan Stanley
New York
|
-$1.11M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$437K |
| 5 |
WB
Webster Bank
Waterbury,
Connecticut
|
-$368K |
PFM Hedge Fund Activity: Q1 2014 in Review
42 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2014, worth a combined $126M — up 0.15% from $126M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFM positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 17 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $3.44M. The largest seller was Invesco, cutting an estimated $3.28M.
- 42 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2014, up from 37 in Q4 2013.
- Funds reported $126M of Invesco Dividend Achievers ETF stock for Q1 2014, up 0.15% quarter-over-quarter.
- 7 funds opened new Invesco Dividend Achievers ETF positions in Q1 2014 and 2 closed out, a net change of +5 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q1 2014 was Credit Suisse, an estimated $3.44M added.
- The largest Invesco Dividend Achievers ETF seller in Q1 2014 was Invesco, an estimated $3.28M sold.
Based on aggregated 13F filings for Q1 2014.