Invesco Dividend Achievers ETF
PFM
42 hedge funds and large institutions have $128M invested in Invesco Dividend Achievers ETF in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.24% more ownership
Funds ownership: 35.91% → 36.15% (+0.24%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1% less capital invested
Capital invested by funds: $130M → $128M (-$1.69M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.37M |
| 2 |
Bank of New York Mellon
New York
|
+$654K |
| 3 |
Morgan Stanley
New York
|
+$427K |
| 4 |
M&T Bank
Buffalo,
New York
|
+$420K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$369K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$937K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$500K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$451K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$301K |
PFM Hedge Fund Activity: Q3 2014 in Review
42 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2014, worth a combined $128M — down 1.3% from $130M a quarter earlier.
Fund positioning in PFM was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 16 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $1.37M. The largest seller was Susquehanna International Group, cutting an estimated $1.25M.
- 42 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $128M of Invesco Dividend Achievers ETF stock for Q3 2014, down 1.3% quarter-over-quarter.
- 4 funds opened new Invesco Dividend Achievers ETF positions in Q3 2014 and 4 closed out, a net change of 0 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2014 was Bank of America, an estimated $1.37M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2014 was Susquehanna International Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2014.