Invesco Dividend Achievers ETF
PFM
45 hedge funds and large institutions have $127M invested in Invesco Dividend Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
7% more funds holding
Funds holding: 42 → 45 (+3)
1% less capital invested
Capital invested by funds: $128M → $127M (-$1.33M)
1.47% less ownership
Funds ownership: 36.15% → 34.67% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.81M |
| 2 |
T
Thomaspartners
Boston,
Massachusetts
|
+$849K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$527K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$369K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$6.84M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.72M |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$946K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$560K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$341K |
PFM Hedge Fund Activity: Q4 2014 in Review
45 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2014, worth a combined $127M — down 1% from $128M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PFM positions and 5 closed out — a net gain of 4 holders — while 17 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $3.81M. The largest seller was Invesco, cutting an estimated $6.84M.
- 45 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2014, up from 42 in Q3 2014.
- Funds reported $127M of Invesco Dividend Achievers ETF stock for Q4 2014, down 1% quarter-over-quarter.
- 9 funds opened new Invesco Dividend Achievers ETF positions in Q4 2014 and 5 closed out, a net change of +4 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2014 was Bank of America, an estimated $3.81M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2014 was Invesco, an estimated $6.84M sold.
Based on aggregated 13F filings for Q4 2014.