Invesco Dividend Achievers ETF
PFM
48 hedge funds and large institutions have $110M invested in Invesco Dividend Achievers ETF in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
7% more funds holding
Funds holding: 45 → 48 (+3)
1.67% more ownership
Funds ownership: 33.4% → 35.06% (+1.7%)
6% less capital invested
Capital invested by funds: $117M → $110M (-$6.92M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
+$5.53M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.71M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$931K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$898K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.6M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.36M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$586K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$216K |
PFM Hedge Fund Activity: Q2 2015 in Review
48 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2015, worth a combined $110M — down 5.9% from $117M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PFM positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Sage Financial Group, opening a new position worth an estimated $5.53M. The largest seller was Royal Bank of Canada, cutting an estimated $3.6M.
- 48 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2015, up from 45 in Q1 2015.
- Funds reported $110M of Invesco Dividend Achievers ETF stock for Q2 2015, down 5.9% quarter-over-quarter.
- 5 funds opened new Invesco Dividend Achievers ETF positions in Q2 2015 and 2 closed out, a net change of +3 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2015 was Sage Financial Group, an estimated $5.53M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2015 was Royal Bank of Canada, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2015.