Invesco Dividend Achievers ETF
PFM
47 hedge funds and large institutions have $85M invested in Invesco Dividend Achievers ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
0.24% less ownership
Funds ownership: 30.65% → 30.41% (-0.24%)
2% less capital invested
Capital invested by funds: $86.8M → $85M (-$1.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.27M |
| 2 |
T
Thomaspartners
Boston,
Massachusetts
|
+$2.83M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.79M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$700K |
| 5 |
Morgan Stanley
New York
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.81M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.96M |
| 4 |
Jane Street
New York
|
-$1.84M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$814K |
PFM Hedge Fund Activity: Q4 2015 in Review
47 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2015, worth a combined $85M — down 2% from $86.8M a quarter earlier.
Fund positioning in PFM was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.27M. The largest seller was Invesco, cutting an estimated $7.81M.
- 47 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $85M of Invesco Dividend Achievers ETF stock for Q4 2015, down 2% quarter-over-quarter.
- 6 funds opened new Invesco Dividend Achievers ETF positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2015 was LPL Financial, an estimated $3.27M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2015 was Invesco, an estimated $7.81M sold.
Based on aggregated 13F filings for Q4 2015.