Invesco Dividend Achievers ETF
PFM
59 hedge funds and large institutions have $101M invested in Invesco Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% less capital invested
Capital invested by funds: $103M → $101M (-$2.23M)
2% less funds holding
Funds holding: 60 → 59 (-1)
4.67% less ownership
Funds ownership: 33.39% → 28.72% (-4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$808K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$706K |
| 4 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
+$431K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$23.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.08M |
| 3 |
Jane Street
New York
|
-$867K |
| 4 |
Morgan Stanley
New York
|
-$651K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$290K |
PFM Hedge Fund Activity: Q3 2018 in Review
59 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2018, worth a combined $101M — down 2.2% from $103M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFM positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.66M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $23.4M sold.
- 59 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2018, down from 60 in Q2 2018.
- Funds reported $101M of Invesco Dividend Achievers ETF stock for Q3 2018, down 2.2% quarter-over-quarter.
- 8 funds opened new Invesco Dividend Achievers ETF positions in Q3 2018 and 7 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.66M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $23.4M sold.
Based on aggregated 13F filings for Q3 2018.