Invesco Dividend Achievers ETF
PFM
68 hedge funds and large institutions have $98.3M invested in Invesco Dividend Achievers ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $93M → $98.3M (+$5.33M)
1% more funds holding
Funds holding: 67 → 68 (+1)
0.82% more ownership
Funds ownership: 31.1% → 31.93% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.71M |
| 2 |
Morgan Stanley
New York
|
+$931K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$594K |
| 4 |
LPL Financial
San Diego,
California
|
+$475K |
| 5 |
RW
RVW Wealth
Los Angeles,
California
|
+$464K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$800K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
-$774K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$297K |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$256K |
PFM Hedge Fund Activity: Q3 2019 in Review
68 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2019, worth a combined $98.3M — up 5.7% from $93M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PFM positions and 7 closed out — a net gain of 1 holder — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $2.71M. The largest seller was Invesco, cutting an estimated $1.4M.
- 68 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2019, up from 67 in Q2 2019.
- Funds reported $98.3M of Invesco Dividend Achievers ETF stock for Q3 2019, up 5.7% quarter-over-quarter.
- 8 funds opened new Invesco Dividend Achievers ETF positions in Q3 2019 and 7 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2019 was Raymond James Financial Services Advisors, an estimated $2.71M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2019 was Invesco, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2019.