Invesco Dividend Achievers ETF
PFM
85 hedge funds and large institutions have $190M invested in Invesco Dividend Achievers ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
42% more capital invested
Capital invested by funds: $134M → $190M (+$55.7M)
23% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 22
6% more funds holding
Funds holding: 80 → 85 (+5)
6.21% more ownership
Funds ownership: 40.42% → 46.63% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$30.4M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$6.98M |
| 3 |
Morgan Stanley
New York
|
+$5.12M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.1M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$988K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$897K |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$854K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$851K |
PFM Hedge Fund Activity: Q3 2020 in Review
85 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2020, worth a combined $190M — up 42% from $134M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PFM positions and 8 closed out — a net gain of 5 holders — while 27 added to existing stakes and 22 trimmed.
The largest buyer was LPL Financial, adding an estimated $30.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.04M sold.
- 85 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2020, up from 80 in Q2 2020.
- Funds reported $190M of Invesco Dividend Achievers ETF stock for Q3 2020, up 42% quarter-over-quarter.
- 13 funds opened new Invesco Dividend Achievers ETF positions in Q3 2020 and 8 closed out, a net change of +5 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2020 was LPL Financial, an estimated $30.4M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2020 was Citadel Advisors, an estimated $1.04M sold.
Based on aggregated 13F filings for Q3 2020.