Invesco Dividend Achievers ETF
PFM
95 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
89% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 18
36% more capital invested
Capital invested by funds: $190M → $258M (+$68.5M)
12% more funds holding
Funds holding: 85 → 95 (+10)
3.7% more ownership
Funds ownership: 46.63% → 50.33% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$23.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.28M |
| 3 |
Morgan Stanley
New York
|
+$5.71M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$1.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.52M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.22M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$959K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$436K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$364K |
PFM Hedge Fund Activity: Q4 2020 in Review
95 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2020, worth a combined $258M — up 36% from $190M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PFM positions and 9 closed out — a net gain of 10 holders — while 34 added to existing stakes and 18 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.52M.
- 95 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2020, up from 85 in Q3 2020.
- Funds reported $258M of Invesco Dividend Achievers ETF stock for Q4 2020, up 36% quarter-over-quarter.
- 19 funds opened new Invesco Dividend Achievers ETF positions in Q4 2020 and 9 closed out, a net change of +10 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2020 was Osaic Holdings, an estimated $23.5M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2020 was Northwestern Mutual Wealth Management, an estimated $1.52M sold.
Based on aggregated 13F filings for Q4 2020.