Invesco Dividend Achievers ETF
PFM
121 hedge funds and large institutions have $392M invested in Invesco Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 10 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 29
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1.13% more ownership
Funds ownership: 57.32% → 58.45% (+1.1%)
1% more funds holding
Funds holding: 120 → 121 (+1)
6% less capital invested
Capital invested by funds: $415M → $392M (-$23.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$8.82M |
| 3 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$6.39M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$2.01M |
| 5 |
BS
Banco Santander
Madrid,
Spain
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$10.1M |
| 2 |
HWM
Horizon Wealth Management
La Grange,
Illinois
|
-$5.78M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.66M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.91M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.78M |
PFM Hedge Fund Activity: Q2 2022 in Review
121 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2022, worth a combined $392M — down 5.6% from $415M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PFM positions and 10 closed out — a net gain of 1 holder — while 44 added to existing stakes and 29 trimmed.
The largest buyer was Bank of America, adding an estimated $29M. The largest seller was Good Life Advisors, cutting an estimated $10.1M.
- 121 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2022, up from 120 in Q1 2022.
- Funds reported $392M of Invesco Dividend Achievers ETF stock for Q2 2022, down 5.6% quarter-over-quarter.
- 11 funds opened new Invesco Dividend Achievers ETF positions in Q2 2022 and 10 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2022 was Bank of America, an estimated $29M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2022 was Good Life Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q2 2022.