Invesco Dividend Achievers ETF
PFM
115 hedge funds and large institutions have $368M invested in Invesco Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 11 closing their positions.
205% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 19
1.98% more ownership
Funds ownership: 58.45% → 60.44% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 121 → 115 (-6)
6% less capital invested
Capital invested by funds: $391M → $368M (-$23.1M)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$13M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.2M |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$2.01M |
| 5 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.61M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$2.42M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.97M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.09M |
| 5 |
Citigroup
New York
|
-$1.05M |
PFM Hedge Fund Activity: Q3 2022 in Review
115 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2022, worth a combined $368M — down 5.9% from $391M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PFM and 6 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 58 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $13M. The largest seller was Bank of America, cutting an estimated $5.61M.
- 115 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2022, down from 121 in Q2 2022.
- Funds reported $368M of Invesco Dividend Achievers ETF stock for Q3 2022, down 5.9% quarter-over-quarter.
- 6 funds opened new Invesco Dividend Achievers ETF positions in Q3 2022 and 11 closed out, a net change of -5 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $13M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2022 was Bank of America, an estimated $5.61M sold.
Based on aggregated 13F filings for Q3 2022.