Invesco Dividend Achievers ETF
PFM
123 hedge funds and large institutions have $391M invested in Invesco Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 12 closing their positions.
6% more capital invested
Capital invested by funds: $369M → $391M (+$21.6M)
1.27% more ownership
Funds ownership: 56.87% → 58.15% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
2% less funds holding
Funds holding: 125 → 123 (-2)
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$17.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.35M |
| 3 |
Rockefeller Capital Management
New York
|
+$3.99M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$2.71M |
| 5 |
Jane Street
New York
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.07M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.29M |
| 3 |
Mariner
Overland Park,
Kansas
|
-$6.02M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$3.99M |
| 5 |
CL
Choreo LLC
Rockford,
Illinois
|
-$3.23M |
PFM Hedge Fund Activity: Q2 2023 in Review
123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2023, worth a combined $391M — up 5.8% from $369M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PFM and 11 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 36 added.
The largest buyer was Atlas Private Wealth Advisors, adding an estimated $17.1M. The largest seller was Morgan Stanley, cutting an estimated $7.07M.
- 123 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2023, down from 125 in Q1 2023.
- Funds reported $391M of Invesco Dividend Achievers ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
- 11 funds opened new Invesco Dividend Achievers ETF positions in Q2 2023 and 12 closed out, a net change of -1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2023 was Atlas Private Wealth Advisors, an estimated $17.1M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2023 was Morgan Stanley, an estimated $7.07M sold.
Based on aggregated 13F filings for Q2 2023.