Invesco Dividend Achievers ETF
PFM
125 hedge funds and large institutions have $346M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 9 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 34
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
3% more capital invested
Capital invested by funds: $335M → $346M (+$11.4M)
0% more funds holding
Funds holding: 125 → 125 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.75% less ownership
Funds ownership: 55.72% → 54.97% (-0.75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$3.99M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.41M |
| 3 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$1.11M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$964K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$17.1M |
| 2 |
Morgan Stanley
New York
|
-$2.44M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.78M |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.76M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.49M |
PFM Hedge Fund Activity: Q4 2023 in Review
125 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2023, worth a combined $346M — up 3.4% from $335M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFM positions and 9 closed out — a net gain of 1 holder — while 47 added to existing stakes and 34 trimmed.
The largest buyer was Citigroup, opening a new position worth an estimated $3.99M. The largest seller was Atlas Private Wealth Advisors, cutting an estimated $17.1M.
- 125 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $346M of Invesco Dividend Achievers ETF stock for Q4 2023, up 3.4% quarter-over-quarter.
- 10 funds opened new Invesco Dividend Achievers ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q4 2023 was Citigroup, an estimated $3.99M added.
- The largest Invesco Dividend Achievers ETF seller in Q4 2023 was Atlas Private Wealth Advisors, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2023.