Invesco Dividend Achievers ETF
PFM
119 hedge funds and large institutions have $347M invested in Invesco Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 12 closing their positions.
113% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 23
0.05% more ownership
Funds ownership: 53.26% → 53.31% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $352M → $347M (-$5.37M)
7% less funds holding
Funds holding: 128 → 119 (-9)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$17.9M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.81M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.75M |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$2.03M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.59M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$608K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$590K |
| 5 |
RWM
Revisor Wealth Management
Akron,
Ohio
|
-$385K |
PFM Hedge Fund Activity: Q2 2024 in Review
119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2024, worth a combined $347M — down 1.5% from $352M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PFM and 8 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 49 added.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $17.9M. The largest seller was LPL Financial, cutting an estimated $12.2M.
- 119 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2024, down from 128 in Q1 2024.
- Funds reported $347M of Invesco Dividend Achievers ETF stock for Q2 2024, down 1.5% quarter-over-quarter.
- 8 funds opened new Invesco Dividend Achievers ETF positions in Q2 2024 and 12 closed out, a net change of -4 holders.
- The largest Invesco Dividend Achievers ETF buyer in Q2 2024 was Clearstead Advisors, an estimated $17.9M added.
- The largest Invesco Dividend Achievers ETF seller in Q2 2024 was LPL Financial, an estimated $12.2M sold.
Based on aggregated 13F filings for Q2 2024.