Invesco Dividend Achievers ETF
PFM
PFM
117 hedge funds and large institutions have $346M invested in Invesco Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
8% less funds holding
Funds holding: 127 → 117 (-10)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
Holders
117
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$18.2M | |
| 2 | +$5.9M | |
| 3 | +$3.81M | |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$2.06M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$1.11M |
Top Sellers
| 1 | -$12.4M | |
| 2 | -$5.67M | |
| 3 | -$618K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$599K |
| 5 |
RWM
Revisor Wealth Management
Akron,
Ohio
|
-$385K |