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Invesco Dividend Achievers ETF
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Overview Fund Activity

45 hedge funds and large institutions have $129M invested in Invesco Dividend Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.12M
2
Bank of America
2
Bank of America
North Carolina
$7.4M
3
BTS
3
BB&T Securities
Virginia
$2.43M
4
T
4
Thomaspartners
Massachusetts
$2.39M
5
Wells Fargo
5
Wells Fargo
California
$3.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$62.9M
2
CS
2
Credit Suisse
Switzerland
$0
3
CFA
3
Carroll Financial Associates
North Carolina
$526K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$918K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$509K 23,448 +2,684 +13%
SC
27
Stratford Consulting
Texas
$434K 20,001 -1,461 -7%
M&T Bank
28
M&T Bank
New York
$434K 20,000 – –
FAAS
29
First Allied Advisory Services
California
$377K 17,355 +17,355 New
DBT
30
Dubuque Bank & Trust
Iowa
$347K 16,000 – –
CIBC World Market
31
CIBC World Market
Ontario, Canada
$336K 15,499 +2,887 +23%
HighTower Advisors
32
HighTower Advisors
Illinois
$305K 14,040 +340 +2%
Creative Planning
33
Creative Planning
Kansas
$277K 12,788 – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$259K 11,945 +2,845 +31%
NPC
35
National Planning Corporation
California
$96.5K 4,502 +4,502 New
RCG
36
Ruggie Capital Group
Florida
$92K 4,295 +4,295 New
PG
37
Patten Group
Tennessee
$31K 1,425 +1,425 New
HCM
38
Highlander Capital Management
New Jersey
$23K 1,047 +1,047 New
US Bancorp
39
US Bancorp
Minnesota
$22K 1,000 -75 -7%
Citigroup
40
Citigroup
New York
$22K 1,000 – –
RIA
41
Regal Investment Advisors
Michigan
$15K 703 +53 +8%
WEC
42
Winslow Evans & Crocker
Massachusetts
$5.43K 250 – –
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3K 127 +1 +0.8%
BRWA
44
B. Riley Wealth Advisors
Florida
$20 900 +900 New
CS
45
Credit Suisse
Switzerland
– – -178,223 Closed
Mariner
46
Mariner
Kansas
– – -10,006 Closed
PAG
47
Private Advisor Group
New Jersey
– – -6,776 Closed
SF
48
Synovus Financial
Georgia
– – -700 Closed
NFG
49
Next Financial Group
Texas
– – -106 Closed
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
$0 1 +1 New
1
2