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Invesco Dividend Achievers ETF
PFM

Overview Fund Activity

66 hedge funds and large institutions have $85.6M invested in Invesco Dividend Achievers ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
66
Holders Change
+6
Holders Change %
+10%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GW
1
GW & Wade
Massachusetts
$301K
2
VKH
2
Virtu KCG Holdings
New York
$272K
3
IWA
3
IBEX Wealth Advisors
New Jersey
$255K
4
AIP
4
Ahrens Investment Partners
Louisiana
$200K
5
LPL Financial
5
LPL Financial
California
$3.16M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$565K
2
Invesco
2
Invesco
Georgia
$28.2M
3
CWM
3
Concert Wealth Management
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$5.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
M&T Bank
26
M&T Bank
New York
$482K 20,000 – –
DBT
27
Dubuque Bank & Trust
Iowa
$386K 16,000 – –
Koshinski Asset Management
28
Koshinski Asset Management
Illinois
$357K 14,820 – –
EWA
29
Exencial Wealth Advisors
Oklahoma
$351K 14,567 – –
Goldman Sachs
30
Goldman Sachs
New York
$329K 13,643 -4,400 -24%
First Manhattan
31
First Manhattan
New York
$314K 13,050 -350 -3%
GW
32
GW & Wade
Massachusetts
$301K 12,473 +12,473 New
Creative Planning
33
Creative Planning
Kansas
$285K 11,833 +3 +0%
CCM
34
Catawba Capital Management
Virginia
$279K 11,580 +1,000 +9%
Mariner
35
Mariner
Kansas
$277K 11,465 -19,010 -62%
AIA
36
Allegis Investment Advisors
Idaho
$273K 11,314 +797 +8%
VKH
37
Virtu KCG Holdings
New York
$272K 11,286 +11,286 New
IWA
38
IBEX Wealth Advisors
New Jersey
$255K 9,417 +9,417 New
SC
39
Stratford Consulting
Texas
$254K 10,530 -324 -3%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$252K 10,443 -265 -2%
CAN
41
Cetera Advisor Networks
California
$233K 9,689 -987 -9%
NA
42
NewEdge Advisors
Louisiana
$231K 9,617 +259 +3%
Brown Advisory
43
Brown Advisory
Maryland
$221K 9,182 – –
AIP
44
Ahrens Investment Partners
Louisiana
$200K 8,300 +8,300 New
AG
45
Advisor Group
Arizona
$175K 7,219 +1,190 +20%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$165K 6,861 +7 +0.1%
SG Americas Securities
47
SG Americas Securities
New York
$145K 6,001 +6,001 New
PCFFS
48
Pacific Center for Financial Services
California
$100K 4,154 – –
SFSIG
49
San Francisco Sentry Investment Group
California
$99K 4,100 +4,100 New
WB
50
Webster Bank
Connecticut
$94K 3,909 -10 -0.3%
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