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Invesco Dividend Achievers ETF
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Overview Fund Activity

75 hedge funds and large institutions have $107M invested in Invesco Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$1.02M
2
Bank of America
2
Bank of America
North Carolina
$7.85M
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$868K
4
Wells Fargo
4
Wells Fargo
California
$5.76M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$1.46M
3
M&T Bank
3
M&T Bank
New York
$0
4
Invesco
4
Invesco
Georgia
$20.8M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$740K – – –
Bank of New York Mellon
27
Bank of New York Mellon
New York
$608K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$600K -$20.1K -654 -3%
Goldman Sachs
29
Goldman Sachs
New York
$600K – – –
CWM
30
Cornerstone Wealth Management
Missouri
$556K +$12.4K +402 +2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$541K +$19.3K +628 +4%
DBT
32
Dubuque Bank & Trust
Iowa
$491K – – –
RW
33
RVW Wealth
California
$489K – – –
CFA
34
Carroll Financial Associates
North Carolina
$489K +$28.3K +920 +6%
AG
35
Advisor Group
Arizona
$478K +$130K +4,225 +37%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$443K – – –
OWD
37
Osborn Williams & Donohoe
Ohio
$432K +$9.69K +315 +2%
NA
38
NewEdge Advisors
Louisiana
$417K -$9.6K -313 -2%
CBT
39
Capital Bank & Trust
California
$415K – – –
SFSIG
40
San Francisco Sentry Investment Group
California
$371K +$16K +522 +5%
CAN
41
Cetera Advisor Networks
California
$362K +$551 +18 +0.2%
Creative Planning
42
Creative Planning
Kansas
$348K – – –
First Manhattan
43
First Manhattan
New York
$343K -$16.1K -525 -4%
SC
44
Stratford Consulting
Texas
$310K +$676 +22 +0.2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$279K +$32.8K +1,066 +13%
Brown Advisory
46
Brown Advisory
Maryland
$270K – – –
NEGWA
47
New England Guild Wealth Advisors
Connecticut
$246K – – –
CA
48
Cetera Advisors
Colorado
$240K +$153 +5 +0.1%
WF
49
Welch & Forbes
Massachusetts
$208K – – –
APA
50
American Portfolios Advisors
New York
$141K -$17.3K -563 -11%
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