PFM icon

Invesco Dividend Achievers ETF
PFM

Overview Fund Activity

66 hedge funds and large institutions have $102M invested in Invesco Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$14.4M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.97M
3
Bank of America
3
Bank of America
North Carolina
$8.73M
4
Wells Fargo
4
Wells Fargo
California
$6.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$14.3M
3
SW
3
SteelPeak Wealth
California
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
26
Quest Capital Management
Texas
$525K -$225K -9,135 -30%
CFG
27
Citizens Financial Group
Rhode Island
$517K -$143K -5,811 -22%
Goldman Sachs
28
Goldman Sachs
New York
$482K – – –
Creative Planning
29
Creative Planning
Kansas
$469K +$190K +7,704 +68%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$464K -$24.6K -999 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$439K -$42.6K -1,728 -9%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$414K -$20.7K -838 -5%
DBT
33
Dubuque Bank & Trust
Iowa
$394K – – –
CFA
34
Carroll Financial Associates
North Carolina
$380K -$12.3K -499 -3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$343K – – –
CBT
36
Capital Bank & Trust
California
$333K – – –
SFSIG
37
San Francisco Sentry Investment Group
California
$298K +$567 +23 +0.2%
RFC
38
Regions Financial Corp
Alabama
$277K +$277K +11,250 New
First Manhattan
39
First Manhattan
New York
$275K – – –
CAN
40
Cetera Advisor Networks
California
$274K -$17.7K -718 -6%
SC
41
Stratford Consulting
Texas
$249K +$665 +27 +0.3%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$227K +$3.89K +158 +2%
NA
43
NewEdge Advisors
Louisiana
$210K -$125K -5,065 -37%
APA
44
American Portfolios Advisors
New York
$134K +$21.3K +863 +19%
AP
45
Arlington Partners
Alabama
$103K +$103K +4,180 New
NFG
46
Next Financial Group
Texas
$93K – – –
AAMA
47
Advanced Asset Management Advisors
Ohio
$83K -$1.96K -79 -2%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$82K -$24.9K -1,006 -23%
WB
49
Webster Bank
Connecticut
$49K -$47.8K -1,922 -49%
AA
50
Advisory Alpha
Michigan
$46.6K -$9.31K -350 -17%
1
2
3 4