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Invesco Dividend Achievers ETF
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Overview Fund Activity

94 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
LPL Financial
2
LPL Financial
California
$66.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.6M
4
SW
4
SteelPeak Wealth
California
$1.86M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$311K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.8M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.67M
4
Bank of America
4
Bank of America
North Carolina
$12M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
26
Hochman Cole Investment Advisors
Illinois
$1.33M +$1.33M +40,504 New
VWA
27
V Wealth Advisors
Kansas
$1.26M +$594K +18,085 +89%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$1.06M +$284K +8,638 +37%
IA
29
Insight Advisors
Pennsylvania
$1.06M +$1.06M +32,202 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$932K – – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$910K – – –
WA
32
WBH Advisory
Maryland
$885K -$59.3K -1,784 -6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$874K +$338K +10,265 +63%
CFG
34
Citizens Financial Group
Rhode Island
$873K +$1.25K +38 +0.1%
Deutsche Bank
35
Deutsche Bank
Germany
$804K – – –
NFG
36
NewFocus Financial Group
Washington
$784K -$51K -1,550 -6%
HighTower Advisors
37
HighTower Advisors
Illinois
$719K +$263K +7,983 +58%
CFA
38
Carroll Financial Associates
North Carolina
$659K +$1.77K +54 +0.3%
EH
39
Equitable Holdings
New York
$633K +$45.2K +1,375 +8%
CW
40
CreativeOne Wealth
Kansas
$626K +$58.6K +1,781 +10%
QCM
41
Quest Capital Management
Texas
$624K – – –
DBT
42
Dubuque Bank & Trust
Iowa
$526K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$478K +$33 +1 +0%
CBT
44
Capital Bank & Trust
California
$444K – – –
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$430K -$43.8K -1,330 -9%
ASN
46
Advisory Services Network
Georgia
$423K -$112K -3,411 -21%
PIA
47
Pinion Investment Advisors
Kansas
$418K +$49.2K +1,495 +13%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$401K +$122K +3,717 +44%
EP
49
Eudaimonia Partners
Tennessee
$391K +$170K +5,172 +77%
TFGT
50
TS Financial Group (TSFG)
Illinois
$374K +$658 +20 +0.2%
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