PFM icon

Invesco Dividend Achievers ETF

105 hedge funds and large institutions have $296M invested in Invesco Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+11
Holders Change %
+11.7%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
29
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$980K
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$931K +$11.5K +333 +1%
CFG
28
Citizens Financial Group
Rhode Island
$923K +$4.29K +124 +0.5%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$910K
WA
30
WBH Advisory
Maryland
$855K -$66.1K -1,910 -7%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$844K -$5.04M -145,683 -86%
EWA
32
EP Wealth Advisors
California
$825K +$825K +23,848 New
Deutsche Bank
33
Deutsche Bank
Germany
$795K -$50.1K -1,450 -6%
HighTower Advisors
34
HighTower Advisors
Illinois
$751K -$5.33K -154 -0.7%
AIP
35
Almanack Investment Partners
Pennsylvania
$726K +$726K +20,980 New
CW
36
CreativeOne Wealth
Kansas
$695K +$36.4K +1,053 +6%
CFA
37
Carroll Financial Associates
North Carolina
$685K -$8.96K -259 -1%
EH
38
Equitable Holdings
New York
$669K +$3.36K +97 +0.5%
GA
39
GoalVest Advisory
New York
$666K -$2M -57,726 -75%
SW
40
SteelPeak Wealth
California
$582K -$1.38M -39,750 -70%
QCM
41
Quest Capital Management
Texas
$553K -$103K -2,982 -16%
DBT
42
Dubuque Bank & Trust
Iowa
$553K
BDFN
43
Bond & Devick Financial Network
Minnesota
$522K +$522K +15,100 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$503K -$35 -1 -0%
CBT
45
Capital Bank & Trust
California
$469K +$2.35K +68 +0.5%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$452K
ASN
47
Advisory Services Network
Georgia
$426K -$19.9K -575 -4%
KWM
48
Kingsview Wealth Management
Oregon
$413K +$413K +11,869 New
EP
49
Eudaimonia Partners
Tennessee
$405K -$6.32K -183 -2%
VWA
50
V Wealth Advisors
Kansas
$395K -$932K -26,960 -70%