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Invesco Dividend Achievers ETF
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Overview Fund Activity

120 hedge funds and large institutions have $415M invested in Invesco Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
42
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$11.7M
2
HWM
Horizon Wealth Management
Illinois
$5.78M
3
FFN
Focus Financial Network
Minnesota
$3.35M
4
Morgan Stanley
Morgan Stanley
New York
$33.1M
5
MIAN
Mariner Independent Advisor Network
Kansas
$9.91M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$46.1M
2
AAS
Avantax Advisory Services
Texas
$894K
3
LPL Financial
LPL Financial
California
$121M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$18M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
26
Capital Advisory Group Advisory Services
Minnesota
$1.8M +$33.9K +881 +2%
KWM
27
Kingsview Wealth Management
Oregon
$1.78M -$17.2K -448 -1%
GM
28
GeoWealth Management
Illinois
$1.75M +$598K +15,560 +52%
IFWM
29
Institute for Wealth Management
Colorado
$1.57M – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.4M +$173K +4,508 +14%
EA
31
Eudaimonia Advisors
Tennessee
$1.33M +$12.2K +317 +0.9%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.22M +$28.2K +734 +2%
EH
33
Equitable Holdings
New York
$1.2M -$177K -4,602 -13%
CW
34
CreativeOne Wealth
Kansas
$1.19M +$10.3K +267 +0.9%
Goldman Sachs
35
Goldman Sachs
New York
$1.14M +$1.14M +29,598 New
Charles Schwab
36
Charles Schwab
California
$1.12M -$73.9K -1,922 -6%
CAN
37
Cetera Advisor Networks
California
$1.09M +$171K +4,455 +19%
SWA
38
Strategies Wealth Advisors
Michigan
$922K +$4.35K +113 +0.5%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$918K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$918K +$34.4K +891 +4%
EWA
41
EP Wealth Advisors
California
$917K – – –
AAS
42
Avantax Advisory Services
Texas
$894K -$5.66M -147,190 -86%
Deutsche Bank
43
Deutsche Bank
Germany
$893K +$8.04K +209 +0.9%
MML Investors Services
44
MML Investors Services
Massachusetts
$795K +$76.5K +1,989 +11%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$766K -$169K -4,344 -18%
WA
46
WBH Advisory
Maryland
$680K -$3.91K -103 -0.6%
SW
47
SteelPeak Wealth
California
$677K – – –
FHA
48
Flagship Harbor Advisors
Massachusetts
$646K +$223K +5,796 +53%
IWC
49
Integrated Wealth Concepts
Massachusetts
$644K -$114K -2,964 -15%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$619K +$619K +16,105 New
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