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Invesco Dividend Achievers ETF
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Overview Fund Activity

123 hedge funds and large institutions have $372M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
47
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.8M
2
Citigroup
2
Citigroup
New York
$4.22M
3
CW
3
CreativeOne Wealth
Kansas
$1.92M
4
SW
4
SteelPeak Wealth
California
$1.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$19.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.89M
3
GSEP
3
Golden State Equity Partners
California
$0
4
AAS
4
Avantax Advisory Services
Texas
$1.17M
5
LPL Financial
5
LPL Financial
California
$95.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$1.92M +$1.49M +37,292 +346%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$1.89M -$79.7K -1,998 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.84M +$177K +4,441 +11%
MCM
29
MAI Capital Management
Ohio
$1.71M -$390K -9,770 -19%
SPIA
30
Steward Partners Investment Advisory
New York
$1.68M +$32.6K +818 +2%
KAS
31
Kestra Advisory Services
Texas
$1.65M -$76.1K -1,907 -4%
IFWM
32
Institute for Wealth Management
Colorado
$1.61M -$5.19K -130 -0.3%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.57M +$169K +4,233 +12%
EA
34
Eudaimonia Advisors
Tennessee
$1.56M +$199 +5 +0%
CAN
35
Cetera Advisor Networks
California
$1.41M +$78.3K +1,964 +6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.34M -$168K -4,200 -11%
PAG
37
Private Advisor Group
New Jersey
$1.31M +$203K +5,092 +18%
SW
38
SteelPeak Wealth
California
$1.18M +$1.18M +29,510 New
AAS
39
Avantax Advisory Services
Texas
$1.17M -$1.58M -39,497 -57%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$1.13M +$565K +14,170 +100%
SWA
41
Strategies Wealth Advisors
Michigan
$932K -$21.2K -532 -2%
FPCP
42
Fort Point Capital Partners
California
$916K +$917 +23 +0.1%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$831K +$268K +6,723 +48%
CIAS
44
CFS Investment Advisory Services
New Jersey
$759K +$197K +4,933 +35%
FHA
45
Flagship Harbor Advisors
Massachusetts
$685K +$202K +5,075 +42%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$658K +$2.16K +54 +0.3%
SWP
47
Stratos Wealth Partners
Ohio
$646K +$319K +8,002 +98%
HB
48
HTLF Bank
Colorado
$638K +$638K +16,000 New
WA
49
WBH Advisory
Maryland
$568K -$18.6K -466 -3%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$559K -$80 -2 -0%
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