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Invesco Dividend Achievers ETF
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Overview Fund Activity

126 hedge funds and large institutions have $351M invested in Invesco Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
43
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$35.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$3.35M
3
WA
3
Waverly Advisors
Alabama
$2.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.01M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.9M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$3.89M
3
Citigroup
3
Citigroup
New York
$127K
4
UBS Group
4
UBS Group
Switzerland
$0
5
LPL Financial
5
LPL Financial
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$2.19M -$17.2K -404 -0.8%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$2.05M +$33.4K +784 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.01M +$2.01M +47,297 New
SPIA
29
Steward Partners Investment Advisory
New York
$1.88M +$81.8K +1,921 +5%
EA
30
Eudaimonia Advisors
Tennessee
$1.84M +$173K +4,063 +10%
KAS
31
Kestra Advisory Services
Texas
$1.73M -$31.3K -735 -2%
IFWM
32
Institute for Wealth Management
Colorado
$1.72M – – –
MCM
33
MAI Capital Management
Ohio
$1.67M -$158K -3,719 -9%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.63M -$54K -1,266 -3%
CAN
35
Cetera Advisor Networks
California
$1.61M +$106K +2,481 +7%
AAS
36
Avantax Advisory Services
Texas
$1.47M +$230K +5,398 +18%
PAG
37
Private Advisor Group
New Jersey
$1.41M +$9.41K +221 +0.7%
JWCA
38
J.W. Cole Advisors
Florida
$1.36M +$1.36M +31,956 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.31M -$122K -2,868 -9%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.14M +$253K +5,943 +29%
SWA
41
Strategies Wealth Advisors
Michigan
$995K +$681 +16 +0.1%
FPCP
42
Fort Point Capital Partners
California
$978K +$809 +19 +0.1%
CIAS
43
CFS Investment Advisory Services
New Jersey
$833K +$22.9K +537 +3%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$793K -$414K -9,715 -34%
FHA
45
Flagship Harbor Advisors
Massachusetts
$754K +$22.6K +530 +3%
SW
46
SteelPeak Wealth
California
$736K -$521K -12,227 -41%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$715K +$13.6K +318 +2%
HB
48
HTLF Bank
Colorado
$681K – – –
Bank of New York Mellon
49
Bank of New York Mellon
New York
$596K -$85 -2 -0%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$587K – – –
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