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Invesco Dividend Achievers ETF
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Overview Fund Activity

116 hedge funds and large institutions have $345M invested in Invesco Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
47
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Clearstead Advisors
Ohio
$18.2M
2
RJA
2
Raymond James & Associates
Florida
$15.8M
3
UBS Group
3
UBS Group
Switzerland
$3.81M
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$5.96M
5
SWP
5
Stratos Wealth Partners
Ohio
$4.47M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$87.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.87M
3
Bank of America
3
Bank of America
North Carolina
$12.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.03M
5
RWM
5
Revisor Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.25M +$228K +5,336 +11%
EH
27
Equitable Holdings
New York
$2.2M +$5.25K +123 +0.2%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$2.11M +$51K +1,195 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.03M -$599K -14,040 -23%
SPIA
30
Steward Partners Investment Advisory
New York
$1.79M -$87.4K -2,048 -5%
IFWM
31
Institute for Wealth Management
Colorado
$1.73M – – –
MCM
32
MAI Capital Management
Ohio
$1.67M +$4.1K +96 +0.2%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.62M -$7.26K -170 -0.4%
AAS
34
Avantax Advisory Services
Texas
$1.53M +$55.5K +1,300 +4%
KAS
35
Kestra Advisory Services
Texas
$1.45M -$280K -6,565 -16%
JWCA
36
J.W. Cole Advisors
Florida
$1.4M +$40.4K +946 +3%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.4M +$256K +5,990 +22%
PAG
38
Private Advisor Group
New Jersey
$1.37M -$41.2K -966 -3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.3M -$5.2K -122 -0.4%
SWA
40
Strategies Wealth Advisors
Michigan
$998K +$683 +16 +0.1%
FPCP
41
Fort Point Capital Partners
California
$981K +$853 +20 +0.1%
IWC
42
Integrated Wealth Concepts
Massachusetts
$874K +$540K +12,648 +161%
CIAS
43
CFS Investment Advisory Services
New Jersey
$790K -$45.7K -1,070 -5%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$756K +$37.2K +869 +5%
SW
45
SteelPeak Wealth
California
$737K – – –
HB
46
HTLF Bank
Colorado
$683K – – –
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$609K -$191K -4,455 -24%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$598K – – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$598K +$37.9K +888 +7%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$589K – – –
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