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Invesco Dividend Achievers ETF
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Overview Fund Activity

123 hedge funds and large institutions have $404M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
41
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.1M
3
AIA
3
Arrow Investment Advisors
Maryland
$3.84M
4
DWA
4
Dorsey Wright & Associates
California
$2.33M
5
KWA
5
Kingswood Wealth Advisors
California
$2.1M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.19M
2
KAS
2
Kestra Advisory Services
Texas
$597K
3
Bank of America
3
Bank of America
North Carolina
$12.6M
4
FAM
4
Flaharty Asset Management
Florida
$38.2M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$2.75M +$92 +2 +0%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.73M +$49.1K +1,054 +2%
WA
28
Waverly Advisors
Alabama
$2.61M -$16.3K -351 -0.6%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$2.45M +$154K +3,316 +7%
EH
30
Equitable Holdings
New York
$2.4M -$4.33K -93 -0.2%
DWA
31
Dorsey Wright & Associates
California
$2.33M +$2.33M +50,029 New
Osaic Holdings
32
Osaic Holdings
Arizona
$2.32M +$101K +2,170 +5%
KWA
33
Kingswood Wealth Advisors
California
$2.1M +$2.1M +45,124 New
SPIA
34
Steward Partners Investment Advisory
New York
$1.97M +$15.4K +330 +0.8%
EAM
35
Everstar Asset Management
North Carolina
$1.93M +$1.93M +41,453 New
IFWM
36
Institute for Wealth Management
Colorado
$1.88M – – –
MCM
37
MAI Capital Management
Ohio
$1.8M -$22.9K -492 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.78M +$359K +7,712 +25%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.75M -$15.4K -331 -0.9%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$1.71M +$188K +4,036 +12%
AAS
41
Avantax Advisory Services
Texas
$1.69M +$14.9K +320 +0.9%
JWCA
42
J.W. Cole Advisors
Florida
$1.5M -$35.9K -771 -2%
PAG
43
Private Advisor Group
New Jersey
$1.49M -$3.03K -65 -0.2%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$1.23M +$802K +17,316 +185%
SWA
45
Strategies Wealth Advisors
Michigan
$1.09M +$652 +14 +0.1%
FPCP
46
Fort Point Capital Partners
California
$1.06M -$6.66K -143 -0.6%
Stifel Financial
47
Stifel Financial
Missouri
$943K +$437K +9,387 +86%
IWC
48
Integrated Wealth Concepts
Massachusetts
$929K -$24.8K -533 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$925K +$347K +7,444 +60%
FHA
50
Flagship Harbor Advisors
Massachusetts
$859K +$859K +18,455 New
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