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Invesco Dividend Achievers ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.04B invested in Invesco Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
40
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$4.97M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.13M
3
SW
SteelPeak Wealth
California
$2.61M
4
Ameriprise
Ameriprise
Minnesota
$1.25M
5
MMA
Miracle Mile Advisors
California
$1.09M

Top Sellers

1
LPL Financial
LPL Financial
California
$73.2M
2
KWA
Kingswood Wealth Advisors
California
$0
3
SWP
Stratos Wealth Partners
Ohio
$3.96M
4
FAM
Flaharty Asset Management
Florida
$36.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$3.1M +$205K +4,473 +7%
MML Investors Services
27
MML Investors Services
Massachusetts
$2.89M +$196K +4,267 +7%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$2.85M +$98K +2,136 +4%
CW
29
CreativeOne Wealth
Kansas
$2.69M -$41.2K -898 -2%
SW
30
SteelPeak Wealth
California
$2.61M +$1.82M +39,664 +229%
CAGAS
31
Capital Advisory Group Advisory Services
Minnesota
$2.58M +$169K +3,692 +7%
NA
32
Nestegg Advisors
New York
$2.42M +$2.42M +50,907 New
WA
33
Waverly Advisors
Alabama
$2.33M -$244K -5,321 -9%
EH
34
Equitable Holdings
New York
$2.31M -$50.2K -1,095 -2%
DWA
35
Dorsey Wright & Associates
California
$2.27M -$22.8K -498 -1%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.21M -$73.7K -1,607 -3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.11M +$353K +7,707 +20%
SPIA
38
Steward Partners Investment Advisory
New York
$1.98M +$34.7K +756 +2%
EAM
39
Everstar Asset Management
North Carolina
$1.93M +$26K +568 +1%
IFWM
40
Institute for Wealth Management
Colorado
$1.85M -$8.26K -180 -0.4%
MCM
41
MAI Capital Management
Ohio
$1.78M +$3.76K +82 +0.2%
AAS
42
Avantax Advisory Services
Texas
$1.72M +$59.4K +1,296 +4%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.7M -$27.4K -597 -2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.64M -$50K -1,090 -3%
JWCA
45
J.W. Cole Advisors
Florida
$1.43M -$47.7K -1,041 -3%
PAG
46
Private Advisor Group
New Jersey
$1.35M -$122K -2,663 -8%
Ameriprise
47
Ameriprise
Minnesota
$1.25M +$1.25M +27,196 New
SWA
48
Strategies Wealth Advisors
Michigan
$1.12M +$668 +14 +0.1%
MMA
49
Miracle Mile Advisors
California
$1.09M +$1.09M +23,773 New
FPCP
50
Fort Point Capital Partners
California
$1.05M +$780 +17 +0.1%
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