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Invesco Dividend Achievers ETF
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Overview Fund Activity

71 hedge funds and large institutions have $113M invested in Invesco Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
16
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$14.2M
2
Wells Fargo
2
Wells Fargo
California
$14.8M
3
DWA
3
Dorsey Wright & Associates
California
$3.51M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.31M
5
IFWM
5
Institute for Wealth Management
Colorado
$1.08M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
Invesco
2
Invesco
Georgia
$20.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.29M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.59M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$527K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$98.9K +$148 +6 +0.2%
WB
52
Webster Bank
Connecticut
$96K – – –
IA
53
IFP Advisors
Florida
$75K +$4.24K +172 +6%
CIAS
54
Capital Investment Advisory Services
North Carolina
$54K +$54K +2,200 New
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K – – –
WANY
56
Wealthspire Advisors (New York)
New York
$35K +$35K +1,400 New
NFG
57
Next Financial Group
Texas
$33K +$33K +1,353 New
PG
58
Patten Group
Tennessee
$30K – – –
SSB
59
Sandy Spring Bank
Maryland
$23K +$23K +950 New
HCM
60
Highlander Capital Management
New Jersey
$13K -$13K -524 -50%
US Bancorp
61
US Bancorp
Minnesota
$12K -$6.32K -250 -34%
MSFP
62
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
BWA
63
BDO Wealth Advisors
Florida
$12K – – –
YWP
64
YorkBridge Wealth Partners
New York
$10K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$8K – – –
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$15.7K -626 -72%
SBL
67
Sargent Bickham Lagudis
Colorado
$3K +$3K +120 New
BlackRock
68
BlackRock
New York
$1K – – –
WA
69
WBH Advisory
Maryland
$724 -$37 -1,483 -5%
NA
70
NewEdge Advisors
Louisiana
$356 +$356 +14,421 New
NEGWA
71
New England Guild Wealth Advisors
Connecticut
– -$221K -8,025 Closed
LWAC
72
Laurel Wealth Advisors (California)
California
– -$212K -7,703 Closed
GP
73
Girard Partners
Pennsylvania
– -$203K -7,402 Closed
SWP
74
Stratos Wealth Partners
Ohio
– -$62K -2,245 Closed
PO
75
Private Ocean
California
– -$41K -1,500 Closed
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