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Invesco Dividend Achievers ETF
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Overview Fund Activity

66 hedge funds and large institutions have $102M invested in Invesco Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
22
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$14.4M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$7.97M
3
Bank of America
3
Bank of America
North Carolina
$8.73M
4
Wells Fargo
4
Wells Fargo
California
$6.94M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$14.3M
3
SW
3
SteelPeak Wealth
California
$0
4
CSIA
4
Charles Schwab Investment Advisory
California
$0
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
51
Pacific Center for Financial Services
California
$41K -$60.7K -2,480 -60%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.4K – – –
CIAS
53
Capital Investment Advisory Services
North Carolina
$36K – – –
HNB
54
Huntington National Bank
Ohio
$33K -$41K – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$33K +$33K +1,324 New
GWM
56
Geneos Wealth Management
Colorado
$31K – – –
FHA
57
Flagship Harbor Advisors
Massachusetts
$29K +$29K +1,191 New
SSB
58
Sandy Spring Bank
Maryland
$23K – – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$23K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$22K – – –
CAN
61
Claraphi Advisory Network
United States
$22K +$22K +900 New
GSC
62
G&S Capital
Colorado
$19K +$19K +800 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$13K -$20.2K -800 -61%
US Bancorp
64
US Bancorp
Minnesota
$9K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$8K – – –
SFG
66
Sowa Financial Group
Rhode Island
$3K – – –
WA
67
WBH Advisory
Maryland
$705 -$8 -332 -1%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
– -$3.58M -116,517 Closed
SW
69
SteelPeak Wealth
California
– -$1.27M -41,450 Closed
CSIA
70
Charles Schwab Investment Advisory
California
– -$1.22M -39,655 Closed
CWM
71
Cornerstone Wealth Management
Missouri
– -$556K -18,089 Closed
RW
72
RVW Wealth
California
– -$489K -15,920 Closed
OWD
73
Osborn Williams & Donohoe
Ohio
– -$432K -14,051 Closed
Brown Advisory
74
Brown Advisory
Maryland
– -$270K -8,797 Closed
NEGWA
75
New England Guild Wealth Advisors
Connecticut
– -$246K -8,025 Closed
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