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Invesco Dividend Achievers ETF
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Overview Fund Activity

94 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
LPL Financial
2
LPL Financial
California
$66.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.6M
4
SW
4
SteelPeak Wealth
California
$1.86M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$311K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.8M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.67M
4
Bank of America
4
Bank of America
North Carolina
$12M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$345K +$41K +1,246 +13%
Creative Planning
52
Creative Planning
Kansas
$345K -$362K -11,000 -51%
AWM
53
AE Wealth Management
Kansas
$328K +$328K +9,974 New
SS
54
Simplicity Solutions
Minnesota
$326K +$326K +9,911 New
Goldman Sachs
55
Goldman Sachs
New York
$314K -$329K -10,000 -51%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$311K -$1.57M -47,855 -83%
SFSIG
57
San Francisco Sentry Investment Group
California
$306K +$624 +19 +0.2%
CAMG
58
CWA Asset Management Group
Florida
$291K -$34.8K -1,060 -11%
SWP
59
Stratos Wealth Partners
Ohio
$285K +$285K +8,680 New
KA
60
Kovack Advisors
Florida
$282K -$24.3K -739 -8%
RA
61
Rodgers & Associates
Pennsylvania
$278K +$278K +8,467 New
NEGWA
62
New England Guild Wealth Advisors
Connecticut
$264K – – –
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$258K +$258K +7,836 New
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$239K -$8.24K -250 -3%
WF
65
Welch & Forbes
Massachusetts
$239K – – –
CAN
66
Cetera Advisor Networks
California
$238K +$526 +16 +0.2%
LWAC
67
Laurel Wealth Advisors (California)
California
$236K – – –
First Manhattan
68
First Manhattan
New York
$231K – – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$229K +$33 +1 +0%
DAS
70
Dynamic Advisor Solutions
Arizona
$206K +$206K +6,270 New
EFS
71
Essex Financial Services
Connecticut
$201K +$201K +6,100 New
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$147K +$130K +3,950 +767%
AFS
73
Annapolis Financial Services
Maryland
$132K +$132K +4,000 New
NFG
74
Next Financial Group
Texas
$124K – – –
HNB
75
Huntington National Bank
Ohio
$87K -$65K – –
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3
4 5