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Invesco Dividend Achievers ETF
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Overview Fund Activity

120 hedge funds and large institutions have $415M invested in Invesco Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+6
Holders Change %
+5.26%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
42
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$11.7M
2
HWM
Horizon Wealth Management
Illinois
$5.78M
3
FFN
Focus Financial Network
Minnesota
$3.35M
4
Morgan Stanley
Morgan Stanley
New York
$33.1M
5
MIAN
Mariner Independent Advisor Network
Kansas
$9.91M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$46.1M
2
AAS
Avantax Advisory Services
Texas
$894K
3
LPL Financial
LPL Financial
California
$121M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$18M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
51
Dubuque Bank & Trust
Iowa
$615K – – –
BDFN
52
Bond & Devick Financial Network
Minnesota
$601K – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$559K -$38 -1 -0%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$512K – – –
IA
55
Insight Advisors
Pennsylvania
$504K -$125K -3,236 -20%
ASN
56
Advisory Services Network
Georgia
$489K +$6.11K +159 +1%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$486K +$486K +12,654 New
FPCP
58
Fort Point Capital Partners
California
$468K +$60.1K +1,562 +15%
APA
59
American Portfolios Advisors
New York
$459K +$9.73K +253 +2%
GA
60
GoalVest Advisory
New York
$455K +$455K +11,844 New
TFGT
61
TS Financial Group (TSFG)
Illinois
$452K +$8.46K +220 +2%
GVAG
62
Great Valley Advisor Group
Delaware
$436K -$18.9K -492 -4%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$427K -$15K -391 -3%
EP
64
Eudaimonia Partners
Tennessee
$420K +$420K +10,935 New
KAS
65
Kestra Advisory Services
Texas
$410K -$1.36M -35,363 -77%
SWP
66
Stratos Wealth Partners
Ohio
$409K +$3.92K +102 +1%
Creative Planning
67
Creative Planning
Kansas
$407K +$730 +19 +0.2%
Ameriprise
68
Ameriprise
Minnesota
$369K +$369K +9,606 New
IWA
69
IBEX Wealth Advisors
New Jersey
$342K +$1.23K +32 +0.4%
AWM
70
Aspire Wealth Management
Massachusetts
$322K +$691 +18 +0.2%
5L
71
55I LLC
Massachusetts
$311K +$311K +8,086 New
NEGWA
72
New England Guild Wealth Advisors
Connecticut
$309K – – –
RA
73
Rodgers & Associates
Pennsylvania
$309K – – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$299K +$38 +1 +0%
TRCT
75
Tower Research Capital (TRC)
New York
$298K -$54.6K -1,418 -15%
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