PFM icon

Invesco Dividend Achievers ETF

123 hedge funds and large institutions have $334M invested in Invesco Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
45
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$505K
Deutsche Bank
52
Deutsche Bank
Germany
$481K
BDFN
53
Bond & Devick Financial Network
Minnesota
$476K
ASN
54
Advisory Services Network
Georgia
$448K -$11.1K -304 -2%
Brown Advisory
55
Brown Advisory
Maryland
$445K -$24.1K -661 -5%
FHA
56
Flagship Harbor Advisors
Massachusetts
$442K +$31.7K +869 +8%
Charles Schwab
57
Charles Schwab
California
$427K -$383K -10,487 -47%
TFGT
58
TS Financial Group (TSFG)
Illinois
$423K +$803 +22 +0.2%
Goldman Sachs
59
Goldman Sachs
New York
$422K -$331K -9,072 -44%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$420K -$77.6K -2,125 -16%
CW
61
CreativeOne Wealth
Kansas
$393K -$1.24M -33,863 -76%
PTC
62
Private Trust Company
Ohio
$388K +$113K +3,099 +41%
TRCT
63
Tower Research Capital (TRC)
New York
$382K +$295K +8,082 +341%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$350K +$21.7K +594 +7%
GLA
65
Good Life Advisors
Pennsylvania
$343K -$11K -302 -3%
Creative Planning
66
Creative Planning
Kansas
$333K -$55.5K -1,520 -14%
Stifel Financial
67
Stifel Financial
Missouri
$327K +$20.9K +573 +7%
AWM
68
Aspire Wealth Management
Massachusetts
$311K +$621 +17 +0.2%
SWP
69
Stratos Wealth Partners
Ohio
$300K -$238K -6,517 -44%
BPA
70
Beacon Pointe Advisors
California
$297K +$297K +8,130 New
CWM
71
Connecticut Wealth Management
Connecticut
$293K
NA
72
NewEdge Advisors
Louisiana
$288K -$11.7K -320 -4%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$270K +$32.4K +885 +14%
CA
74
Cetera Advisors
Colorado
$261K
First Manhattan
75
First Manhattan
New York
$234K -$23.7K -650 -9%