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Invesco Dividend Achievers ETF
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Overview Fund Activity

126 hedge funds and large institutions have $351M invested in Invesco Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
43
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$35.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$3.35M
3
WA
3
Waverly Advisors
Alabama
$2.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.01M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.9M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$3.89M
3
Citigroup
3
Citigroup
New York
$127K
4
UBS Group
4
UBS Group
Switzerland
$0
5
LPL Financial
5
LPL Financial
California
$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
WBH Advisory
Maryland
$580K -$25.6K -601 -4%
BDFN
52
Bond & Devick Financial Network
Minnesota
$577K – – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$558K -$15.9K -373 -3%
Deutsche Bank
54
Deutsche Bank
Germany
$550K – – –
Brown Advisory
55
Brown Advisory
Maryland
$519K – – –
ASN
56
Advisory Services Network
Georgia
$512K -$7.37K -173 -1%
Stifel Financial
57
Stifel Financial
Missouri
$448K +$90.6K +2,129 +25%
EWA
58
EP Wealth Advisors
California
$448K -$15.3K -360 -3%
Charles Schwab
59
Charles Schwab
California
$428K -$21.4K -502 -5%
ACA
60
Aptus Capital Advisors
Alabama
$427K +$261K +6,120 +156%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$420K -$170K -3,993 -29%
NA
62
NewEdge Advisors
Louisiana
$408K -$7.49K -176 -2%
CA
63
Cetera Advisors
Colorado
$389K +$89.6K +2,104 +30%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$388K +$32.5K +763 +9%
Creative Planning
65
Creative Planning
Kansas
$386K -$2.64K -62 -0.7%
RWM
66
Revisor Wealth Management
Ohio
$385K +$385K +9,328 New
AWM
67
Aspire Wealth Management
Massachusetts
$363K +$553 +13 +0.2%
UAG
68
United Advisor Group
Ohio
$355K – – –
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$354K +$43 +1 +0%
KFI
70
Key Financial Inc
Pennsylvania
$344K – – –
CWM
71
Connecticut Wealth Management
Connecticut
$342K – – –
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$334K +$55.3K +1,299 +20%
IWC
73
Integrated Wealth Concepts
Massachusetts
$333K +$16.4K +385 +5%
SPIS
74
Steward Partners Investment Solutions
Oregon
$316K +$8.34K +196 +3%
GLA
75
Good Life Advisors
Pennsylvania
$310K -$64.5K -1,515 -17%
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3
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