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Invesco Dividend Achievers ETF

123 hedge funds and large institutions have $404M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
41
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$846K +$29.1K +629 +4%
SW
52
SteelPeak Wealth
California
$805K
HB
53
HTLF Bank
Colorado
$745K
CIAS
54
CFS Investment Advisory Services
New Jersey
$726K -$135K -2,903 -16%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$660K
Bank of New York Mellon
56
Bank of New York Mellon
New York
$652K -$47 -1 -0%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$642K
BDFN
58
Bond & Devick Financial Network
Minnesota
$631K
SCTC
59
Sanibel Captiva Trust Company
Florida
$624K +$624K +13,408 New
Deutsche Bank
60
Deutsche Bank
Germany
$601K
KAS
61
Kestra Advisory Services
Texas
$597K -$989K -21,254 -62%
WA
62
WBH Advisory
Maryland
$572K -$3.31K -71 -0.6%
Brown Advisory
63
Brown Advisory
Maryland
$567K
HIM
64
Hanlon Investment Management
New Jersey
$560K +$560K +12,021 New
GLA
65
Good Life Advisors
Pennsylvania
$554K +$277K +5,955 +100%
ASN
66
Advisory Services Network
Georgia
$522K
EWA
67
EP Wealth Advisors
California
$489K
RL
68
Retireful LLC
Michigan
$461K +$461K +9,905 New
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$433K -$25.7K -552 -6%
Creative Planning
70
Creative Planning
Kansas
$429K -$4.19K -90 -1%
ACA
71
Aptus Capital Advisors
Alabama
$421K
NA
72
NewEdge Advisors
Louisiana
$406K -$57.6K -1,238 -12%
AWM
73
Aspire Wealth Management
Massachusetts
$399K +$559 +12 +0.1%
Charles Schwab
74
Charles Schwab
California
$392K -$39K -838 -9%
CWM
75
Connecticut Wealth Management
Connecticut
$374K