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Invesco Dividend Achievers ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.04B invested in Invesco Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
40
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$4.97M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.13M
3
SW
SteelPeak Wealth
California
$2.61M
4
Ameriprise
Ameriprise
Minnesota
$1.25M
5
MMA
Miracle Mile Advisors
California
$1.09M

Top Sellers

1
LPL Financial
LPL Financial
California
$73.2M
2
KWA
Kingswood Wealth Advisors
California
$0
3
SWP
Stratos Wealth Partners
Ohio
$3.96M
4
FAM
Flaharty Asset Management
Florida
$36.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$924K -$4.68K -102 -0.5%
IWC
52
Integrated Wealth Concepts
Massachusetts
$891K -$23.6K -515 -3%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$865K +$27.8K +606 +3%
FHA
54
Flagship Harbor Advisors
Massachusetts
$834K -$12.1K -264 -1%
CIAS
55
CFS Investment Advisory Services
New Jersey
$788K +$72.1K +1,571 +10%
HCM
56
Hilton Capital Management
New York
$785K +$785K +17,125 New
HB
57
HTLF Bank
Colorado
$734K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$633K – – –
Bank of New York Mellon
59
Bank of New York Mellon
New York
$633K -$9.81K -214 -2%
BDFN
60
Bond & Devick Financial Network
Minnesota
$631K – – –
SCTC
61
Sanibel Captiva Trust Company
Florida
$606K -$9.17K -200 -1%
Deutsche Bank
62
Deutsche Bank
Germany
$592K – – –
Brown Advisory
63
Brown Advisory
Maryland
$559K – – –
WA
64
WBH Advisory
Maryland
$535K -$27.7K -605 -5%
HIM
65
Hanlon Investment Management
New Jersey
$533K -$18.3K -399 -3%
ASN
66
Advisory Services Network
Georgia
$507K -$53.6K -1,168 -10%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$486K +$59.2K +1,291 +14%
RL
68
Retireful LLC
Michigan
$454K – – –
Creative Planning
69
Creative Planning
Kansas
$423K +$504 +11 +0.1%
EWA
70
EP Wealth Advisors
California
$416K -$66.2K -1,444 -14%
ACA
71
Aptus Capital Advisors
Alabama
$415K – – –
NA
72
NewEdge Advisors
Louisiana
$414K +$13.7K +299 +3%
IWA
73
IBEX Wealth Advisors
New Jersey
$394K +$394K +8,597 New
Charles Schwab
74
Charles Schwab
California
$383K -$3.49K -76 -0.9%
AWM
75
Axxcess Wealth Management
California
$373K +$373K +8,143 New
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