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Invesco Dividend Achievers ETF
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Overview Fund Activity

94 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
LPL Financial
2
LPL Financial
California
$66.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.6M
4
SW
4
SteelPeak Wealth
California
$1.86M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$311K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.8M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.67M
4
Bank of America
4
Bank of America
North Carolina
$12M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$83K +$1.42K +43 +2%
WB
77
Webster Bank
Connecticut
$65K – – –
RG
78
Retirement Group
California
$58K +$259 +8 +0.4%
COCM
79
Charter Oak Capital Management
New Hampshire
$57K +$57K +1,725 New
PCFFS
80
Pacific Center for Financial Services
California
$55K – – –
AAMA
81
Advanced Asset Management Advisors
Ohio
$48K +$48K +1,460 New
GI
82
Gradient Investments
Minnesota
$46K – – –
GWM
83
Geneos Wealth Management
Colorado
$44K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.6K – – –
CWA
85
Clearview Wealth Advisors
Oregon
$32K +$32K +961 New
SSB
86
Sandy Spring Bank
Maryland
$31K – – –
JWM
87
Janiczek Wealth Management
Colorado
$30K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$30K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$26K -$12.9K -398 -33%
MCC
90
Money Concepts Capital
Florida
$16K +$16K +490 New
CFGS
91
Concourse Financial Group Securities
Alabama
$13K +$3.09K +95 +31%
US Bancorp
92
US Bancorp
Minnesota
$12K – – –
WEC
93
Winslow Evans & Crocker
Massachusetts
$8K – – –
William Blair & Company
94
William Blair & Company
Illinois
$4K +$4K +111 New
AAS
95
Avantax Advisory Services
Texas
– -$364K -12,041 Closed
CF
96
Centaurus Financial
California
– -$327K -10,790 Closed
AP
97
Arlington Partners
Alabama
– -$96K -3,180 Closed
FHA
98
Flagship Harbor Advisors
Massachusetts
– -$59K -1,981 Closed
F
99
F3Logic
Minnesota
– -$43.9K -1,450 Closed
NNP
100
Nachman Norwood & Parrott
South Carolina
– -$26K -872 Closed
1 2 3
4
5