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Invesco Dividend Achievers ETF

123 hedge funds and large institutions have $372M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
47
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$261K -$33.2K -834 -11%
First Manhattan
77
First Manhattan
New York
$255K
WF
78
Welch & Forbes
Massachusetts
$246K
EFS
79
Essex Financial Services
Connecticut
$243K
CAM
80
Carret Asset Management
New York
$239K
RA
81
Rodgers & Associates
Pennsylvania
$235K
XF
82
XML Financial
Maryland
$234K +$997 +25 +0.4%
NFA
83
Northwest Financial Advisors
Virginia
$218K +$218K +5,471 New
TRCT
84
Tower Research Capital (TRC)
New York
$210K -$207K -5,196 -50%
FGG
85
Financial Guidance Group
Florida
$204K +$204K +5,120 New
TC
86
Truvestments Capital
Florida
$195K +$997 +25 +0.5%
AF
87
Allworth Financial
California
$169K +$279 +7 +0.2%
AFS
88
Annapolis Financial Services
Maryland
$160K
FFA
89
Farther Finance Advisors
California
$159K
ACA
90
Aptus Capital Advisors
Alabama
$156K
Comerica Bank
91
Comerica Bank
Texas
$127K
CIAS
92
Capital Investment Advisory Services
North Carolina
$122K +$19.9K +500 +20%
SL
93
Salomon & Ludwin
Virginia
$118K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$115K -$6.38K -160 -5%
SWM
95
Spire Wealth Management
Virginia
$109K +$120 +3 +0.1%
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$101K
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$90K
SIC
98
Salem Investment Counselors
North Carolina
$78.5K
NS
99
NBC Securities
Alabama
$65K
Fidelity Investments
100
Fidelity Investments
Massachusetts
$64.2K -$10.5K -263 -14%