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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 %
PTC
76
Private Trust Company
Ohio
$290K -$1.92K -45 -0.7%
First Manhattan
77
First Manhattan
New York
$272K – – –
WF
78
Welch & Forbes
Massachusetts
$263K – – –
CAM
79
Carret Asset Management
New York
$255K – – –
RA
80
Rodgers & Associates
Pennsylvania
$251K – – –
XF
81
XML Financial
Maryland
$251K +$894 +21 +0.4%
IWM
82
IHT Wealth Management
Illinois
$246K -$110K -2,580 -31%
NFA
83
Northwest Financial Advisors
Virginia
$233K – – –
FGG
84
Financial Guidance Group
Florida
$218K – – –
TC
85
Truvestments Capital
Florida
$209K +$894 +21 +0.4%
EFS
86
Essex Financial Services
Connecticut
$209K -$51.1K -1,200 -20%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$195K +$127K +2,982 +185%
AF
88
Allworth Financial
California
$181K +$298 +7 +0.2%
AFS
89
Annapolis Financial Services
Maryland
$170K – – –
FFA
90
Farther Finance Advisors
California
$169K – – –
SL
91
Salomon & Ludwin
Virginia
$138K +$724 +17 +0.5%
Comerica Bank
92
Comerica Bank
Texas
$135K – – –
CIAS
93
Capital Investment Advisory Services
North Carolina
$130K – – –
TRCT
94
Tower Research Capital (TRC)
New York
$127K -$96.5K -2,268 -43%
Citigroup
95
Citigroup
New York
$127K -$4.38M -102,938 -97%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$122K – – –
GWANC
97
Guardian Wealth Advisors (North Carolina)
North Carolina
$107K – – –
Jones Financial Companies
98
Jones Financial Companies
Missouri
$74.6K +$74.6K +1,752 New
NS
99
NBC Securities
Alabama
$71K – – –
GI
100
Gradient Investments
Minnesota
$64.4K – – –
2 3
4
5 6