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Invesco Dividend Achievers ETF
PFM

Overview Fund Activity

116 hedge funds and large institutions have $345M invested in Invesco Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
47
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
$18.2M
2
RJA
Raymond James & Associates
Florida
$15.8M
3
UBS Group
UBS Group
Switzerland
$3.81M
4
APWA
Atlas Private Wealth Advisors
New Jersey
$5.96M
5
SWP
Stratos Wealth Partners
Ohio
$4.47M

Top Sellers

1
LPL Financial
LPL Financial
California
$87.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.87M
3
Bank of America
Bank of America
North Carolina
$12.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$2.03M
5
RWM
Revisor Wealth Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Carret Asset Management
New York
$256K – – –
GLA
77
Good Life Advisors
Pennsylvania
$254K -$57.1K -1,339 -18%
XF
78
XML Financial
Maryland
$252K +$939 +22 +0.4%
RA
79
Rodgers & Associates
Pennsylvania
$251K – – –
NFA
80
Northwest Financial Advisors
Virginia
$233K – – –
FGG
81
Financial Guidance Group
Florida
$218K – – –
EFS
82
Essex Financial Services
Connecticut
$213K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$199K +$3.03K +71 +2%
AF
84
Allworth Financial
California
$187K +$263 +6 +0.1%
AFS
85
Annapolis Financial Services
Maryland
$171K – – –
FFA
86
Farther Finance Advisors
California
$170K – – –
Comerica Bank
87
Comerica Bank
Texas
$135K – – –
CIAS
88
Capital Investment Advisory Services
North Carolina
$130K – – –
Citigroup
89
Citigroup
New York
$127K – – –
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$108K – – –
NS
91
NBC Securities
Alabama
$70K – – –
GI
92
Gradient Investments
Minnesota
$64.5K – – –
FFA
93
Founders Financial Alliance
North Carolina
$63.8K – – –
ATPW
94
Ashton Thomas Private Wealth
Arizona
$61K +$61K +1,430 New
GWM
95
Geneos Wealth Management
Colorado
$60.8K – – –
AAMA
96
Advanced Asset Management Advisors
Ohio
$58.9K – – –
RIA
97
Realta Investment Advisors
Delaware
$55K +$256 +6 +0.5%
TFGT
98
TS Financial Group (TSFG)
Illinois
$51K +$214 +5 +0.4%
FDCDDQ
99
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.1K – – –
PP
100
PFS Partners
New Jersey
$42.1K +$213 +5 +0.5%
2 3
4
5 6