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Invesco Dividend Achievers ETF
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Overview Fund Activity

123 hedge funds and large institutions have $404M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
41
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.1M
3
AIA
3
Arrow Investment Advisors
Maryland
$3.84M
4
DWA
4
Dorsey Wright & Associates
California
$2.33M
5
KWA
5
Kingswood Wealth Advisors
California
$2.1M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.19M
2
KAS
2
Kestra Advisory Services
Texas
$597K
3
Bank of America
3
Bank of America
North Carolina
$12.6M
4
FAM
4
Flaharty Asset Management
Florida
$38.2M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$5.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$369K +$4.12K +89 +1%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$364K -$21K -451 -5%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$340K +$10.5K +226 +3%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$339K +$745 +16 +0.2%
PTC
80
Private Trust Company
Ohio
$320K +$2K +43 +0.6%
First Manhattan
81
First Manhattan
New York
$298K – – –
CAM
82
Carret Asset Management
New York
$279K – – –
XF
83
XML Financial
Maryland
$276K +$884 +19 +0.3%
RA
84
Rodgers & Associates
Pennsylvania
$274K – – –
AI
85
Atria Investments
North Carolina
$268K +$268K +5,764 New
NFA
86
Northwest Financial Advisors
Virginia
$255K – – –
FGG
87
Financial Guidance Group
Florida
$238K – – –
EFS
88
Essex Financial Services
Connecticut
$230K – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$222K +$5.21K +112 +2%
EE
90
EWG Elevate
California
$219K +$219K +4,695 New
RWM
91
Revisor Wealth Management
Ohio
$217K +$217K +4,664 New
SB
92
Simmons Bank
Arkansas
$200K +$200K +4,300 New
AF
93
Allworth Financial
California
$199K +$279 +6 +0.1%
AFS
94
Annapolis Financial Services
Maryland
$186K – – –
FFA
95
Farther Finance Advisors
California
$186K – – –
Comerica Bank
96
Comerica Bank
Texas
$148K – – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$142K – – –
Citigroup
98
Citigroup
New York
$139K – – –
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$117K – – –
NS
100
NBC Securities
Alabama
$76K – – –
2 3
4
5 6