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Invesco Dividend Achievers ETF
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Overview Fund Activity

131 hedge funds and large institutions have $1.04B invested in Invesco Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
40
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
Citigroup
New York
$4.97M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$3.13M
3
SW
SteelPeak Wealth
California
$2.61M
4
Ameriprise
Ameriprise
Minnesota
$1.25M
5
MMA
Miracle Mile Advisors
California
$1.09M

Top Sellers

1
LPL Financial
LPL Financial
California
$73.2M
2
KWA
Kingswood Wealth Advisors
California
$0
3
SWP
Stratos Wealth Partners
Ohio
$3.96M
4
FAM
Flaharty Asset Management
Florida
$36.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$373K +$37.4K +815 +11%
KAS
77
Kestra Advisory Services
Texas
$365K -$223K -4,873 -38%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$358K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$334K +$780 +17 +0.2%
PTC
80
Private Trust Company
Ohio
$315K – – –
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$307K -$57.7K -1,258 -16%
CPC
82
Consolidated Planning Corp
Georgia
$307K +$307K +6,694 New
PWM
83
PMG Wealth Management
Illinois
$307K +$307K +6,685 New
TC
84
TownSquare Capital
Utah
$303K +$303K +6,601 New
First Manhattan
85
First Manhattan
New York
$294K – – –
IWM
86
IHT Wealth Management
Illinois
$285K +$285K +6,222 New
GLA
87
Good Life Advisors
Pennsylvania
$282K -$264K -5,759 -48%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$276K -$635K -13,847 -70%
CAM
89
Carret Asset Management
New York
$275K – – –
RA
90
Rodgers & Associates
Pennsylvania
$270K – – –
GWA
91
Genesis Wealth Advisors
Massachusetts
$269K +$269K +5,864 New
NFA
92
Northwest Financial Advisors
Virginia
$251K – – –
XF
93
XML Financial
Maryland
$244K -$28.3K -617 -10%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$243K +$24.3K +529 +11%
FGG
95
Financial Guidance Group
Florida
$235K – – –
EFS
96
Essex Financial Services
Connecticut
$225K – – –
IAA
97
Independent Advisor Alliance
North Carolina
$221K +$221K +4,816 New
TRCT
98
Tower Research Capital (TRC)
New York
$214K +$160K +3,489 +299%
MWM
99
Modera Wealth Management
New Jersey
$206K +$206K +4,495 New
FFA
100
Farther Finance Advisors
California
$183K – – –
2 3
4
5 6