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Invesco Dividend Achievers ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
101
Janiczek Wealth Management
Colorado
$38.7K
T
102
Tidemark
California
$37.4K +$4.01K +94 +12%
CFB
103
Cullen/Frost Bankers
Texas
$33.5K +$33.5K +786 New
CFGS
104
Concourse Financial Group Securities
Alabama
$29.9K
SWM
105
Spire Wealth Management
Virginia
$28.6K +$128 +3 +0.5%
WB
106
Webster Bank
Connecticut
$24.3K -$20K -469 -45%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$24K
LFA
108
LGT Financial Advisors
Texas
$21.3K -$22.1K -517 -51%
HI
109
Harbour Investments
Wisconsin
$19.8K +$15.1K +354 +325%
PA
110
Parallel Advisors
California
$15.7K +$85 +2 +0.5%
CICI
111
Capital Investment Counsel Inc
North Carolina
$14.7K +$14.7K +345 New
IHWM
112
Iron Horse Wealth Management
Iowa
$8.71K
NP
113
NorthRock Partners
Minnesota
$7.72K
VF
114
VitalStone Financial
Texas
$6.83K
FCAS
115
First Command Advisory Services
Texas
$5.97K
GRP
116
Global Retirement Partners
California
$256
RWM
117
Revisor Wealth Management
Ohio
-$385K -9,328 Closed
UAG
118
United Advisor Group
Ohio
-$355K -8,349 Closed
WF
119
Welch & Forbes
Massachusetts
-$263K -6,178 Closed
IWM
120
IHT Wealth Management
Illinois
-$246K -5,781 Closed
TC
121
Truvestments Capital
Florida
-$209K -4,915 Closed
SL
122
Salomon & Ludwin
Virginia
-$138K -3,253 Closed
KFI
123
Key Financial Inc
Pennsylvania
-$344K -2,849 Closed
IPW
124
Impact Partnership Wealth
Georgia
-$46.8K -1,100 Closed
M
125
MOTCO
Texas
-$17.1K -402 Closed