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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 %
FFA
101
Founders Financial Alliance
North Carolina
$70.8K +$1.16K +25 +2%
PW
102
Paladin Wealth
Minnesota
$70.4K +$70.4K +1,512 New
GWM
103
Geneos Wealth Management
Colorado
$66.3K – – –
ACA
104
American Capital Advisory
Idaho
$63.2K +$63.2K +1,358 New
AAMA
105
Advanced Asset Management Advisors
Ohio
$58.9K – – –
TFGT
106
TS Financial Group (TSFG)
Illinois
$56K +$187 +4 +0.3%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.7K – – –
TRCT
108
Tower Research Capital (TRC)
New York
$54.4K -$410K -8,808 -88%
T
109
Tidemark
California
$50.2K +$9.41K +202 +23%
HI
110
Harbour Investments
Wisconsin
$47.9K +$26.4K +566 +122%
CFGS
111
Concourse Financial Group Securities
Alabama
$32.6K – – –
SWM
112
Spire Wealth Management
Virginia
$31.3K +$140 +3 +0.4%
WB
113
Webster Bank
Connecticut
$26.5K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$26K – – –
LFA
115
LGT Financial Advisors
Texas
$23.3K – – –
CAS
116
Coppell Advisory Solutions
Texas
$23.2K +$23.2K +500 New
PP
117
PFS Partners
New Jersey
$23.1K -$22.8K -490 -50%
PA
118
Parallel Advisors
California
$17.1K +$47 +1 +0.3%
CICI
119
Capital Investment Counsel Inc
North Carolina
$16.1K – – –
IHWM
120
Iron Horse Wealth Management
Iowa
$9.5K – – –
VF
121
VitalStone Financial
Texas
$7.45K – – –
FNWA
122
Financial Network Wealth Advisors
Utah
$7.45K +$7.45K +160 New
GRP
123
Global Retirement Partners
California
$279 – – –
GSEP
124
Golden State Equity Partners
California
$72 – – –
Jane Street
125
Jane Street
New York
– -$429K -10,055 Closed
2 3 4
5
6