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Invesco Dividend Achievers ETF
PFM

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 %
Comerica Bank
101
Comerica Bank
Texas
$151K +$5.64K +123 +4%
AF
102
Allworth Financial
California
$123K -$78.5K -1,665 -39%
NWM
103
Nova Wealth Management
Florida
$121K +$121K +2,649 New
GWANC
104
Guardian Wealth Advisors (North Carolina)
North Carolina
$116K – – –
GSWM
105
Golden State Wealth Management
California
$98.6K +$98.6K +2,151 New
CIAS
106
Capital Investment Advisory Services
North Carolina
$89.4K -$50.8K -1,108 -36%
PWMG
107
Private Wealth Management Group
New Jersey
$74.3K +$74.3K +1,619 New
FFA
108
Founders Financial Alliance
North Carolina
$69.7K – – –
GWM
109
Geneos Wealth Management
Colorado
$65.4K – – –
AAMA
110
Advanced Asset Management Advisors
Ohio
$63.3K – – –
ACA
111
American Capital Advisory
Idaho
$62.3K – – –
AWM
112
AE Wealth Management
Kansas
$59.5K +$59.5K +1,297 New
DJSG
113
D.J. St. Germain
Massachusetts
$55K +$55K +1,200 New
TFGT
114
TS Financial Group (TSFG)
Illinois
$55K +$229 +5 +0.4%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.9K – – –
T
116
Tidemark
California
$49.8K +$367 +8 +0.7%
HI
117
Harbour Investments
Wisconsin
$47.4K +$183 +4 +0.4%
CFGS
118
Concourse Financial Group Securities
Alabama
$33K – – –
SWM
119
Spire Wealth Management
Virginia
$30.9K +$92 +2 +0.3%
WB
120
Webster Bank
Connecticut
$26.1K – – –
LFA
121
LGT Financial Advisors
Texas
$22.9K – – –
CAS
122
Coppell Advisory Solutions
Texas
$22.9K – – –
PP
123
PFS Partners
New Jersey
$22.8K +$92 +2 +0.4%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$20K -$5.32K -116 -21%
PA
125
Parallel Advisors
California
$17K +$46 +1 +0.3%
2 3 4
5
6