PFM icon

Invesco Dividend Achievers ETF
PFM

Overview Fund Activity

41 hedge funds and large institutions have $115M invested in Invesco Dividend Achievers ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 3 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$61.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.39M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$634K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.45M
5
Bank of America
5
Bank of America
North Carolina
$6.82M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CS
4
Credit Suisse
Switzerland
$0
5
U
5
UBS
Switzerland
$7.79M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$61.1M 3,297,486 +249,559 +8%
U
2
UBS
Switzerland
$7.79M 420,479 -16,678 -4%
Bank of America
3
Bank of America
North Carolina
$6.82M 368,171 +20,769 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.45M 347,908 +24,134 +7%
LPL Financial
5
LPL Financial
California
$5.52M 292,910 +6,310 +2%
Morgan Stanley
6
Morgan Stanley
New York
$4M 215,828 -50,780 -19%
Wells Fargo
7
Wells Fargo
California
$2.77M 149,362 -1,632 -1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.39M 129,109 +129,109 New
RJA
9
Raymond James & Associates
Florida
$2.19M 118,051 +9,842 +9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.6M 86,464 -120,093 -58%
Deutsche Bank
11
Deutsche Bank
Germany
$1.3M 70,100 -1,800 -3%
CFA
12
Carroll Financial Associates
North Carolina
$1.27M 68,700 +4,150 +6%
T
13
Thomaspartners
Massachusetts
$1.26M 68,100 -6,658 -9%
CAN
14
Cetera Advisor Networks
California
$1.18M 63,200 -2,300 -4%
HighTower Advisors
15
HighTower Advisors
Illinois
$946K 51,030 -2,650 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$906K 48,921 +20,231 +71%
WA
17
WBH Advisory
Maryland
$824K 44,469 -1,599 -3%
CWM
18
Concert Wealth Management
California
$774K 41,626 -670 -2%
BG
19
Bahl & Gaynor
Ohio
$757K 40,840 +1,056 +3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$634K 34,175 +31,382 +1,124%
TH
21
Timber Hill
Connecticut
$621K 33,502 – –
EWA
22
Exencial Wealth Advisors
Oklahoma
$596K 30,715 – –
Ameriprise
23
Ameriprise
Minnesota
$427K 23,044 +2,324 +11%
NPC
24
National Planning Corporation
California
$366K 19,700 +4,877 +33%
Goldman Sachs
25
Goldman Sachs
New York
$359K 19,398 +19,398 New
1
2