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Invesco Dividend Achievers ETF
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Overview Fund Activity

45 hedge funds and large institutions have $129M invested in Invesco Dividend Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.12M
2
Bank of America
2
Bank of America
North Carolina
$7.4M
3
BTS
3
BB&T Securities
Virginia
$2.43M
4
T
4
Thomaspartners
Massachusetts
$2.39M
5
Wells Fargo
5
Wells Fargo
California
$3.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$62.9M
2
CS
2
Credit Suisse
Switzerland
$0
3
CFA
3
Carroll Financial Associates
North Carolina
$526K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$918K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$62.9M 2,897,731 -321,694 -10%
UBS Group
2
UBS Group
Switzerland
$9.12M 420,279 +420,279 New
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.19M 377,630 -16,037 -4%
Bank of America
4
Bank of America
North Carolina
$7.4M 341,069 +179,016 +110%
LPL Financial
5
LPL Financial
California
$6.91M 318,373 -9,524 -3%
Wells Fargo
6
Wells Fargo
California
$3.4M 156,782 +24,804 +19%
Morgan Stanley
7
Morgan Stanley
New York
$3.24M 149,491 +7,374 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.13M 144,008 -11,319 -7%
RJA
9
Raymond James & Associates
Florida
$2.99M 137,911 +2,249 +2%
BTS
10
BB&T Securities
Virginia
$2.43M 11,216 +11,216 New
T
11
Thomaspartners
Massachusetts
$2.39M 109,915 +39,945 +57%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.37M 109,016 +2,376 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.59M 73,263 -1,918 -3%
Deutsche Bank
14
Deutsche Bank
Germany
$923K 42,583 – –
CWM
15
Concert Wealth Management
California
$920K 42,473 +4,010 +10%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$918K 42,288 -26,339 -38%
CAN
17
Cetera Advisor Networks
California
$918K 42,192 -795 -2%
WA
18
WBH Advisory
Maryland
$865K 39,880 -4,207 -10%
BG
19
Bahl & Gaynor
Ohio
$863K 39,782 -1,285 -3%
TH
20
Timber Hill
Connecticut
$786K 36,214 +6,361 +21%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$707K 32,554 +2,052 +7%
EWA
22
Exencial Wealth Advisors
Oklahoma
$664K 30,715 – –
AIG
23
American International Group
New York
$620K 28,583 +5,027 +21%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$598K 27,573 +55 +0.2%
CFA
25
Carroll Financial Associates
North Carolina
$526K 24,450 -44,505 -65%
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