PFM icon

Invesco Dividend Achievers ETF

71 hedge funds and large institutions have $113M invested in Invesco Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
+12
Holders Change %
+20.34%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
16
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Invesco
1
Invesco
Georgia
$20.4M 825,498 -52,089 -6%
Wells Fargo
2
Wells Fargo
California
$14.8M 597,681 +481,985 +417%
AIA
3
Arrow Investment Advisors
Maryland
$14.2M 576,180 +576,180 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.29M 376,018 -38,763 -9%
Bank of America
5
Bank of America
North Carolina
$6.28M 254,340 +16,805 +7%
RJA
6
Raymond James & Associates
Florida
$5.99M 242,644 +22,685 +10%
LPL Financial
7
LPL Financial
California
$4.03M 162,947 +5,499 +3%
Morgan Stanley
8
Morgan Stanley
New York
$3.59M 145,182 -23,872 -14%
DWA
9
Dorsey Wright & Associates
California
$3.51M 142,168 +142,168 New
CSIA
10
Charles Schwab Investment Advisory
California
$3.31M 134,165 +69,337 +107%
UBS Group
11
UBS Group
Switzerland
$2.31M 93,507 +28,302 +43%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.94M 78,589 +8,693 +12%
SFG
13
StrategIQ Financial Group
Indiana
$1.81M 73,234 -3,217 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.78M 71,994 +10,280 +17%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$1.35M 54,533 -87 -0.2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$1.28M 51,685 +955 +2%
CFA
17
Clarfeld Financial Advisors
New York
$1.15M 46,394 +46,394 New
IFWM
18
Institute for Wealth Management
Colorado
$1.08M 43,895 +43,895 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$1.06M 42,805 -2,551 -6%
Citadel Advisors
20
Citadel Advisors
Florida
$1.05M 42,444 -6,150 -13%
QCM
21
Quest Capital Management
Texas
$790K 31,976 +31,976 New
NFG
22
NewFocus Financial Group
Washington
$704K 28,514 +28,514 New
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$700K 28,340
GW
24
GW & Wade
Massachusetts
$697K 28,216
Bank of New York Mellon
25
Bank of New York Mellon
New York
$673K 27,250 -195 -0.7%