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Invesco Dividend Achievers ETF
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Overview Fund Activity

75 hedge funds and large institutions have $107M invested in Invesco Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$1.27M
2
Jane Street
2
Jane Street
New York
$1.02M
3
Bank of America
3
Bank of America
North Carolina
$7.85M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$868K
5
Wells Fargo
5
Wells Fargo
California
$5.76M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$1.46M
3
M&T Bank
3
M&T Bank
New York
$0
4
Invesco
4
Invesco
Georgia
$20.8M
5
CSIA
5
Charles Schwab Investment Advisory
California
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$20.8M 678,375 -13,493 -2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.8M 382,728 +23,933 +7%
Bank of America
3
Bank of America
North Carolina
$7.85M 255,456 +31,650 +14%
RJA
4
Raymond James & Associates
Florida
$7.27M 236,609 +8,571 +4%
Morgan Stanley
5
Morgan Stanley
New York
$7.09M 230,810 +11,246 +5%
LPL Financial
6
LPL Financial
California
$6.95M 226,293 +13,510 +6%
Wells Fargo
7
Wells Fargo
California
$5.76M 187,506 +26,125 +16%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.62M 117,971 +2,285 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.58M 116,517 +19,152 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.7M 87,793 +6,431 +8%
SFG
11
StrategIQ Financial Group
Indiana
$2.05M 66,824 -737 -1%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.75M 56,836 +12,770 +29%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$1.74M 56,719 +20 +0%
UBS Group
14
UBS Group
Switzerland
$1.46M 47,610 -21,336 -31%
IFWM
15
Institute for Wealth Management
Colorado
$1.31M 42,500 -200 -0.5%
SW
16
SteelPeak Wealth
California
$1.27M 41,450 +41,450 New
CSIA
17
Charles Schwab Investment Advisory
California
$1.22M 39,655 -7,344 -16%
ASN
18
Advisory Services Network
Georgia
$1.11M 36,207 +1,029 +3%
Jane Street
19
Jane Street
New York
$1.02M 33,076 +33,076 New
QCM
20
Quest Capital Management
Texas
$934K 30,414 -335 -1%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$910K 25,082 – –
NFG
22
NewFocus Financial Group
Washington
$902K 29,364 – –
WA
23
WBH Advisory
Maryland
$888K 28,931 +5 +0%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$868K 28,340 +28,340 New
CFG
25
Citizens Financial Group
Rhode Island
$823K 26,760 +145 +0.5%
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