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Invesco Dividend Achievers ETF
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Overview Fund Activity

94 hedge funds and large institutions have $258M invested in Invesco Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
94
Holders Change
+10
Holders Change %
+11.9%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
34
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$26.5M
2
LPL Financial
2
LPL Financial
California
$66.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$21.6M
4
GA
4
GoalVest Advisory
New York
$2.53M
5
SW
5
SteelPeak Wealth
California
$1.86M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$311K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.8M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$8.67M
4
Bank of America
4
Bank of America
North Carolina
$12M
5
AAS
5
Avantax Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$66.2M 2,013,565 +228,842 +13%
Osaic Holdings
2
Osaic Holdings
Arizona
$26.5M 806,647 +737,138 +1,060%
Morgan Stanley
3
Morgan Stanley
New York
$21.6M 656,795 +179,445 +38%
Invesco
4
Invesco
Georgia
$18.4M 558,501 +21,839 +4%
Bank of America
5
Bank of America
North Carolina
$12M 366,417 -13,689 -4%
Wells Fargo
6
Wells Fargo
California
$11.2M 340,837 +51,118 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.8M 328,517 -38,236 -10%
RJA
8
Raymond James & Associates
Florida
$10.5M 320,180 +16,264 +5%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$8.67M 263,757 -30,129 -10%
GLA
10
Good Life Advisors
Pennsylvania
$7.92M 240,805 +7,426 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.79M 176,217 +9,087 +5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$5.59M 170,088 +16,885 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.84M 147,293 -203 -0.1%
UBS Group
14
UBS Group
Switzerland
$2.66M 81,030 -3,422 -4%
GA
15
GoalVest Advisory
New York
$2.53M 76,990 +76,990 New
FFN
16
Focus Financial Network
Minnesota
$2.27M 69,124 +4,232 +7%
GVAG
17
Great Valley Advisor Group
Delaware
$2.05M 62,315 +19,777 +46%
Charles Schwab
18
Charles Schwab
California
$1.95M 59,174 +25,253 +74%
SW
19
SteelPeak Wealth
California
$1.86M 56,570 +56,570 New
SFG
20
StrategIQ Financial Group
Indiana
$1.82M 55,381 -1,563 -3%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$1.78M 53,547 -603 -1%
Citadel Advisors
22
Citadel Advisors
Florida
$1.7M 51,616 +51,616 New
MIAN
23
Mariner Independent Advisor Network
Kansas
$1.61M 48,994 +48,994 New
KAS
24
Kestra Advisory Services
Texas
$1.6M 49,043 +1,656 +3%
IFWM
25
Institute for Wealth Management
Colorado
$1.35M 41,145 – –
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