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Invesco Dividend Achievers ETF

114 hedge funds and large institutions have $423M invested in Invesco Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 2 closing their positions.

Holders
114
Holders Change
+11
Holders Change %
+10.68%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
40
Reduced
35
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$129M 3,243,147 +270,224 +9%
Osaic Holdings
2
Osaic Holdings
Arizona
$63.9M 1,608,211 +186,681 +13%
Morgan Stanley
3
Morgan Stanley
New York
$31.2M 785,761 +48,761 +7%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.6M 518,463 +18,677 +4%
Invesco
5
Invesco
Georgia
$19.5M 490,186 -21,254 -4%
FAM
6
Flaharty Asset Management
Florida
$15.8M 396,943 +350,294 +751%
Bank of America
7
Bank of America
North Carolina
$12.9M 325,418 -26,148 -7%
GLA
8
Good Life Advisors
Pennsylvania
$12.2M 306,850 +6,722 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.2M 282,386 -15 -0%
RJA
10
Raymond James & Associates
Florida
$11.1M 279,554 +69 +0%
MIAN
11
Mariner Independent Advisor Network
Kansas
$7.63M 192,395 -11,106 -5%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$6.77M 170,479 -5,124 -3%
AAS
13
Avantax Advisory Services
Texas
$6.77M 170,424 +1,368 +0.8%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.43M 136,608 -496 -0.4%
Wells Fargo
15
Wells Fargo
California
$4.96M 124,810 -683 -0.5%
UBS Group
16
UBS Group
Switzerland
$4.63M 116,610 +1,156 +1%
CFG
17
Citizens Financial Group
Rhode Island
$4.54M 114,324 +452 +0.4%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$4.08M 102,759 +102,759 New
TWC
19
TD Waterhouse Canada
Ontario, Canada
$2.64M 66,085 +66,085 New
MCM
20
MAI Capital Management
Ohio
$2.37M 59,579 +59,579 New
SFG
21
StrategIQ Financial Group
Indiana
$1.99M 50,040 -965 -2%
KWM
22
Kingsview Wealth Management
Oregon
$1.86M 46,796 -899 -2%
KAS
23
Kestra Advisory Services
Texas
$1.83M 46,036 -2,361 -5%
CAGAS
24
Capital Advisory Group Advisory Services
Minnesota
$1.83M 45,940 +4,146 +10%
IFWM
25
Institute for Wealth Management
Colorado
$1.63M 40,910