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Invesco Dividend Achievers ETF
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Overview Fund Activity

121 hedge funds and large institutions have $390M invested in Invesco Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
36
Reduced
44
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$32.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.9M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.12M
4
AWS
4
Atria Wealth Solutions
New York
$2.8M
5
Jane Street
5
Jane Street
New York
$589K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.7M
2
LPL Financial
2
LPL Financial
California
$107M
3
Mariner
3
Mariner
Kansas
$3.03M
4
EWA
4
EP Wealth Advisors
California
$750K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$107M 2,801,986 -169,993 -6%
APWA
2
Atlas Private Wealth Advisors
New Jersey
$32.5M 849,801 +460,807 +118%
Morgan Stanley
3
Morgan Stanley
New York
$27.7M 724,236 -190,936 -21%
FAM
4
Flaharty Asset Management
Florida
$27.6M 721,733 +14,205 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$20.9M 547,037 +198,678 +57%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16.7M 436,064 -24,393 -5%
Invesco
7
Invesco
Georgia
$16.2M 425,035 -19,735 -4%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$15.8M 414,231 +10,022 +2%
Bank of America
9
Bank of America
North Carolina
$14.1M 369,559 -68,487 -16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.52M 248,996 -4,533 -2%
RJA
11
Raymond James & Associates
Florida
$8.87M 231,999 -1,660 -0.7%
Wells Fargo
12
Wells Fargo
California
$6.41M 167,700 +11,960 +8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.99M 156,706 -12,834 -8%
CFG
14
Citizens Financial Group
Rhode Island
$4.48M 117,126 -229 -0.2%
UBS Group
15
UBS Group
Switzerland
$4.41M 115,311 -3,424 -3%
CL
16
Choreo LLC
Illinois
$4.3M 112,502 -87,171 -44%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.12M 107,683 +107,683 New
FFN
18
Focus Financial Network
Minnesota
$4.1M 107,299 +4,172 +4%
NRI
19
NFP Retirement Inc
California
$3.11M 81,413 +15,200 +23%
Mariner
20
Mariner
Kansas
$3.03M 79,208 -162,758 -67%
AWS
21
Atria Wealth Solutions
New York
$2.8M 73,162 +73,162 New
AAS
22
Avantax Advisory Services
Texas
$2.54M 66,566 +4,221 +7%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$2.27M 59,437 +10,752 +22%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$2.24M 58,683 -7,273 -11%
MCM
25
MAI Capital Management
Ohio
$2.15M 56,273 -1,894 -3%
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