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Invesco Dividend Achievers ETF

123 hedge funds and large institutions have $334M invested in Invesco Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
45
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$88.9M 2,434,385 -367,601 -13%
APWA
2
Atlas Private Wealth Advisors
New Jersey
$34.3M 937,671 +87,870 +10%
FAM
3
Flaharty Asset Management
Florida
$27.4M 749,064 +27,331 +4%
Morgan Stanley
4
Morgan Stanley
New York
$26.5M 726,169 +1,933 +0.3%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$15.5M 423,799 +9,568 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$14.6M 398,438 -37,626 -9%
Bank of America
7
Bank of America
North Carolina
$11.7M 320,584 -48,975 -13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.93M 244,378 -4,618 -2%
RJA
9
Raymond James & Associates
Florida
$8.42M 230,501 -1,498 -0.6%
AWS
10
Atria Wealth Solutions
New York
$7.51M 205,580 +132,418 +181%
Wells Fargo
11
Wells Fargo
California
$6.04M 165,458 -2,242 -1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.18M 141,664 -15,042 -10%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.37M 119,720 -427,317 -78%
CFG
14
Citizens Financial Group
Rhode Island
$4.3M 117,601 +475 +0.4%
CL
15
Choreo LLC
Illinois
$4.1M 112,221 -281 -0.2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.04M 110,459 +2,776 +3%
FFN
17
Focus Financial Network
Minnesota
$3.95M 108,247 +948 +0.9%
UBS Group
18
UBS Group
Switzerland
$3.53M 96,758 -18,553 -16%
NRI
19
NFP Retirement Inc
California
$2.98M 81,713 +300 +0.4%
AAS
20
Avantax Advisory Services
Texas
$2.51M 68,721 +2,155 +3%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.35M 64,361 +4,924 +8%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$2.2M 60,463 +1,780 +3%
SFG
23
StrategIQ Financial Group
Indiana
$1.98M 54,269 +109 +0.2%
MCM
24
MAI Capital Management
Ohio
$1.92M 52,640 -3,633 -6%
EH
25
Equitable Holdings
New York
$1.88M 51,553 +841 +2%