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Invesco Dividend Achievers ETF
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Overview Fund Activity

123 hedge funds and large institutions have $372M invested in Invesco Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
–
Holders Change %
0%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
47
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$52.8M
2
Citigroup
2
Citigroup
New York
$4.22M
3
CW
3
CreativeOne Wealth
Kansas
$1.92M
4
SW
4
SteelPeak Wealth
California
$1.18M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.8M

Top Sellers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$19.3M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.89M
3
GSEP
3
Golden State Equity Partners
California
$0
4
AAS
4
Avantax Advisory Services
Texas
$1.17M
5
LPL Financial
5
LPL Financial
California
$95.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$95.5M 2,395,020 -39,365 -2%
Morgan Stanley
2
Morgan Stanley
New York
$52.8M 1,323,096 +596,927 +82%
FAM
3
Flaharty Asset Management
Florida
$30M 752,530 +3,466 +0.5%
APWA
4
Atlas Private Wealth Advisors
New Jersey
$19.3M 482,826 -454,845 -49%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$17.2M 431,916 +8,117 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$16M 401,893 +3,455 +0.9%
Bank of America
7
Bank of America
North Carolina
$12.2M 305,777 -14,807 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.8M 269,962 +25,584 +10%
RJA
9
Raymond James & Associates
Florida
$9.52M 238,698 +8,197 +4%
AWS
10
Atria Wealth Solutions
New York
$8.25M 206,780 +1,200 +0.6%
Wells Fargo
11
Wells Fargo
California
$6.63M 166,296 +838 +0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.16M 129,253 -12,411 -9%
CFG
13
Citizens Financial Group
Rhode Island
$4.68M 117,257 -344 -0.3%
FFN
14
Focus Financial Network
Minnesota
$4.49M 112,613 +4,366 +4%
CL
15
Choreo LLC
Illinois
$4.49M 112,530 +309 +0.3%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.4M 110,253 -206 -0.2%
Citigroup
17
Citigroup
New York
$4.22M 105,915 +105,915 New
NRI
18
NFP Retirement Inc
California
$3.55M 88,913 +7,200 +9%
UBS Group
19
UBS Group
Switzerland
$3.44M 86,290 -10,468 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.89M 72,508 -47,212 -39%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$2.57M 64,439 +78 +0.1%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$2.44M 61,802 +1,339 +2%
SFG
23
StrategIQ Financial Group
Indiana
$2.21M 55,376 +1,107 +2%
EH
24
Equitable Holdings
New York
$2.07M 51,913 +360 +0.7%
Mariner
25
Mariner
Kansas
$2M 50,045 +6,981 +16%
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