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Invesco Dividend Achievers ETF
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Overview Fund Activity

126 hedge funds and large institutions have $351M invested in Invesco Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 4 closing their positions.

Holders
126
Holders Change
+3
Holders Change %
+2.44%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
8
Increased
43
Reduced
38
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
1
Flaharty Asset Management
Florida
$35.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$3.35M
3
WA
3
Waverly Advisors
Alabama
$2.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.01M
5
JWCA
5
J.W. Cole Advisors
Florida
$1.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.9M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$3.89M
3
Citigroup
3
Citigroup
New York
$127K
4
UBS Group
4
UBS Group
Switzerland
$0
5
LPL Financial
5
LPL Financial
California
$99.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$99.4M 2,334,841 -60,179 -3%
FAM
2
Flaharty Asset Management
Florida
$35.1M 823,379 +70,849 +9%
Morgan Stanley
3
Morgan Stanley
New York
$27.9M 656,300 -666,796 -50%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M 428,518 +26,625 +7%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$18.2M 427,285 -4,631 -1%
Bank of America
6
Bank of America
North Carolina
$12.9M 303,024 -2,753 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.5M 270,382 +420 +0.2%
RJA
8
Raymond James & Associates
Florida
$9.88M 231,994 -6,704 -3%
AWS
9
Atria Wealth Solutions
New York
$8.93M 209,863 +3,083 +1%
Wells Fargo
10
Wells Fargo
California
$7.32M 171,929 +5,633 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.79M 136,083 +6,830 +5%
CFG
12
Citizens Financial Group
Rhode Island
$5.01M 117,672 +415 +0.4%
CL
13
Choreo LLC
Illinois
$4.77M 112,152 -378 -0.3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.6M 107,973 -2,280 -2%
FFN
15
Focus Financial Network
Minnesota
$4.59M 113,451 +838 +0.7%
NRI
16
NFP Retirement Inc
California
$4.12M 96,726 +7,813 +9%
APWA
17
Atlas Private Wealth Advisors
New Jersey
$3.89M 91,460 -391,366 -81%
SWP
18
Stratos Wealth Partners
Ohio
$3.35M 78,677 +62,475 +386%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.92M 68,619 +4,180 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.63M 61,704 -10,804 -15%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$2.59M 61,440 -362 -0.6%
WA
22
Waverly Advisors
Alabama
$2.5M 58,627 +58,627 New
Mariner
23
Mariner
Kansas
$2.46M 57,740 +7,695 +15%
CW
24
CreativeOne Wealth
Kansas
$2.26M 53,045 +4,988 +10%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.23M 52,425 +6,312 +14%
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