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Invesco Dividend Achievers ETF

116 hedge funds and large institutions have $345M invested in Invesco Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
-10
Holders Change %
-7.94%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
47
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$87.2M 2,044,114 -290,727 -12%
FAM
2
Flaharty Asset Management
Florida
$35.5M 831,887 +8,508 +1%
Morgan Stanley
3
Morgan Stanley
New York
$28.7M 673,190 +16,890 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$19.2M 449,214 +20,696 +5%
CA
5
Clearstead Advisors
Ohio
$18.2M 426,029 +426,029 New
RJA
6
Raymond James & Associates
Florida
$15.8M 370,307 +138,313 +60%
Bank of America
7
Bank of America
North Carolina
$12.3M 288,552 -14,472 -5%
AWS
8
Atria Wealth Solutions
New York
$9.23M 216,393 +6,530 +3%
Wells Fargo
9
Wells Fargo
California
$7.38M 173,026 +1,097 +0.6%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$5.96M 139,730 +48,270 +53%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.87M 137,529 -132,853 -49%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.62M 131,799 -4,284 -3%
FFN
13
Focus Financial Network
Minnesota
$5.24M 117,679 +4,228 +4%
CFG
14
Citizens Financial Group
Rhode Island
$5.03M 117,939 +267 +0.2%
NRI
15
NFP Retirement Inc
California
$4.67M 109,413 +12,687 +13%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.62M 108,291 +318 +0.3%
CL
17
Choreo LLC
Illinois
$4.6M 107,882 -4,270 -4%
SWP
18
Stratos Wealth Partners
Ohio
$4.47M 104,707 +26,030 +33%
UBS Group
19
UBS Group
Switzerland
$3.81M 89,253 +89,253 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.18M 74,515 +5,896 +9%
Mariner
21
Mariner
Kansas
$2.65M 62,074 +4,334 +8%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$2.55M 59,922 -1,518 -2%
CW
23
CreativeOne Wealth
Kansas
$2.48M 58,086 +5,041 +10%
MML Investors Services
24
MML Investors Services
Massachusetts
$2.46M 57,687 +5,262 +10%
WA
25
Waverly Advisors
Alabama
$2.41M 56,428 -2,199 -4%