PFM icon

Invesco Dividend Achievers ETF
PFM

Overview Fund Activity

123 hedge funds and large institutions have $404M invested in Invesco Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
41
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.1M
3
AIA
3
Arrow Investment Advisors
Maryland
$3.84M
4
DWA
4
Dorsey Wright & Associates
California
$2.33M
5
KWA
5
Kingswood Wealth Advisors
California
$2.1M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.19M
2
KAS
2
Kestra Advisory Services
Texas
$597K
3
Bank of America
3
Bank of America
North Carolina
$12.6M
4
FAM
4
Flaharty Asset Management
Florida
$38.2M
5
APWA
5
Atlas Private Wealth Advisors
New Jersey
$5.96M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$94.8M 2,036,400 -7,714 -0.4%
FAM
2
Flaharty Asset Management
Florida
$38.2M 819,914 -11,973 -1%
Morgan Stanley
3
Morgan Stanley
New York
$31.1M 667,962 -5,228 -0.8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.6M 464,656 +15,442 +3%
CA
5
Clearstead Advisors
Ohio
$20.2M 434,840 +8,811 +2%
RJA
6
Raymond James & Associates
Florida
$17.9M 384,769 +14,462 +4%
Wells Fargo
7
Wells Fargo
California
$17.8M 381,632 +208,606 +121%
Bank of America
8
Bank of America
North Carolina
$12.6M 271,414 -17,138 -6%
AWS
9
Atria Wealth Solutions
New York
$10.4M 223,840 +7,447 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.99M 128,710 -8,819 -6%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$5.96M 127,982 -11,748 -8%
SWP
12
Stratos Wealth Partners
Ohio
$5.91M 126,968 +22,261 +21%
CFG
13
Citizens Financial Group
Rhode Island
$5.53M 118,692 +753 +0.6%
FFN
14
Focus Financial Network
Minnesota
$5.45M 116,977 -702 -0.6%
NRI
15
NFP Retirement Inc
California
$5.22M 112,122 +2,709 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.1M 109,454 +95,447 +681%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$5.02M 107,780 -511 -0.5%
CL
18
Choreo LLC
Illinois
$4.95M 107,006 -876 -0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.19M 90,033 -41,766 -32%
UBS Group
20
UBS Group
Switzerland
$4.15M 89,213 -40 -0%
AIA
21
Arrow Investment Advisors
Maryland
$3.84M 82,446 +82,446 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.56M 76,404 +23,771 +45%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.5M 75,257 +742 +1%
Mariner
24
Mariner
Kansas
$2.94M 63,074 +1,000 +2%
CW
25
CreativeOne Wealth
Kansas
$2.77M 59,447 +1,361 +2%
1
2 3 4 5