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Invesco Dividend Achievers ETF

131 hedge funds and large institutions have $1.04B invested in Invesco Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
40
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$650M 14,170
LPL Financial
2
LPL Financial
California
$73.2M 1,596,507 -439,893 -22%
Raymond James Financial
3
Raymond James Financial
Florida
$38.2M 832,844 +832,844 New
FAM
4
Flaharty Asset Management
Florida
$36.6M 798,646 -21,268 -3%
Morgan Stanley
5
Morgan Stanley
New York
$31.3M 682,880 +14,918 +2%
CA
6
Clearstead Advisors
Ohio
$20.2M 439,631 +4,791 +1%
Wells Fargo
7
Wells Fargo
California
$18M 391,719 +10,087 +3%
Bank of America
8
Bank of America
North Carolina
$12.4M 269,886 -1,528 -0.6%
AWS
9
Atria Wealth Solutions
New York
$10.7M 232,598 +8,758 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.74M 125,230 -3,480 -3%
APWA
11
Atlas Private Wealth Advisors
New Jersey
$5.47M 119,221 -8,761 -7%
CFG
12
Citizens Financial Group
Rhode Island
$5.46M 119,075 +383 +0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.26M 114,645 +5,191 +5%
FFN
14
Focus Financial Network
Minnesota
$5.16M 112,528 -4,449 -4%
NRI
15
NFP Retirement Inc
California
$5.11M 111,322 -800 -0.7%
Citigroup
16
Citigroup
New York
$4.97M 108,476 +105,499 +3,544%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$4.92M 107,217 -563 -0.5%
CL
18
Choreo LLC
Illinois
$4.91M 107,006
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.32M 94,206 +4,173 +5%
UBS Group
20
UBS Group
Switzerland
$4.19M 91,295 +2,082 +2%
SWP
21
Stratos Wealth Partners
Ohio
$3.96M 86,335 -40,633 -32%
AIA
22
Arrow Investment Advisors
Maryland
$3.84M 82,446
Baird Financial Group
23
Baird Financial Group
Wisconsin
$3.64M 79,366 +4,109 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.51M 76,556 +152 +0.2%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$3.13M 68,178 +41,514 +156%