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Invesco Dividend Achievers ETF

135 hedge funds and large institutions have $388M invested in Invesco Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more funds holding

Funds holding: 129135 (+6)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

1.21% less ownership

Funds ownership: 54.73%53.52% (-1.2%)

6% less capital invested

Capital invested by funds: $411M → $388M (-$23.1M)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
41
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.88M -$19.6K -372 -0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.81M -$41.1K -782 -1%
SW
28
SteelPeak Wealth
California
$2.75M +$2.36M +44,888 +497%
NA
29
Nestegg Advisors
New York
$2.53M +$3.89K +74 +0.1%
KWA
30
Kingswood Wealth Advisors
California
$2.5M +$143K +2,719 +6%
WA
31
Waverly Advisors
Alabama
$2.39M +$10.1K +192 +0.4%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.36M +$718K +13,645 +41%
SPIA
33
Steward Partners Investment Advisory
New York
$2.33M +$12.9K +246 +0.5%
PAG
34
Private Advisor Group
New Jersey
$2.31M -$42.6K -810 -2%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$2.19M -$119K -2,268 -5%
IFWM
36
Institute for Wealth Management
Colorado
$1.99M -$54.6K -1,038 -3%
MCM
37
MAI Capital Management
Ohio
$1.91M -$16.7K -318 -0.8%
JWCA
38
J.W. Cole Advisors
Florida
$1.65M -$35.6K -676 -2%
MML Investors Services
39
MML Investors Services
Massachusetts
$1.29M -$299K -5,690 -18%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.22M +$69.1K +1,313 +6%
SWA
41
Strategies Wealth Advisors
Michigan
$1.2M +$737 +14 +0.1%
IFG
42
Independent Financial Group
California
$1.16M +$14.7K +279 +1%
MMA
43
Miracle Mile Advisors
California
$1.15M -$14.6K -278 -1%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.11M +$117K +2,215 +11%
CIAS
45
CFS Investment Advisory Services
New Jersey
$1M -$44.2K -840 -4%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$990K -$441K -8,380 -30%
Goldman Sachs
47
Goldman Sachs
New York
$915K +$942K +17,905 New
Lido Advisors
48
Lido Advisors
California
$881K +$105 +2 +0%
TC
49
Truvestments Capital
Florida
$871K +$21.7K +412 +2%
MFG
50
Merit Financial Group
Georgia
$828K -$128K -2,429 -13%