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Invesco Dividend Achievers ETF
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Overview Fund Activity

129 hedge funds and large institutions have $376M invested in Invesco Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
10
Increased
52
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$6.98M
2
LPL Financial
2
LPL Financial
California
$76.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.99M
4
Wells Fargo
4
Wells Fargo
California
$19.6M
5
TC
5
Truvestments Capital
Florida
$766K

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$21.6M
2
Citigroup
2
Citigroup
New York
$136K
3
SWP
3
Stratos Wealth Partners
Ohio
$1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.85M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$236K
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$2.91M 63,466 +4,917 +8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.85M 62,264 -52,381 -46%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$2.53M 55,214 -1,132 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.39M 52,097 +3,870 +8%
NA
30
Nestegg Advisors
New York
$2.38M 52,064 +1,157 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.38M 51,892 +5,904 +13%
EH
32
Equitable Holdings
New York
$2.36M 51,578 +1,134 +2%
EAM
33
Everstar Asset Management
North Carolina
$2.34M 51,113 +9,092 +22%
WA
34
Waverly Advisors
Alabama
$2.3M 50,277 -479 -0.9%
DWA
35
Dorsey Wright & Associates
California
$2.21M 48,361 -1,170 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$2.01M 43,810 +692 +2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.87M 40,768 +5,060 +14%
IFWM
38
Institute for Wealth Management
Colorado
$1.84M 40,300 – –
AAS
39
Avantax Advisory Services
Texas
$1.77M 38,631 +1,093 +3%
MCM
40
MAI Capital Management
Ohio
$1.77M 38,615 -222 -0.6%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.67M 36,562 -492 -1%
JWCA
42
J.W. Cole Advisors
Florida
$1.56M 34,145 +3,055 +10%
PAG
43
Private Advisor Group
New Jersey
$1.39M 30,396 +1,003 +3%
SWA
44
Strategies Wealth Advisors
Michigan
$1.07M 23,439 +15 +0.1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.07M 23,411 +9,614 +70%
MMA
46
Miracle Mile Advisors
California
$1.06M 23,130 -643 -3%
FPCP
47
Fort Point Capital Partners
California
$1.05M 22,888 +18 +0.1%
SWP
48
Stratos Wealth Partners
Ohio
$1M 21,911 -64,424 -75%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$959K 20,955 +2,083 +11%
HCM
50
Hilton Capital Management
New York
$918K 20,056 +2,931 +17%
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