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Invesco Dividend Achievers ETF
PFM

132 hedge funds and large institutions have $377M invested in Invesco Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.42% less ownership

Funds ownership: 55.31% → 54.88% (-0.42%)

1% less funds holding

Funds holding: 133 → 132 (-1)

64% less capital invested

Capital invested by funds: $1.04B → $377M (-$661M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
132
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
53
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$4.46M
2
LPL Financial
LPL Financial
California
+$3.18M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.96M
4
Wells Fargo
Wells Fargo
California
+$1.73M
5
TC
Truvestments Capital
Florida
+$782K

Top Sellers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
-$15.3M
2
Citigroup
Citigroup
New York
-$4.93M
3
SWP
Stratos Wealth Partners
Ohio
-$3.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.45M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$2.91M +$230K +4,917 +8%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.85M -$2.45M -52,381 -46%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$2.53M -$52.9K -1,132 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.39M +$181K +3,870 +8%
NA
30
Nestegg Advisors
New York
$2.38M +$54.1K +1,157 +2%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.38M +$276K +5,904 +13%
EH
32
Equitable Holdings
New York
$2.36M +$53K +1,134 +2%
EAM
33
Everstar Asset Management
North Carolina
$2.34M +$425K +9,092 +22%
WA
34
Waverly Advisors
Alabama
$2.3M -$22.4K -479 -0.9%
DWA
35
Dorsey Wright & Associates
California
$2.21M -$54.7K -1,170 -2%
SPIA
36
Steward Partners Investment Advisory
New York
$2.01M +$32.3K +692 +2%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.87M +$236K +5,060 +14%
IFWM
38
Institute for Wealth Management
Colorado
$1.84M – – –
AAS
39
Avantax Advisory Services
Texas
$1.77M +$51.1K +1,093 +3%
MCM
40
MAI Capital Management
Ohio
$1.77M -$10.4K -222 -0.6%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.67M -$23K -492 -1%
JWCA
42
J.W. Cole Advisors
Florida
$1.56M +$143K +3,055 +10%
PAG
43
Private Advisor Group
New Jersey
$1.39M +$46.9K +1,003 +3%
SWA
44
Strategies Wealth Advisors
Michigan
$1.07M +$701 +15 +0.1%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$1.07M +$449K +9,614 +70%
MMA
46
Miracle Mile Advisors
California
$1.06M -$30.1K -643 -3%
FPCP
47
Fort Point Capital Partners
California
$1.05M +$841 +18 +0.1%
SWP
48
Stratos Wealth Partners
Ohio
$1M -$3.01M -64,424 -75%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$959K +$97.4K +2,083 +11%
IFG
50
Independent Financial Group
California
$936K +$15K +320 +2%
1
2
3 4 5

PFM Hedge Fund Activity: Q1 2025 in Review

132 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2025, worth a combined $377M — down 64% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFM positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 37 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $4.46M. The largest seller was Flaharty Asset Management, cutting an estimated $15.3M.

  • 132 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $377M of Invesco Dividend Achievers ETF stock for Q1 2025, down 64% quarter-over-quarter.
  • 11 funds opened new Invesco Dividend Achievers ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2025 was SteelPeak Wealth, an estimated $4.46M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2025 was Flaharty Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2025.