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Invesco Dividend Achievers ETF
PFM

128 hedge funds and large institutions have $379M invested in Invesco Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $377M → $379M (+$1.4M)

0.96% less ownership

Funds ownership: 54.88% → 53.93% (-0.96%)

3% less funds holding

Funds holding: 132 → 128 (-4)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
41
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$13.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.36M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.36M
4
Goldman Sachs
Goldman Sachs
New York
+$1.21M
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$10.5M
2
Wells Fargo
Wells Fargo
California
-$10.3M
3
SW
SteelPeak Wealth
California
-$6.17M
4
AIA
Arrow Investment Advisors
Maryland
-$3.48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.59M -$1.09M -23,813 -31%
EH
27
Equitable Holdings
New York
$2.56M +$70K +1,532 +3%
EAM
28
Everstar Asset Management
North Carolina
$2.55M +$84.7K +1,856 +4%
NA
29
Nestegg Advisors
New York
$2.47M -$33.7K -739 -1%
WA
30
Waverly Advisors
Alabama
$2.32M -$97.3K -2,131 -4%
PAG
31
Private Advisor Group
New Jersey
$2.28M +$775K +16,977 +56%
SPIA
32
Steward Partners Investment Advisory
New York
$2.19M +$72.7K +1,592 +4%
IFWM
33
Institute for Wealth Management
Colorado
$1.93M -$12.3K -270 -0.7%
JP Morgan Chase
34
JP Morgan Chase
New York
$1.91M -$50.4K -1,103 -3%
MCM
35
MAI Capital Management
Ohio
$1.85M -$14K -306 -0.8%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.75M -$11.9K -261 -0.7%
MFG
37
Merit Financial Group
Georgia
$1.72M +$952K +20,839 +139%
JWCA
38
J.W. Cole Advisors
Florida
$1.65M +$9.18K +201 +0.6%
AAS
39
Avantax Advisory Services
Texas
$1.58M -$271K -5,931 -15%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$1.46M +$315K +6,895 +29%
Goldman Sachs
41
Goldman Sachs
New York
$1.28M +$1.21M +26,580 New
SWA
42
Strategies Wealth Advisors
Michigan
$1.13M +$685 +15 +0.1%
MMA
43
Miracle Mile Advisors
California
$1.11M -$2.92K -64 -0.3%
FPCP
44
Fort Point Capital Partners
California
$1.11M +$2.65K +58 +0.3%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.03M +$15.8K +345 +2%
CIAS
46
CFS Investment Advisory Services
New Jersey
$983K +$87.6K +1,918 +10%
HCM
47
Hilton Capital Management
New York
$966K – – –
IFG
48
Independent Financial Group
California
$949K -$33.5K -733 -4%
Ameriprise
49
Ameriprise
Minnesota
$924K -$22.4K -491 -2%
FHA
50
Flagship Harbor Advisors
Massachusetts
$855K +$24.5K +537 +3%
1
2
3 4 5

PFM Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2025, worth a combined $379M — up 0.37% from $377M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PFM and 9 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 41 added.

The largest buyer was LPL Financial, adding an estimated $13.8M. The largest seller was Atria Wealth Solutions, cutting an estimated $10.5M.

  • 128 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2025, down from 132 in Q1 2025.
  • Funds reported $379M of Invesco Dividend Achievers ETF stock for Q2 2025, up 0.37% quarter-over-quarter.
  • 9 funds opened new Invesco Dividend Achievers ETF positions in Q2 2025 and 13 closed out, a net change of -4 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q2 2025 was LPL Financial, an estimated $13.8M added.
  • The largest Invesco Dividend Achievers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2025.