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Invesco Dividend Achievers ETF
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Overview Fund Activity

125 hedge funds and large institutions have $353M invested in Invesco Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
39
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$94.8M
2
Morgan Stanley
Morgan Stanley
New York
$34.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.68M
4
Goldman Sachs
Goldman Sachs
New York
$1.28M
5
TWC
TD Waterhouse Canada
Ontario, Canada
$4.61M

Top Sellers

1
FAM
Flaharty Asset Management
Florida
$0
2
AWS
Atria Wealth Solutions
New York
$269K
3
Wells Fargo
Wells Fargo
California
$9.78M
4
SW
SteelPeak Wealth
California
$833K
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Everstar Asset Management
North Carolina
$2.55M +$89.4K +1,856 +4%
NA
27
Nestegg Advisors
New York
$2.47M -$35.6K -739 -1%
WA
28
Waverly Advisors
Alabama
$2.32M -$103K -2,131 -4%
PAG
29
Private Advisor Group
New Jersey
$2.28M +$818K +16,977 +56%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.24M -$169K -3,662 -7%
SPIA
31
Steward Partners Investment Advisory
New York
$2.19M +$76.7K +1,592 +4%
IFWM
32
Institute for Wealth Management
Colorado
$1.93M -$13K -270 -0.7%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.91M -$53.1K -1,103 -3%
MCM
34
MAI Capital Management
Ohio
$1.85M -$14.7K -306 -0.8%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.75M -$12.6K -261 -0.7%
MFG
36
Merit Financial Group
Georgia
$1.72M +$1M +20,839 +139%
JWCA
37
J.W. Cole Advisors
Florida
$1.65M +$9.68K +201 +0.6%
AAS
38
Avantax Advisory Services
Texas
$1.58M -$286K -5,931 -15%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.46M +$332K +6,895 +29%
Goldman Sachs
40
Goldman Sachs
New York
$1.28M +$1.28M +26,580 New
SWA
41
Strategies Wealth Advisors
Michigan
$1.13M +$723 +15 +0.1%
MMA
42
Miracle Mile Advisors
California
$1.11M -$3.08K -64 -0.3%
FPCP
43
Fort Point Capital Partners
California
$1.11M +$2.79K +58 +0.3%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.03M +$16.6K +345 +2%
CIAS
45
CFS Investment Advisory Services
New Jersey
$983K +$92.4K +1,918 +10%
HCM
46
Hilton Capital Management
New York
$966K – – –
Ameriprise
47
Ameriprise
Minnesota
$924K -$23.7K -491 -2%
FHA
48
Flagship Harbor Advisors
Massachusetts
$855K +$25.9K +537 +3%
SW
49
SteelPeak Wealth
California
$833K -$6.51M -135,131 -89%
TC
50
Truvestments Capital
Florida
$808K +$1.4K +29 +0.2%
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