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Invesco Dividend Achievers ETF

121 hedge funds and large institutions have $390M invested in Invesco Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $379M → $390M (+$11.5M)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

1.32% less ownership

Funds ownership: 53.93%52.61% (-1.3%)

5% less funds holding

Funds holding: 128121 (-7)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
39
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.83M +$53.3K +1,080 +2%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$2.72M -$32.9K -667 -1%
NA
28
Nestegg Advisors
New York
$2.51M -$89.8K -1,818 -4%
WA
29
Waverly Advisors
Alabama
$2.49M +$46.7K +945 +2%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$2.41M -$2.49M -50,355 -51%
PAG
31
Private Advisor Group
New Jersey
$2.35M -$48.7K -986 -2%
SPIA
32
Steward Partners Investment Advisory
New York
$2.33M +$22.9K +463 +1%
KWA
33
Kingswood Wealth Advisors
California
$2.3M +$2.24M +45,366 New
Goldman Sachs
34
Goldman Sachs
New York
$2.18M +$812K +16,441 +62%
IFWM
35
Institute for Wealth Management
Colorado
$2.03M -$3.26K -66 -0.2%
MFG
36
Merit Financial Group
Georgia
$2M +$180K +3,636 +10%
MCM
37
MAI Capital Management
Ohio
$1.94M -$6.22K -126 -0.3%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.9M -$106K -2,153 -5%
HighTower Advisors
39
HighTower Advisors
Illinois
$1.85M +$6.52K +132 +0.4%
JWCA
40
J.W. Cole Advisors
Florida
$1.73M -$14.3K -289 -0.8%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.45M -$87.7K -1,776 -6%
SWA
42
Strategies Wealth Advisors
Michigan
$1.19M +$642 +13 +0.1%
MMA
43
Miracle Mile Advisors
California
$1.16M -$7.65K -155 -0.7%
IFG
44
Independent Financial Group
California
$1.13M +$123K +2,489 +13%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.11M +$32.2K +652 +3%
CIAS
46
CFS Investment Advisory Services
New Jersey
$1M -$42.7K -864 -4%
FHA
47
Flagship Harbor Advisors
Massachusetts
$994K +$90.5K +1,833 +10%
Ameriprise
48
Ameriprise
Minnesota
$930K -$42.4K -858 -4%
Lido Advisors
49
Lido Advisors
California
$852K +$829K +16,783 New
TC
50
Truvestments Capital
Florida
$850K -$691 -14 -0.1%