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Invesco Dividend Achievers ETF

129 hedge funds and large institutions have $411M invested in Invesco Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 121129 (+8)

5% more capital invested

Capital invested by funds: $390M → $411M (+$21M)

2.12% more ownership

Funds ownership: 52.61%54.73% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
37
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.93M -$133K -2,605 -4%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.92M +$1.04M +20,354 +56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.88M +$8.7K +170 +0.3%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$2.74M -$23.4K -457 -0.9%
NA
30
Nestegg Advisors
New York
$2.55M -$307 -6 -0%
WA
31
Waverly Advisors
Alabama
$2.4M -$131K -2,551 -5%
KWA
32
Kingswood Wealth Advisors
California
$2.38M +$44.4K +868 +2%
PAG
33
Private Advisor Group
New Jersey
$2.37M -$14.2K -278 -0.6%
SPIA
34
Steward Partners Investment Advisory
New York
$2.34M -$26.3K -513 -1%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$2.33M -$123K -2,401 -5%
IFWM
36
Institute for Wealth Management
Colorado
$2.06M +$51 +1 +0%
MCM
37
MAI Capital Management
Ohio
$1.94M -$26K -508 -1%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.72M -$211K -4,112 -11%
JWCA
39
J.W. Cole Advisors
Florida
$1.68M -$56.4K -1,102 -3%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.59M -$2.1M -41,105 -57%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$1.43M -$39.7K -775 -3%
SWA
42
Strategies Wealth Advisors
Michigan
$1.21M +$666 +13 +0.1%
MMA
43
Miracle Mile Advisors
California
$1.17M -$9.06K -177 -0.8%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$1.17M +$36.2K +707 +3%
IFG
45
Independent Financial Group
California
$1.15M +$11.7K +228 +1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$1.01M +$152K +2,975 +18%
CIAS
47
CFS Investment Advisory Services
New Jersey
$1M -$5.38K -105 -0.5%
MFG
48
Merit Financial Group
Georgia
$959K -$1.06M -20,785 -53%
Ameriprise
49
Ameriprise
Minnesota
$906K -$37.9K -741 -4%
Lido Advisors
50
Lido Advisors
California
$875K +$23.3K +456 +3%

PFM Hedge Fund Activity: Q4 2025 in Review

129 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2025, worth a combined $411M — up 5.4% from $390M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFM positions and 8 closed out — a net gain of 8 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $10.1M. The largest seller was Royal Bank of Canada, cutting an estimated $2.19M.

  • 129 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2025, up from 121 in Q3 2025.
  • Funds reported $411M of Invesco Dividend Achievers ETF stock for Q4 2025, up 5.4% quarter-over-quarter.
  • 16 funds opened new Invesco Dividend Achievers ETF positions in Q4 2025 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2025 was BlackRock, an estimated $10.1M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2025.