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Invesco Dividend Achievers ETF
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Overview Fund Activity

129 hedge funds and large institutions have $376M invested in Invesco Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
10
Increased
52
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$6.98M
2
LPL Financial
2
LPL Financial
California
$76.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.99M
4
Wells Fargo
4
Wells Fargo
California
$19.6M
5
TC
5
Truvestments Capital
Florida
$766K

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$21.6M
2
Citigroup
2
Citigroup
New York
$136K
3
SWP
3
Stratos Wealth Partners
Ohio
$1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.85M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$236K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$901K 19,682 -7,514 -28%
Stifel Financial
52
Stifel Financial
Missouri
$893K 19,509 -644 -3%
CIAS
53
CFS Investment Advisory Services
New Jersey
$846K 18,485 +1,311 +8%
FHA
54
Flagship Harbor Advisors
Massachusetts
$788K 17,218 -973 -5%
TC
55
Truvestments Capital
Florida
$766K 16,736 +16,736 New
Citadel Advisors
56
Citadel Advisors
Florida
$743K 16,224 +16,224 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$715K 15,615 +10,312 +194%
MFG
58
Merit Financial Group
Georgia
$684K 14,939 +14,939 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$649K 14,170 – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$641K 13,991 +194 +1%
BDFN
61
Bond & Devick Financial Network
Minnesota
$621K 13,561 – –
Deutsche Bank
62
Deutsche Bank
Germany
$591K 12,915 – –
SCTC
63
Sanibel Captiva Trust Company
Florida
$575K 12,558 -650 -5%
Brown Advisory
64
Brown Advisory
Maryland
$558K 12,191 – –
ASN
65
Advisory Services Network
Georgia
$539K 11,776 +715 +6%
WA
66
WBH Advisory
Maryland
$514K 11,220 -453 -4%
HIM
67
Hanlon Investment Management
New Jersey
$474K 10,364 -1,258 -11%
Creative Planning
68
Creative Planning
Kansas
$423K 9,245 +11 +0.1%
EWA
69
EP Wealth Advisors
California
$415K 9,071 – –
ACA
70
Aptus Capital Advisors
Alabama
$414K 9,040 – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$405K 8,838 +1,022 +13%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$396K 8,646 -1,954 -18%
CWM
73
Congress Wealth Management
Massachusetts
$393K 8,588 +8,588 New
Charles Schwab
74
Charles Schwab
California
$382K 8,347 – –
AWM
75
Axxcess Wealth Management
California
$374K 8,165 +22 +0.3%
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3
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