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Invesco Dividend Achievers ETF
PFM

132 hedge funds and large institutions have $377M invested in Invesco Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.42% less ownership

Funds ownership: 55.31% → 54.88% (-0.42%)

1% less funds holding

Funds holding: 133 → 132 (-1)

64% less capital invested

Capital invested by funds: $1.04B → $377M (-$661M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
132
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
53
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$4.46M
2
LPL Financial
LPL Financial
California
+$3.18M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.96M
4
Wells Fargo
Wells Fargo
California
+$1.73M
5
TC
Truvestments Capital
Florida
+$782K

Top Sellers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
-$15.3M
2
Citigroup
Citigroup
New York
-$4.93M
3
SWP
Stratos Wealth Partners
Ohio
-$3.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.45M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hilton Capital Management
New York
$918K +$137K +2,931 +17%
Ameriprise
52
Ameriprise
Minnesota
$901K -$351K -7,514 -28%
Stifel Financial
53
Stifel Financial
Missouri
$893K -$30.1K -644 -3%
CIAS
54
CFS Investment Advisory Services
New Jersey
$846K +$61.3K +1,311 +8%
FHA
55
Flagship Harbor Advisors
Massachusetts
$788K -$45.5K -973 -5%
TC
56
Truvestments Capital
Florida
$766K +$782K +16,736 New
Citadel Advisors
57
Citadel Advisors
Florida
$743K +$758K +16,224 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$715K +$482K +10,312 +194%
MFG
59
Merit Financial Group
Georgia
$684K +$698K +14,939 New
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$649K – – –
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$641K +$9.07K +194 +1%
BDFN
62
Bond & Devick Financial Network
Minnesota
$621K – – –
Deutsche Bank
63
Deutsche Bank
Germany
$591K – – –
SCTC
64
Sanibel Captiva Trust Company
Florida
$575K -$30.4K -650 -5%
Brown Advisory
65
Brown Advisory
Maryland
$558K – – –
ASN
66
Advisory Services Network
Georgia
$539K +$33.4K +715 +6%
WA
67
WBH Advisory
Maryland
$514K -$21.2K -453 -4%
HIM
68
Hanlon Investment Management
New Jersey
$474K -$58.8K -1,258 -11%
Creative Planning
69
Creative Planning
Kansas
$423K +$514 +11 +0.1%
EWA
70
EP Wealth Advisors
California
$415K – – –
ACA
71
Aptus Capital Advisors
Alabama
$414K – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$405K +$47.8K +1,022 +13%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$396K -$91.3K -1,954 -18%
CWM
74
Congress Wealth Management
Massachusetts
$393K +$401K +8,588 New
Charles Schwab
75
Charles Schwab
California
$382K – – –
1 2
3
4 5

PFM Hedge Fund Activity: Q1 2025 in Review

132 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2025, worth a combined $377M — down 64% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFM positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 37 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $4.46M. The largest seller was Flaharty Asset Management, cutting an estimated $15.3M.

  • 132 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $377M of Invesco Dividend Achievers ETF stock for Q1 2025, down 64% quarter-over-quarter.
  • 11 funds opened new Invesco Dividend Achievers ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2025 was SteelPeak Wealth, an estimated $4.46M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2025 was Flaharty Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2025.