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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
TC
51
Truvestments Capital
Florida
$857K -$5.79K -113 -0.7%
FHA
52
Flagship Harbor Advisors
Massachusetts
$841K -$167K -3,266 -17%
UB
53
UMB Bank
Missouri
$824K +$819K +16,000 New
CASB
54
Cape Ann Savings Bank
Massachusetts
$783K +$779K +15,205 New
EWA
55
EP Wealth Advisors
California
$772K +$768K +14,996 New
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$730K
Brown Advisory
57
Brown Advisory
Maryland
$715K
BDFN
58
Bond & Devick Financial Network
Minnesota
$698K
Deutsche Bank
59
Deutsche Bank
Germany
$665K
ASN
60
Advisory Services Network
Georgia
$635K +$102 +2 +0%
GT
61
GreatBanc Trust
Illinois
$626K
Stifel Financial
62
Stifel Financial
Missouri
$601K -$106K -2,068 -15%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$573K +$973 +19 +0.2%
SCTC
64
Sanibel Captiva Trust Company
Florida
$543K -$15.4K -300 -3%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$537K +$25.6K +500 +5%
Creative Planning
66
Creative Planning
Kansas
$530K +$24.1K +470 +5%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$523K -$8.96K -175 -2%
WA
68
WBH Advisory
Maryland
$514K -$5.89K -115 -1%
SWP
69
Stratos Wealth Partners
Ohio
$512K +$33.8K +661 +7%
ACA
70
Aptus Capital Advisors
Alabama
$466K
SW
71
SteelPeak Wealth
California
$465K +$462K +9,026 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$455K
KAS
73
Kestra Advisory Services
Texas
$453K +$104K +2,031 +30%
Charles Schwab
74
Charles Schwab
California
$422K +$4.4K +86 +1%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$413K -$6.3K -123 -2%

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.