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Invesco Dividend Achievers ETF

135 hedge funds and large institutions have $388M invested in Invesco Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more funds holding

Funds holding: 129135 (+6)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

1.21% less ownership

Funds ownership: 54.73%53.52% (-1.2%)

6% less capital invested

Capital invested by funds: $411M → $388M (-$23.1M)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
41
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
76
Summit Wealth Group (Colorado)
Colorado
$362K +$373K +7,094 New
PWM
77
PMG Wealth Management
Illinois
$331K
First Manhattan
78
First Manhattan
New York
$327K
Charles Schwab
79
Charles Schwab
California
$326K -$94.6K -1,798 -22%
CT
80
Caldwell Trust
Florida
$314K
SA
81
Sovran Advisors
California
$309K +$11.7K +222 +4%
CAM
82
Carret Asset Management
New York
$307K
RA
83
Rodgers & Associates
Pennsylvania
$301K
PTC
84
Private Trust Company
Ohio
$300K -$8.05K -153 -3%
SA
85
Sanctuary Advisors
Indiana
$296K +$474 +9 +0.2%
GAM
86
Gotham Asset Management
New York
$289K +$297K +5,649 New
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$287K +$210K +4,000 +250%
NA
88
NewEdge Advisors
Louisiana
$284K
EB
89
Eastern Bank
Massachusetts
$281K +$267K +5,066 +1,162%
IWM
90
IHT Wealth Management
Illinois
$264K -$33.6K -639 -11%
FGG
91
Financial Guidance Group
Florida
$262K
CWM
92
Connecticut Wealth Management
Connecticut
$255K
RWM
93
Revisor Wealth Management
Ohio
$238K
BFP
94
Briaud Financial Planning
Texas
$234K
IWC
95
Integrated Wealth Concepts
Massachusetts
$232K +$239K +4,534 New
MWM
96
Modera Wealth Management
New Jersey
$223K -$7.37K -140 -3%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$221K -$298K -5,672 -57%
HTC
98
Haverford Trust Company
Pennsylvania
$213K
BlackRock
99
BlackRock
New York
$203K -$10.2M -193,474 -98%
FFA
100
Farther Finance Advisors
California
$194K