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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
AWM
76
Axxcess Wealth Management
California
$374K +$1.03K +22 +0.3%
BMWM
77
Brown Miller Wealth Management
Virginia
$374K +$382K +8,165 New
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$372K +$93 +2 +0%
CWM
79
Connecticut Wealth Management
Connecticut
$367K +$375K +8,025 New
NA
80
NewEdge Advisors
Louisiana
$353K -$61.7K -1,320 -15%
IWM
81
IHT Wealth Management
Illinois
$353K +$69.2K +1,480 +24%
TC
82
TownSquare Capital
Utah
$348K +$47K +1,005 +15%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$335K +$795 +17 +0.2%
KAS
84
Kestra Advisory Services
Texas
$317K -$48K -1,027 -13%
PWM
85
PMG Wealth Management
Illinois
$306K – – –
PTC
86
Private Trust Company
Ohio
$295K -$19.8K -423 -6%
First Manhattan
87
First Manhattan
New York
$293K – – –
GLA
88
Good Life Advisors
Pennsylvania
$290K +$8.88K +190 +3%
CT
89
Caldwell Trust
Florida
$281K – – –
CAM
90
Carret Asset Management
New York
$275K – – –
RA
91
Rodgers & Associates
Pennsylvania
$270K – – –
NFA
92
Northwest Financial Advisors
Virginia
$250K – – –
XF
93
XML Financial
Maryland
$244K +$795 +17 +0.3%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$238K -$70.8K -1,514 -23%
IWC
95
Integrated Wealth Concepts
Massachusetts
$236K -$667K -14,280 -73%
FGG
96
Financial Guidance Group
Florida
$234K – – –
GWA
97
Genesis Wealth Advisors
Massachusetts
$225K -$44.1K -944 -16%
EFS
98
Essex Financial Services
Connecticut
$224K – – –
RWM
99
Revisor Wealth Management
Ohio
$214K +$218K +4,664 New
MWM
100
Modera Wealth Management
New Jersey
$206K – – –
2 3
4
5 6

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.