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Invesco Dividend Achievers ETF
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Overview Fund Activity

125 hedge funds and large institutions have $353M invested in Invesco Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
39
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$94.8M
2
Morgan Stanley
Morgan Stanley
New York
$34.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.68M
4
Goldman Sachs
Goldman Sachs
New York
$1.28M
5
TWC
TD Waterhouse Canada
Ontario, Canada
$4.61M

Top Sellers

1
FAM
Flaharty Asset Management
Florida
$0
2
AWS
Atria Wealth Solutions
New York
$269K
3
Wells Fargo
Wells Fargo
California
$9.78M
4
SW
SteelPeak Wealth
California
$833K
5
AIA
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
PMG Wealth Management
Illinois
$312K -$9.63K -200 -3%
First Manhattan
77
First Manhattan
New York
$308K – – –
NA
78
NewEdge Advisors
Louisiana
$307K -$64.1K -1,331 -17%
PTC
79
Private Trust Company
Ohio
$290K -$20.4K -423 -7%
CAM
80
Carret Asset Management
New York
$289K – – –
RA
81
Rodgers & Associates
Pennsylvania
$284K – – –
AWS
82
Atria Wealth Solutions
New York
$269K -$11.1M -230,018 -98%
NFA
83
Northwest Financial Advisors
Virginia
$264K – – –
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$263K +$263K +5,454 New
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$250K -$241 -5 -0.1%
FGG
86
Financial Guidance Group
Florida
$247K – – –
XF
87
XML Financial
Maryland
$244K -$13.4K -278 -5%
CWM
88
Connecticut Wealth Management
Connecticut
$241K -$146K -3,025 -38%
EFS
89
Essex Financial Services
Connecticut
$236K – – –
SA
90
Sovran Advisors
California
$231K +$231K +4,749 New
RWM
91
Revisor Wealth Management
Ohio
$228K – – –
IWC
92
Integrated Wealth Concepts
Massachusetts
$224K -$24.5K -508 -10%
MWM
93
Modera Wealth Management
New Jersey
$217K – – –
HTC
94
Haverford Trust Company
Pennsylvania
$201K +$201K +4,170 New
FFA
95
Farther Finance Advisors
California
$192K – – –
BFP
96
Briaud Financial Planning
Texas
$187K +$187K +3,890 New
Citigroup
97
Citigroup
New York
$143K – – –
AF
98
Allworth Financial
California
$125K +$96 +2 +0.1%
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K – – –
NWM
100
Nova Wealth Management
Florida
$109K -$13.1K -271 -11%
2 3
4
5 6