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Invesco Dividend Achievers ETF
PFM

128 hedge funds and large institutions have $379M invested in Invesco Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $377M → $379M (+$1.4M)

0.96% less ownership

Funds ownership: 54.88% → 53.93% (-0.96%)

3% less funds holding

Funds holding: 132 → 128 (-4)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
41
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$13.8M
2
Morgan Stanley
Morgan Stanley
New York
+$2.36M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.36M
4
Goldman Sachs
Goldman Sachs
New York
+$1.21M
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$10.5M
2
Wells Fargo
Wells Fargo
California
-$10.3M
3
SW
SteelPeak Wealth
California
-$6.17M
4
AIA
Arrow Investment Advisors
Maryland
-$3.48M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
76
Good Life Advisors
Pennsylvania
$348K +$41.3K +905 +14%
KAS
77
Kestra Advisory Services
Texas
$320K -$12.8K -281 -4%
PWM
78
PMG Wealth Management
Illinois
$312K -$9.13K -200 -3%
First Manhattan
79
First Manhattan
New York
$308K – – –
NA
80
NewEdge Advisors
Louisiana
$307K -$60.8K -1,331 -17%
CT
81
Caldwell Trust
Florida
$296K – – –
PTC
82
Private Trust Company
Ohio
$290K -$19.3K -423 -7%
CAM
83
Carret Asset Management
New York
$289K – – –
RA
84
Rodgers & Associates
Pennsylvania
$284K – – –
AWS
85
Atria Wealth Solutions
New York
$269K -$10.5M -230,018 -98%
NFA
86
Northwest Financial Advisors
Virginia
$264K – – –
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$263K +$249K +5,454 New
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$250K -$228 -5 -0.1%
FGG
89
Financial Guidance Group
Florida
$247K – – –
XF
90
XML Financial
Maryland
$244K -$12.7K -278 -5%
CWM
91
Connecticut Wealth Management
Connecticut
$241K -$138K -3,025 -38%
EFS
92
Essex Financial Services
Connecticut
$236K – – –
SA
93
Sovran Advisors
California
$231K +$217K +4,749 New
RWM
94
Revisor Wealth Management
Ohio
$228K – – –
IWC
95
Integrated Wealth Concepts
Massachusetts
$224K -$23.2K -508 -10%
MWM
96
Modera Wealth Management
New Jersey
$217K – – –
HTC
97
Haverford Trust Company
Pennsylvania
$201K +$190K +4,170 New
FFA
98
Farther Finance Advisors
California
$192K – – –
BFP
99
Briaud Financial Planning
Texas
$187K +$178K +3,890 New
Citigroup
100
Citigroup
New York
$143K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q2 2025 in Review

128 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q2 2025, worth a combined $379M — up 0.37% from $377M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PFM and 9 opened new positions — a net loss of 4 holders — while 48 trimmed existing stakes and 41 added.

The largest buyer was LPL Financial, adding an estimated $13.8M. The largest seller was Atria Wealth Solutions, cutting an estimated $10.5M.

  • 128 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q2 2025, down from 132 in Q1 2025.
  • Funds reported $379M of Invesco Dividend Achievers ETF stock for Q2 2025, up 0.37% quarter-over-quarter.
  • 9 funds opened new Invesco Dividend Achievers ETF positions in Q2 2025 and 13 closed out, a net change of -4 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q2 2025 was LPL Financial, an estimated $13.8M added.
  • The largest Invesco Dividend Achievers ETF seller in Q2 2025 was Atria Wealth Solutions, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2025.