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Invesco Dividend Achievers ETF

121 hedge funds and large institutions have $390M invested in Invesco Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $379M → $390M (+$11.5M)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

1.32% less ownership

Funds ownership: 53.93%52.61% (-1.3%)

5% less funds holding

Funds holding: 128121 (-7)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
39
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Caldwell Trust
Florida
$312K
IWM
77
IHT Wealth Management
Illinois
$307K -$134K -2,705 -31%
PTC
78
Private Trust Company
Ohio
$305K
CAM
79
Carret Asset Management
New York
$304K
RA
80
Rodgers & Associates
Pennsylvania
$299K
NA
81
NewEdge Advisors
Louisiana
$295K -$27.6K -559 -9%
SA
82
Sanctuary Advisors
Indiana
$294K +$286K +5,785 New
SA
83
Sovran Advisors
California
$267K +$24.5K +496 +10%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$263K
FGG
85
Financial Guidance Group
Florida
$260K
NFA
86
Northwest Financial Advisors
Virginia
$258K -$18.8K -381 -7%
XF
87
XML Financial
Maryland
$257K +$691 +14 +0.3%
CWM
88
Connecticut Wealth Management
Connecticut
$254K
RWM
89
Revisor Wealth Management
Ohio
$237K
IWC
90
Integrated Wealth Concepts
Massachusetts
$235K -$1.09K -22 -0.5%
BFP
91
Briaud Financial Planning
Texas
$232K +$33.8K +684 +18%
MWM
92
Modera Wealth Management
New Jersey
$228K
HTC
93
Haverford Trust Company
Pennsylvania
$212K
FFA
94
Farther Finance Advisors
California
$192K -$10.1K -205 -5%
AF
95
Allworth Financial
California
$162K +$28.6K +579 +22%
Citigroup
96
Citigroup
New York
$151K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$146K -$220K -4,456 -61%
NWM
98
Nova Wealth Management
Florida
$115K
CIAS
99
Capital Investment Advisory Services
North Carolina
$98.9K
NS
100
NBC Securities
Alabama
$83.7K