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Invesco Dividend Achievers ETF
PFM

129 hedge funds and large institutions have $411M invested in Invesco Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 121 → 129 (+8)

5% more capital invested

Capital invested by funds: $390M → $411M (+$21M)

2.12% more ownership

Funds ownership: 52.61% → 54.73% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
37
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.1M
2
CPC
Consolidated Planning Corp
Georgia
+$7.81M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.58M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.12M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.19M
2
Goldman Sachs
Goldman Sachs
New York
-$2.18M
3
MML Investors Services
MML Investors Services
Massachusetts
-$2.1M
4
MFG
Merit Financial Group
Georgia
-$1.06M
5
CFG
Citizens Financial Group
Rhode Island
-$998K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
76
PMG Wealth Management
Illinois
$334K – – –
First Manhattan
77
First Manhattan
New York
$330K – – –
FFS
78
Founders Financial Securities
Maryland
$319K +$317K +6,198 New
CT
79
Caldwell Trust
Florida
$317K – – –
PTC
80
Private Trust Company
Ohio
$310K – – –
CAM
81
Carret Asset Management
New York
$309K – – –
RA
82
Rodgers & Associates
Pennsylvania
$304K – – –
IWM
83
IHT Wealth Management
Illinois
$299K -$12.3K -240 -4%
SA
84
Sanctuary Advisors
Indiana
$298K +$461 +9 +0.2%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$294K +$26.9K +525 +10%
SA
86
Sovran Advisors
California
$290K +$12.5K +244 +5%
NA
87
NewEdge Advisors
Louisiana
$286K -$13.7K -267 -5%
FGG
88
Financial Guidance Group
Florida
$264K – – –
XF
89
XML Financial
Maryland
$262K +$768 +15 +0.3%
CWM
90
Connecticut Wealth Management
Connecticut
$258K – – –
RWM
91
Revisor Wealth Management
Ohio
$246K – – –
BFP
92
Briaud Financial Planning
Texas
$236K – – –
MWM
93
Modera Wealth Management
New Jersey
$232K – – –
Citadel Advisors
94
Citadel Advisors
Florida
$223K +$222K +4,330 New
HTC
95
Haverford Trust Company
Pennsylvania
$215K – – –
FFA
96
Farther Finance Advisors
California
$195K – – –
AF
97
Allworth Financial
California
$164K +$205 +4 +0.1%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$148K – – –
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$133K +$133K +2,591 New
NWM
100
Nova Wealth Management
Florida
$116K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q4 2025 in Review

129 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2025, worth a combined $411M — up 5.4% from $390M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFM positions and 8 closed out — a net gain of 8 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $10.1M. The largest seller was Royal Bank of Canada, cutting an estimated $2.19M.

  • 129 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2025, up from 121 in Q3 2025.
  • Funds reported $411M of Invesco Dividend Achievers ETF stock for Q4 2025, up 5.4% quarter-over-quarter.
  • 16 funds opened new Invesco Dividend Achievers ETF positions in Q4 2025 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2025 was BlackRock, an estimated $10.1M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2025.