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Invesco Dividend Achievers ETF
PFM

135 hedge funds and large institutions have $388M invested in Invesco Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

5% more funds holding

Funds holding: 129 → 135 (+6)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

1.21% less ownership

Funds ownership: 54.73% → 53.52% (-1.2%)

6% less capital invested

Capital invested by funds: $411M → $388M (-$23.1M)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
41
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.56M
2
Raymond James Financial
Raymond James Financial
Florida
+$2.79M
3
SW
SteelPeak Wealth
California
+$2.36M
4
LPL Financial
LPL Financial
California
+$1.74M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.54M

Top Sellers

1
BlackRock
BlackRock
New York
-$10.2M
2
CA
Clearstead Advisors
Ohio
-$9.79M
3
CPC
Consolidated Planning Corp
Georgia
-$7.85M
4
Morgan Stanley
Morgan Stanley
New York
-$3.68M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
76
Summit Wealth Group (Colorado)
Colorado
$362K +$373K +7,094 New
PWM
77
PMG Wealth Management
Illinois
$331K – – –
First Manhattan
78
First Manhattan
New York
$327K – – –
Charles Schwab
79
Charles Schwab
California
$326K -$94.6K -1,798 -22%
CT
80
Caldwell Trust
Florida
$314K – – –
SA
81
Sovran Advisors
California
$309K +$11.7K +222 +4%
CAM
82
Carret Asset Management
New York
$307K – – –
RA
83
Rodgers & Associates
Pennsylvania
$301K – – –
PTC
84
Private Trust Company
Ohio
$300K -$8.05K -153 -3%
SA
85
Sanctuary Advisors
Indiana
$296K +$474 +9 +0.2%
GAM
86
Gotham Asset Management
New York
$289K +$297K +5,649 New
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$287K +$210K +4,000 +250%
NA
88
NewEdge Advisors
Louisiana
$284K – – –
EB
89
Eastern Bank
Massachusetts
$281K +$267K +5,066 +1,162%
IWM
90
IHT Wealth Management
Illinois
$264K -$33.6K -639 -11%
FGG
91
Financial Guidance Group
Florida
$262K – – –
CWM
92
Connecticut Wealth Management
Connecticut
$255K – – –
RWM
93
Revisor Wealth Management
Ohio
$238K – – –
BFP
94
Briaud Financial Planning
Texas
$234K – – –
IWC
95
Integrated Wealth Concepts
Massachusetts
$232K +$239K +4,534 New
MWM
96
Modera Wealth Management
New Jersey
$223K -$7.37K -140 -3%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$221K -$298K -5,672 -57%
HTC
98
Haverford Trust Company
Pennsylvania
$213K – – –
BlackRock
99
BlackRock
New York
$203K -$10.2M -193,474 -98%
FFA
100
Farther Finance Advisors
California
$194K – – –
2 3
4
5 6

PFM Hedge Fund Activity: Q1 2026 in Review

135 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2026, worth a combined $388M — down 5.6% from $411M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFM positions and 6 closed out — a net gain of 9 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.56M. The largest seller was BlackRock, cutting an estimated $10.2M.

  • 135 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2026, up from 129 in Q4 2025.
  • Funds reported $388M of Invesco Dividend Achievers ETF stock for Q1 2026, down 5.6% quarter-over-quarter.
  • 15 funds opened new Invesco Dividend Achievers ETF positions in Q1 2026 and 6 closed out, a net change of +9 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2026 was Susquehanna International Group, an estimated $3.56M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2026 was BlackRock, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2026.