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Invesco Dividend Achievers ETF
PFM

132 hedge funds and large institutions have $377M invested in Invesco Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 53 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 37

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

0.42% less ownership

Funds ownership: 55.31% → 54.88% (-0.42%)

1% less funds holding

Funds holding: 133 → 132 (-1)

64% less capital invested

Capital invested by funds: $1.04B → $377M (-$661M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
132
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
11
Increased
53
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$4.46M
2
LPL Financial
LPL Financial
California
+$3.18M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.96M
4
Wells Fargo
Wells Fargo
California
+$1.73M
5
TC
Truvestments Capital
Florida
+$782K

Top Sellers

Rank Fund Capital Flow
1
FAM
Flaharty Asset Management
Florida
-$15.3M
2
Citigroup
Citigroup
New York
-$4.93M
3
SWP
Stratos Wealth Partners
Ohio
-$3.01M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.45M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$667K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Gibbs Wealth Management
Georgia
$202K +$206K +4,403 New
FFA
102
Farther Finance Advisors
California
$182K – – –
Comerica Bank
103
Comerica Bank
Texas
$151K – – –
Citigroup
104
Citigroup
New York
$136K -$4.93M -105,499 -97%
GWM
105
Geneos Wealth Management
Colorado
$130K +$66.6K +1,425 +100%
NWM
106
Nova Wealth Management
Florida
$116K -$5.61K -120 -5%
AF
107
Allworth Financial
California
$116K +$93 +2 +0.1%
GWANC
108
Guardian Wealth Advisors (North Carolina)
North Carolina
$115K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$111K -$105K -2,240 -48%
CIAS
110
Capital Investment Advisory Services
North Carolina
$89.3K – – –
GSWM
111
Golden State Wealth Management
California
$85.2K -$13.6K -290 -13%
NS
112
NBC Securities
Alabama
$75K +$77.1K +1,649 +164,900%
FFA
113
Founders Financial Alliance
North Carolina
$69.6K – – –
AAMA
114
Advanced Asset Management Advisors
Ohio
$63.2K – – –
ACA
115
American Capital Advisory
Idaho
$62.2K – – –
TFGT
116
TS Financial Group (TSFG)
Illinois
$55K +$234 +5 +0.4%
T
117
Tidemark
California
$54.1K +$4.49K +96 +9%
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.8K – – –
HI
119
Harbour Investments
Wisconsin
$47.5K +$187 +4 +0.4%
SWM
120
Spire Wealth Management
Virginia
$31K +$93 +2 +0.3%
WB
121
Webster Bank
Connecticut
$26.1K – – –
LFA
122
LGT Financial Advisors
Texas
$22.9K – – –
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
PA
124
Parallel Advisors
California
$17K +$93 +2 +0.5%
BFO
125
Biltmore Family Office
North Carolina
$16.1K +$16.5K +352 New
2 3 4
5
6

PFM Hedge Fund Activity: Q1 2025 in Review

132 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q1 2025, worth a combined $377M — down 64% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFM positions and 10 closed out — a net gain of 1 holder — while 53 added to existing stakes and 37 trimmed.

The largest buyer was SteelPeak Wealth, adding an estimated $4.46M. The largest seller was Flaharty Asset Management, cutting an estimated $15.3M.

  • 132 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $377M of Invesco Dividend Achievers ETF stock for Q1 2025, down 64% quarter-over-quarter.
  • 11 funds opened new Invesco Dividend Achievers ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Dividend Achievers ETF buyer in Q1 2025 was SteelPeak Wealth, an estimated $4.46M added.
  • The largest Invesco Dividend Achievers ETF seller in Q1 2025 was Flaharty Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2025.