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Invesco Dividend Achievers ETF

127 hedge funds and large institutions have $378M 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, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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: 10 (-1)

Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
101
Guardian Wealth Advisors (North Carolina)
North Carolina
$121K
NWM
102
Nova Wealth Management
Florida
$109K
CIAS
103
Capital Investment Advisory Services
North Carolina
$93.9K
NS
104
NBC Securities
Alabama
$79K
FFA
105
Founders Financial Alliance
North Carolina
$73.2K
GWM
106
Geneos Wealth Management
Colorado
$68.6K
AAMA
107
Advanced Asset Management Advisors
Ohio
$66.5K
ACA
108
American Capital Advisory
Idaho
$65.4K
TFGT
109
TS Financial Group (TSFG)
Illinois
$58K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.6K
GSWM
111
Golden State Wealth Management
California
$50.8K
HI
112
Harbour Investments
Wisconsin
$50.2K
T
113
Tidemark
California
$38.9K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$33K
SWM
115
Spire Wealth Management
Virginia
$32.7K
WB
116
Webster Bank
Connecticut
$27.5K
Comerica Bank
117
Comerica Bank
Texas
$26.3K
GRP
118
Global Retirement Partners
California
$24.9K
LFA
119
LGT Financial Advisors
Texas
$24.1K
PA
120
Parallel Advisors
California
$17.9K
BFO
121
Biltmore Family Office
North Carolina
$17K
BL
122
BFSG LLC
California
$14.1K
IHWM
123
Iron Horse Wealth Management
Iowa
$9.83K
Russell Investments Group
124
Russell Investments Group
United Kingdom
$8.62K
AssetMark Inc
125
AssetMark Inc
California
$5.35K