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Invesco Dividend Achievers ETF

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: 121129 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$100K
AC
102
AlphaCore Capital
California
$98.7K +$98.1K +1,916 New
IAIM
103
International Assets Investment Management
Florida
$86K +$85.5K +1,670 New
NS
104
NBC Securities
Alabama
$85K
Allspring Global Investments
105
Allspring Global Investments
North Carolina
$83.2K +$81.9K +1,600 New
FFA
106
Founders Financial Alliance
North Carolina
$80.9K
GWM
107
Geneos Wealth Management
Colorado
$73.4K
ACA
108
American Capital Advisory
Idaho
$69.9K
TFGT
109
TS Financial Group (TSFG)
Illinois
$63K +$205 +4 +0.3%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60.5K
SIS
111
Sound Income Strategies
Florida
$59K +$57.1K +1,115 New
GSWM
112
Golden State Wealth Management
California
$54.2K -$51 -1 -0.1%
AAMA
113
Advanced Asset Management Advisors
Ohio
$35.5K -$35.3K -690 -50%
SWM
114
Spire Wealth Management
Virginia
$35.2K +$102 +2 +0.3%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$35K
SAG
116
SageView Advisory Group
California
$30.8K +$30.6K +598 New
WB
117
Webster Bank
Connecticut
$29.4K
Comerica Bank
118
Comerica Bank
Texas
$28.2K
T
119
Tidemark
California
$27.7K -$15.5K -303 -36%
LFA
120
LGT Financial Advisors
Texas
$25.8K
EB
121
Eastern Bank
Massachusetts
$22.5K +$22.3K +436 New
GRP
122
Global Retirement Partners
California
$20.8K
BL
123
BFSG LLC
California
$15.1K
Russell Investments Group
124
Russell Investments Group
United Kingdom
$14.5K
PA
125
Parallel Advisors
California
$12.4K -$6.76K -132 -35%

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.