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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$4.46M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.96M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.73M |
| 5 |
TC
Truvestments Capital
Sarasota,
Florida
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$15.3M |
| 2 |
Citigroup
New York
|
-$4.93M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$3.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.45M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$667K |
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.