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Invesco Dividend Achievers ETF
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Overview Fund Activity

129 hedge funds and large institutions have $376M invested in Invesco Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 10 closing their positions.

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
10
Increased
52
Reduced
37
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$6.98M
2
LPL Financial
2
LPL Financial
California
$76.2M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$4.99M
4
Wells Fargo
4
Wells Fargo
California
$19.6M
5
TC
5
Truvestments Capital
Florida
$766K

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$21.6M
2
Citigroup
2
Citigroup
New York
$136K
3
SWP
3
Stratos Wealth Partners
Ohio
$1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.85M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$236K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$76.2M 1,664,500 +67,993 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$38.6M 842,683 +9,839 +1%
Morgan Stanley
3
Morgan Stanley
New York
$30.7M 669,914 -12,966 -2%
FAM
4
Flaharty Asset Management
Florida
$21.6M 472,349 -326,297 -41%
CA
5
Clearstead Advisors
Ohio
$19.7M 431,127 -8,504 -2%
Wells Fargo
6
Wells Fargo
California
$19.6M 428,726 +37,007 +9%
Bank of America
7
Bank of America
North Carolina
$12.6M 274,405 +4,519 +2%
AWS
8
Atria Wealth Solutions
New York
$10.8M 235,612 +3,014 +1%
SW
9
SteelPeak Wealth
California
$6.98M 152,414 +95,467 +168%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.64M 123,167 -2,063 -2%
CFG
11
Citizens Financial Group
Rhode Island
$5.47M 119,460 +385 +0.3%
NRI
12
NFP Retirement Inc
California
$5.28M 115,308 +3,986 +4%
FFN
13
Focus Financial Network
Minnesota
$5.17M 112,919 +391 +0.3%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$5.03M 109,931 -9,290 -8%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.99M 110,122 +41,944 +62%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.87M 106,360 -857 -0.8%
CL
17
Choreo LLC
Illinois
$4.83M 105,521 -1,485 -1%
UBS Group
18
UBS Group
Switzerland
$4.68M 102,205 +10,910 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.11M 89,866 -4,340 -5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$3.99M 87,196 +7,830 +10%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.55M 77,654 +1,098 +1%
AIA
22
Arrow Investment Advisors
Maryland
$3.48M 76,005 -6,441 -8%
TWC
23
TD Waterhouse Canada
Ontario, Canada
$3.18M 69,571 +7,511 +12%
Mariner
24
Mariner
Kansas
$3.07M 67,079 -468 -0.7%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.94M 64,119 +1,111 +2%
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