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Invesco Dividend Achievers ETF
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Overview Fund Activity

125 hedge funds and large institutions have $353M invested in Invesco Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
39
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$94.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.8M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$6.68M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.28M
5
TWC
5
TD Waterhouse Canada
Ontario, Canada
$4.61M

Top Sellers

1
FAM
1
Flaharty Asset Management
Florida
$0
2
AWS
2
Atria Wealth Solutions
New York
$269K
3
Wells Fargo
3
Wells Fargo
California
$9.78M
4
SW
4
SteelPeak Wealth
California
$833K
5
AIA
5
Arrow Investment Advisors
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$94.8M +$14.6M +302,717 +18%
Raymond James Financial
2
Raymond James Financial
Florida
$40.8M +$173K +3,596 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$34.8M +$2.49M +51,646 +8%
CA
4
Clearstead Advisors
Ohio
$20.5M -$234K -4,861 -1%
Bank of America
5
Bank of America
North Carolina
$13.2M -$41K -852 -0.3%
Wells Fargo
6
Wells Fargo
California
$9.78M -$10.9M -225,630 -53%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$6.68M +$1.42M +29,733 +27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.86M -$70.1K -1,455 -1%
CFG
9
Citizens Financial Group
Rhode Island
$5.75M -$4K -83 -0.1%
NRI
10
NFP Retirement Inc
California
$5.53M -$24.1K -500 -0.4%
FFN
11
Focus Financial Network
Minnesota
$5.46M +$22.1K +459 +0.4%
CL
12
Choreo LLC
Illinois
$5.08M -$5.35K -111 -0.1%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$5.07M -$49.4K -1,026 -1%
APWA
14
Atlas Private Wealth Advisors
New Jersey
$4.72M -$579K -12,020 -11%
TWC
15
TD Waterhouse Canada
Ontario, Canada
$4.61M +$1.24M +25,516 +37%
UBS Group
16
UBS Group
Switzerland
$4.6M -$319K -6,628 -6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.13M -$201K -4,168 -5%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.09M -$109K -2,258 -3%
CW
19
CreativeOne Wealth
Kansas
$3.34M +$284K +5,897 +9%
Mariner
20
Mariner
Kansas
$3.27M +$39K +810 +1%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.18M +$93.6K +1,943 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.63M +$132K +2,743 +5%
CAGAS
23
Capital Advisory Group Advisory Services
Minnesota
$2.62M -$44.4K -921 -2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.59M -$1.15M -23,813 -31%
EH
25
Equitable Holdings
New York
$2.56M +$73.8K +1,532 +3%
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