Invesco Dividend Achievers ETF
PFM
121 hedge funds and large institutions have $390M invested in Invesco Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 7 closing their positions.
3% more capital invested
Capital invested by funds: $379M → $390M (+$11.5M)
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
1.32% less ownership
Funds ownership: 53.93% → 52.61% (-1.3%)
5% less funds holding
Funds holding: 128 → 121 (-7)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$2.24M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.94M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$829K |
| 4 |
Goldman Sachs
New York
|
+$812K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$6.97M |
| 2 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
-$2.49M |
| 3 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
-$1.11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$984K |
| 5 |
HCM
Hilton Capital Management
Garden City,
New York
|
-$966K |
PFM Hedge Fund Activity: Q3 2025 in Review
121 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q3 2025, worth a combined $390M — up 3% from $379M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PFM and 6 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 39 added.
The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $2.24M. The largest seller was LPL Financial, cutting an estimated $6.97M.
- 121 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q3 2025, down from 128 in Q2 2025.
- Funds reported $390M of Invesco Dividend Achievers ETF stock for Q3 2025, up 3% quarter-over-quarter.
- 6 funds opened new Invesco Dividend Achievers ETF positions in Q3 2025 and 7 closed out, a net change of -1 holder.
- The largest Invesco Dividend Achievers ETF buyer in Q3 2025 was Kingswood Wealth Advisors, an estimated $2.24M added.
- The largest Invesco Dividend Achievers ETF seller in Q3 2025 was LPL Financial, an estimated $6.97M sold.
Based on aggregated 13F filings for Q3 2025.