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Invesco Dividend Achievers ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 128121 (-7)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
121
Holders Change
-7
Holders Change %
-5.47%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
39
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$92.7M -$6.97M -141,152 -7%
Raymond James Financial
2
Raymond James Financial
Florida
$42.9M -$73.2K -1,482 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$36.8M +$143K +2,904 +0.4%
FAM
4
Flaharty Asset Management
Florida
$25.4M +$369K +7,475 +2%
CA
5
Clearstead Advisors
Ohio
$21.2M -$455K -9,212 -2%
Bank of America
6
Bank of America
North Carolina
$14M +$89.3K +1,809 +0.7%
Wells Fargo
7
Wells Fargo
California
$10.7M +$362K +7,324 +4%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$7.48M +$415K +8,410 +6%
CFG
9
Citizens Financial Group
Rhode Island
$5.84M -$208K -4,217 -4%
NRI
10
NFP Retirement Inc
California
$5.82M -$4.49K -91 -0.1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.77M -$396K -8,021 -7%
FFN
12
Focus Financial Network
Minnesota
$5.74M -$8K -162 -0.1%
CL
13
Choreo LLC
Illinois
$5.35M -$1.04K -21 -0%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$5.16M -$185K -3,738 -4%
TWC
15
TD Waterhouse Canada
Ontario, Canada
$4.83M -$18.9K -383 -0.4%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.73M +$1.94M +39,317 +73%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$4.34M +$29.2K +591 +0.7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.22M -$127K -2,564 -3%
UBS Group
19
UBS Group
Switzerland
$3.84M -$984K -19,931 -21%
CW
20
CreativeOne Wealth
Kansas
$3.71M +$181K +3,662 +5%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.65M +$293K +5,940 +9%
Mariner
22
Mariner
Kansas
$3.4M -$41.5K -840 -1%
EH
23
Equitable Holdings
New York
$3.06M +$354K +7,178 +14%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.97M +$242K +4,892 +9%
EAM
25
Everstar Asset Management
North Carolina
$2.89M +$196K +3,964 +7%