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Invesco Dividend Achievers ETF

129 hedge funds and large institutions have $411M invested in Invesco Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

7% more funds holding

Funds holding: 121129 (+8)

5% more capital invested

Capital invested by funds: $390M → $411M (+$21M)

2.12% more ownership

Funds ownership: 52.61%54.73% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

Holders
129
Holders Change
+8
Holders Change %
+6.61%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
37
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$93.2M -$808K -15,773 -0.9%
Raymond James Financial
2
Raymond James Financial
Florida
$44.6M +$1.12M +21,777 +3%
Morgan Stanley
3
Morgan Stanley
New York
$38.3M +$1.03M +20,084 +3%
FAM
4
Flaharty Asset Management
Florida
$25.8M +$73K +1,425 +0.3%
CA
5
Clearstead Advisors
Ohio
$21.4M -$108K -2,102 -0.5%
Bank of America
6
Bank of America
North Carolina
$14.3M +$124K +2,417 +0.9%
Wells Fargo
7
Wells Fargo
California
$10.6M -$208K -4,062 -2%
BlackRock
8
BlackRock
New York
$10.2M +$10.1M +197,452 New
Jones Financial Companies
9
Jones Financial Companies
Missouri
$9.23M +$1.58M +30,904 +21%
CPC
10
Consolidated Planning Corp
Georgia
$7.85M +$7.81M +152,434 New
NRI
11
NFP Retirement Inc
California
$5.91M +$5.58K +109 +0.1%
FFN
12
Focus Financial Network
Minnesota
$5.84M +$13.3K +259 +0.2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$5.19M -$44.6K -871 -0.9%
TWC
14
TD Waterhouse Canada
Ontario, Canada
$5.13M +$254K +4,955 +5%
CL
15
Choreo LLC
Illinois
$4.93M -$528K -10,315 -10%
CFG
16
Citizens Financial Group
Rhode Island
$4.93M -$998K -19,486 -17%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.82M +$19.4K +378 +0.4%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$4.48M +$74K +1,445 +2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.25M -$29.3K -572 -0.7%
UBS Group
20
UBS Group
Switzerland
$3.88M -$12.1K -236 -0.3%
CW
21
CreativeOne Wealth
Kansas
$3.84M +$74.8K +1,460 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.65M -$2.19M -42,847 -38%
Mariner
23
Mariner
Kansas
$3.55M +$97.6K +1,907 +3%
EH
24
Equitable Holdings
New York
$3.54M +$431K +8,419 +14%
EAM
25
Everstar Asset Management
North Carolina
$3.24M +$307K +5,997 +11%

PFM Hedge Fund Activity: Q4 2025 in Review

129 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dividend Achievers ETF (PFM) for Q4 2025, worth a combined $411M — up 5.4% from $390M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFM positions and 8 closed out — a net gain of 8 holders — while 37 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $10.1M. The largest seller was Royal Bank of Canada, cutting an estimated $2.19M.

  • 129 institutional investors held Invesco Dividend Achievers ETF (PFM) as of Q4 2025, up from 121 in Q3 2025.
  • Funds reported $411M of Invesco Dividend Achievers ETF stock for Q4 2025, up 5.4% quarter-over-quarter.
  • 16 funds opened new Invesco Dividend Achievers ETF positions in Q4 2025 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Dividend Achievers ETF buyer in Q4 2025 was BlackRock, an estimated $10.1M added.
  • The largest Invesco Dividend Achievers ETF seller in Q4 2025 was Royal Bank of Canada, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2025.