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Invesco Dividend Achievers ETF

135 hedge funds and large institutions have $388M invested in Invesco Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

5% more funds holding

Funds holding: 129135 (+6)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

1.21% less ownership

Funds ownership: 54.73%53.52% (-1.2%)

6% less capital invested

Capital invested by funds: $411M → $388M (-$23.1M)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
15
Increased
41
Reduced
41
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$94.2M +$1.74M +33,108 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$47M +$2.79M +53,105 +6%
Morgan Stanley
3
Morgan Stanley
New York
$34.5M -$3.68M -69,941 -9%
FAM
4
Flaharty Asset Management
Florida
$25.5M -$79.3K -1,507 -0.3%
Bank of America
5
Bank of America
North Carolina
$13.7M -$508K -9,656 -3%
CA
6
Clearstead Advisors
Ohio
$11.7M -$9.79M -186,112 -45%
Wells Fargo
7
Wells Fargo
California
$11.1M +$566K +10,764 +5%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$10.5M +$1.54M +29,360 +16%
NRI
9
NFP Retirement Inc
California
$5.81M -$63.5K -1,207 -1%
FFN
10
Focus Financial Network
Minnesota
$5.79M -$10.6K -201 -0.2%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$5.12M -$24.9K -473 -0.5%
CFG
12
Citizens Financial Group
Rhode Island
$4.9M +$10.3K +196 +0.2%
CL
13
Choreo LLC
Illinois
$4.79M -$71.4K -1,356 -1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.67M -$115K -2,188 -2%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.43M -$14.1K -267 -0.3%
TWC
16
TD Waterhouse Canada
Ontario, Canada
$4.27M -$858K -16,305 -16%
EH
17
Equitable Holdings
New York
$4.16M +$633K +12,025 +18%
UBS Group
18
UBS Group
Switzerland
$4.14M +$296K +5,634 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4M -$224K -4,250 -5%
CW
20
CreativeOne Wealth
Kansas
$3.97M +$173K +3,293 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.78M +$164K +3,114 +4%
EAM
22
Everstar Asset Management
North Carolina
$3.6M +$391K +7,424 +12%
Mariner
23
Mariner
Kansas
$3.58M +$55.1K +1,047 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.46M +$3.56M +67,700 New
Osaic Holdings
25
Osaic Holdings
Arizona
$2.98M +$82.6K +1,569 +3%