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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$46.02 -0.15 (-0.32%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dividend Achievers ETF (NASDAQ:PFM)

Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$117.50M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$40.98M
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PFM Institutional Buying and Selling by Quarter

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Invesco Dividend Achievers ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/21/2025Nestegg Advisors Inc.50,907$2.42M2.4%N/A0.333%
3/17/2025 Wealth Enhancement Advisory Services LLC10,600$486K0.0%+13.9%0.069%
2/17/2025 Waverly Advisors LLC50,756$2.33M0.0%-9.5%0.332%
2/17/2025 EP Wealth Advisors LLC9,071$416K0.0%-13.7%0.059%
2/17/2025 Baird Financial Group Inc.79,366$3.64M0.0%+5.5%0.519%
2/17/2025 Bank of America Corp DE269,886$12.38M0.0%-0.6%1.765%
2/17/2025 Ameriprise Financial Inc.27,196$1.25M0.0%N/A0.178%
2/14/2025 Mercer Global Advisors Inc. ADV6,705$307K0.0%-15.8%0.044%
2/14/2025 Integrated Wealth Concepts LLC19,434$891K0.0%-2.6%0.127%
2/14/2025 IHT Wealth Management LLC6,222$285K0.0%N/A0.041%
2/14/2025 TD Waterhouse Canada Inc.62,060$2.85M0.0%+3.6%0.406%
2/14/2025 Tower Research Capital LLC TRC 4,657$214K0.0%+298.7%0.030%
2/14/2025 MML Investors Services LLC63,008$2.89M0.0%+7.3%0.412%
2/13/2025 NewEdge Advisors LLC9,030$414K0.0%+3.4%0.059%
2/13/2025 Hanlon Investment Management Inc.11,622$533K0.1%-3.3%0.076%
2/13/2025 CreativeOne Wealth LLC58,549$2.69M0.1%-1.5%0.383%
2/13/2025 Mariner LLC67,547$3.10M0.0%+7.1%0.442%
2/13/2025 Townsquare Capital LLC6,601$303K0.0%N/A0.043%
2/13/2025 Rockefeller Capital Management L.P.107,217$4.92M0.0%-0.5%0.701%
2/13/2025 NFP Retirement Inc.111,322$5.11M0.4%-0.7%0.728%
2/13/2025 Raymond James Financial Inc.832,843$38.19M0.0%N/A5.447%
2/13/2025 Advisory Services Network LLC11,061$507K0.0%-9.6%0.072%
2/13/2025 Bank of Montreal Can18,872$865K0.0%+3.3%0.123%
2/13/2025 Envestnet Asset Management Inc.114,645$5.26M0.0%+4.7%0.750%
2/13/2025 Wells Fargo & Company MN391,719$17.96M0.0%+2.6%2.562%
2/12/2025 Everstar Asset Management LLC42,021$1.93M1.4%+1.4%0.275%
2/12/2025 Dorsey Wright & Associates49,531$2.27M0.5%-1.0%0.324%
2/12/2025 JPMorgan Chase & Co.35,708$1.64M0.0%-3.0%0.234%
2/11/2025 LPL Financial LLC1,596,507$73.22M0.0%-21.6%10.442%
2/10/2025 Axxcess Wealth Management LLC8,143$373K0.0%N/A0.053%
2/10/2025 Hilton Capital Management LLC17,125$785K0.1%N/A0.112%
2/10/2025 Commonwealth Equity Services LLC94,206$4.32M0.0%+4.6%0.616%
2/10/2025 Avantax Advisory Services Inc.37,538$1.72M0.0%+3.6%0.246%
2/7/2025 HighTower Advisors LLC37,054$1.70M0.0%-1.6%0.242%
2/7/2025 Citizens Financial Group Inc. RI119,075$5.46M0.1%+0.3%0.779%
2/7/2025 Independent Advisor Alliance4,816$221K0.0%N/A0.031%
2/6/2025 Raymond James Financial Inc.832,843$38.19M0.0%N/A5.447%
2/6/2025 Steward Partners Investment Advisory LLC43,118$1.98M0.0%+1.8%0.282%
2/6/2025 Jones Financial Companies Lllp68,178$3.13M0.0%+155.7%0.446%
2/6/2025 Modera Wealth Management LLC4,495$206K0.0%N/A0.029%
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2/5/2025 Flaharty Asset Management LLC798,646$36.63M5.3%-2.6%5.223%
2/4/2025 Bank of New York Mellon Corp13,797$633K0.0%-1.5%0.090%
2/4/2025 Genesis Wealth Advisors LLC5,864$269K0.2%N/A0.038%
2/3/2025 PMG Wealth Management Inc.6,685$307K0.3%N/A0.044%
2/3/2025 Capital Advisory Group Advisory Services LLC56,346$2.58M0.9%+7.0%0.369%
2/3/2025 Private Advisor Group LLC29,393$1.35M0.0%-8.3%0.192%
2/3/2025 Good Life Advisors LLC6,139$282K0.0%-48.4%0.040%
1/31/2025 Atria Wealth Solutions Inc.232,598$10.67M0.1%+3.9%1.521%
1/31/2025 WBH Advisory Inc.11,673$535K0.0%-4.9%0.076%
1/31/2025 J.W. Cole Advisors Inc.31,090$1.43M0.1%-3.2%0.203%
1/30/2025 Allworth Financial LP2,601$123K0.0%-39.0%0.017%
1/29/2025 Consolidated Planning Corp6,694$307K0.0%N/A0.044%
1/29/2025 Focus Financial Network Inc.112,528$5.16M0.2%-3.8%0.738%
1/28/2025 Golden State Wealth Management LLC2,151$99K0.0%N/A0.014%
1/27/2025 Private Wealth Management Group LLC1,619$74K0.0%N/A0.011%
1/27/2025 Stratos Wealth Partners LTD.86,335$3.96M0.1%-32.0%0.567%
1/23/2025 Capital Investment Advisory Services LLC1,950$89K0.0%-36.2%0.013%
1/23/2025 Ibex Wealth Advisors8,597$394K0.0%N/A0.056%
1/23/2025 SteelPeak Wealth LLC56,947$2.61M0.1%+229.5%0.373%
1/21/2025 Flagship Harbor Advisors LLC18,191$834K0.0%-1.4%0.119%
1/21/2025 CFS Investment Advisory Services LLC17,174$788K0.1%+10.1%0.112%
1/21/2025 Atlas Private Wealth Advisors119,221$5.47M0.8%-6.8%0.777%
1/17/2025 Janney Montgomery Scott LLC8,127$373K0.0%+11.1%0.053%
1/17/2025 XML Financial LLC5,317$244K0.0%-10.4%0.035%
1/13/2025 Miracle Mile Advisors LLC23,773$1.09M0.0%N/A0.155%
1/10/2025 ST Germain D J Co. Inc.1,200$55K0.0%N/A0.008%
12/26/2024 JPMorgan Chase & Co.36,798$1.71M0.0%+12.3%0.241%
11/15/2024 MML Investors Services LLC58,741$2.73M0.0%+1.8%0.384%
11/15/2024 Dorsey Wright & Associates50,029$2.33M0.6%N/A0.327%
11/15/2024 Stifel Financial Corp20,255$943K0.0%+86.4%0.133%
11/15/2024 Integrated Wealth Concepts LLC19,949$929K0.0%-2.6%0.131%
11/15/2024 HighTower Advisors LLC37,651$1.75M0.0%-0.9%0.246%
11/14/2024 Rockefeller Capital Management L.P.107,780$5.02M0.0%-0.5%0.705%
11/14/2024 CreativeOne Wealth LLC59,447$2.77M0.1%+2.3%0.389%
11/12/2024 CFS Investment Advisory Services LLC15,603$726K0.1%-15.7%0.102%
11/12/2024 Charles Schwab Investment Management Inc.8,423$392K0.0%-9.0%0.055%
11/9/2024 LPL Financial LLC2,036,400$94.79M0.0%-0.4%13.327%
11/8/2024 Citizens Financial Group Inc. RI118,692$5.53M0.1%+0.6%0.777%
11/8/2024 Retireful LLC9,905$461K0.3%N/A0.065%
11/7/2024 MAI Capital Management38,755$1.80M0.0%-1.3%0.254%
11/5/2024 Simmons Bank4,300$200K0.0%N/A0.028%
11/1/2024 Atria Investments Inc5,764$268K0.0%N/A0.038%
10/31/2024 American Capital Advisory LLC1,358$63K0.0%N/A0.009%
10/30/2024 Hanlon Investment Management Inc.12,021$560K0.2%N/A0.079%
10/28/2024 Focus Financial Network Inc.116,977$5.45M0.2%-0.6%0.766%
10/24/2024 J.W. Cole Advisors Inc.32,131$1.50M0.1%-2.3%0.210%
10/24/2024 Wealth Enhancement Advisory Services LLC9,309$433K0.0%-5.6%0.061%
10/18/2024Raymond James & Associates384,769$17.91M0.0%+3.9%2.518%
10/17/2024 Stratos Wealth Partners LTD.126,968$5.91M0.1%+21.3%0.814%
10/16/2024 Good Life Advisors LLC11,898$554K0.0%+100.2%0.076%
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10/11/2024 Paladin Wealth LLC1,512$70K0.1%N/A0.010%
10/9/2024 Atlas Private Wealth Advisors127,982$5.96M0.9%-8.4%0.821%
10/9/2024 Sanibel Captiva Trust Company Inc.13,408$624K0.0%N/A0.086%
10/7/2024 EWG Elevate Inc.4,695$219K0.1%N/A0.030%
8/22/2024 Cetera Investment Advisers52,633$2.25M0.0%+11.3%0.347%
8/16/2024 Northwestern Mutual Wealth Management Co.8,267$353K0.0%-9.4%0.054%
8/16/2024 Creative Planning9,313$397K0.0%+2.8%0.061%
8/14/2024 Bank of Montreal Can17,637$756K0.0%+5.2%0.116%
8/9/2024 Citizens Financial Group Inc. RI117,939$5.03M0.1%+0.2%0.777%
8/8/2024 J.W. Cole Advisors Inc.32,902$1.40M0.1%+3.0%0.217%
(Data available from 1/1/2016 forward)

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PFM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFM shares?

During the previous two years, 125 institutional investors and hedge funds held shares of Invesco Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($73.22M), Raymond James Financial Inc. ($38.19M), Flaharty Asset Management LLC ($36.63M), Osaic Holdings Inc. ($20.92M), Raymond James Financial Services Advisors Inc. ($19.17M), Wells Fargo & Company MN ($17.96M), and Raymond James & Associates ($17.91M).Learn more on PFM's institutional investors.

Which institutional investors have been buying Invesco Dividend Achievers ETF stock?

Of the 100 institutional investors that purchased Invesco Dividend Achievers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.67M), Atlas Private Wealth Advisors ($648.50K), Osaic Holdings Inc. ($397.36K), Atria Wealth Solutions Inc. ($222.07K), Raymond James & Associates ($160.97K), Focus Financial Network Inc. ADV ($112.61K), and SteelPeak Wealth LLC ($69.17K).

How much institutional buying is happening at Invesco Dividend Achievers ETF?

Institutional investors have bought a total of 4,380,047 shares in the last 24 months. This purchase volume represents approximately $192.62M in transactions.

Which Invesco Dividend Achievers ETF major shareholders have been selling company stock?

Of the 58 institutional investors that sold Invesco Dividend Achievers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($1.39M), Atlas Private Wealth Advisors ($475.35K), Choreo LLC ($92.10K), Raymond James Financial Services Advisors Inc. ($64.61K), Stratos Wealth Partners LTD. ($47.15K), Avantax Advisory Services Inc. ($39.50K), and Mariner LLC ($36.14K).

How much institutional selling is happening at Invesco Dividend Achievers ETF?

Institutional investors have sold a total of 2,458,213 shares in the last 24 months. This volume of shares sold represents approximately $105.33M in transactions.


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This page (NASDAQ:PFM) was last updated on 3/25/2025 by MarketBeat.com Staff
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