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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$49.78 +0.59 (+1.20%)
Closing price 08/22/2025 03:55 PM Eastern
Extended Trading
$49.76 -0.02 (-0.04%)
As of 08/22/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Dividend Achievers ETF (NASDAQ:PFM)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$114.55M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$74.75M
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PFM Institutional Buying and Selling by Quarter

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
8/19/2025 Advisory Services Network LLC12,373$599K0.0%+5.1%0.085%
8/15/2025 Captrust Financial Advisors10,417$502K0.0%-25.5%0.071%
8/15/2025 MML Investors Services LLC66,062$3.18M0.0%+3.0%0.453%
8/15/2025 IHT Wealth Management LLC8,754$422K0.0%+13.7%0.060%
8/15/2025 EP Wealth Advisors LLC7,631$368K0.0%-15.9%0.052%
8/15/2025 Bank of America Corp DE273,553$13.18M0.0%-0.3%1.876%
8/15/2025 Ameriprise Financial Inc.19,191$924K0.0%-2.5%0.132%
8/14/2025 Connecticut Wealth Management LLC5,000$241K0.0%-37.7%0.034%
8/14/2025 Raymond James Financial Inc.846,279$40.77M0.0%+0.4%5.804%
8/14/2025 NewEdge Advisors LLC6,379$307K0.0%-17.3%0.044%
8/13/2025 Baird Financial Group Inc.84,938$4.09M0.0%-2.6%0.583%
8/13/2025 Everstar Asset Management LLC52,969$2.55M1.5%+3.6%0.363%
8/12/2025 Steward Partners Investment Advisory LLC45,402$2.19M0.0%+3.6%0.311%
8/12/2025 CreativeOne Wealth LLC69,363$3.34M0.1%+9.3%0.476%
8/12/2025 MAI Capital Management38,309$1.85M0.0%-0.8%0.263%
8/12/2025 JPMorgan Chase & Co.39,665$1.91M0.0%-2.7%0.272%
8/12/2025 NFP Retirement Inc.114,808$5.53M0.4%-0.4%0.787%
8/11/2025 TD Waterhouse Canada Inc.95,087$4.61M0.0%+36.7%0.652%
8/8/2025 Rockefeller Capital Management L.P.105,334$5.07M0.0%-1.0%0.722%
8/8/2025 Cetera Investment Advisers53,841$2.59M0.0%-30.7%0.369%
8/8/2025 Good Life Advisors LLC7,234$348K0.0%+14.3%0.050%
8/7/2025 Ibex Wealth Advisors8,461$408K0.0%N/A0.058%
8/6/2025 Golden State Wealth Management LLC1,054$51K0.0%-43.4%0.007%
8/5/2025 Bank of Montreal Can21,300$1.03M0.0%+1.6%0.146%
8/5/2025 Atlas Private Wealth Advisors97,911$4.72M0.6%-10.9%0.672%
8/4/2025 Flagship Harbor Advisors LLC17,755$855K0.0%+3.1%0.122%
8/1/2025 Envestnet Asset Management Inc.9,793$472K0.0%-84.3%0.067%
7/31/2025 Briaud Financial Planning Inc3,890$187K0.1%N/A0.027%
7/30/2025 WBH Advisory Inc.10,461$504K0.0%-6.8%0.072%
7/29/2025 Stratos Wealth Partners LTD.11,888$573K0.0%-45.7%0.082%
7/29/2025 Private Trust Co. NA6,019$290K0.0%-6.6%0.041%
7/28/2025 Nestegg Advisors Inc.51,325$2.47M2.4%-1.4%0.352%
7/25/2025 Atria Wealth Solutions Inc.5,594$269K0.0%-97.6%0.038%
7/25/2025 CWM LLC689$33K0.0%+58.0%0.005%
7/23/2025 SteelPeak Wealth LLC17,283$833K0.0%-88.7%0.118%
7/18/2025 Institute for Wealth Management LLC.40,030$1.93M0.2%-0.7%0.274%
7/17/2025 XML Financial LLC5,056$244K0.0%-5.2%0.035%
7/10/2025 Wealth Enhancement Advisory Services LLC10,147$496K0.0%+17.4%0.069%
7/10/2025 Capital Advisory Group Advisory Services LLC54,293$2.62M0.9%-1.7%0.371%
7/10/2025 Focus Financial Network Inc.113,378$5.46M0.2%+0.4%0.775%
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7/10/2025 Sovran Advisors LLC4,749$231K0.0%N/A0.032%
7/7/2025 Nova Wealth Management Inc.2,258$109K0.1%-10.7%0.015%
5/20/2025 Flaharty Asset Management LLC472,349$21.62M3.1%-40.9%3.162%
5/16/2025 Jones Financial Companies Lllp5,272$241K0.0%-92.3%0.035%
5/16/2025 NewEdge Advisors LLC7,710$353K0.0%-14.6%0.052%
5/16/2025 Integrated Wealth Concepts LLC5,154$236K0.0%-73.5%0.034%
5/15/2025 Royal Bank of Canada123,167$5.64M0.0%-1.6%0.824%
5/15/2025 MAI Capital Management38,615$1.77M0.0%-0.6%0.258%
5/15/2025 Connecticut Wealth Management LLC8,025$367K0.0%N/A0.054%
5/15/2025 Baird Financial Group Inc.87,196$3.99M0.0%+9.9%0.584%
5/14/2025 Truvestments Capital LLC16,736$766K0.2%N/A0.112%
5/14/2025 CreativeOne Wealth LLC63,466$2.91M0.1%+8.4%0.425%
5/14/2025 Northwestern Mutual Wealth Management Co.8,838$405K0.0%+13.1%0.059%
5/14/2025 CW Advisors LLC8,588$393K0.0%N/A0.057%
5/13/2025 Raymond James Financial Inc.842,683$38.58M0.0%+1.2%5.640%
5/13/2025 NFP Retirement Inc.115,308$5.28M0.4%+3.6%0.772%
5/13/2025 HighTower Advisors LLC36,562$1.67M0.0%-1.3%0.245%
5/12/2025 Townsquare Capital LLC7,606$348K0.0%+15.2%0.051%
5/12/2025 WBH Advisory Inc.11,220$514K0.0%-3.9%0.075%
5/9/2025 Citizens Financial Group Inc. RI119,460$5.47M0.1%+0.3%0.800%
5/9/2025 Atria Wealth Solutions Inc.235,612$10.79M0.1%+1.3%1.577%
5/7/2025 LPL Financial LLC1,664,500$76.20M0.0%+4.3%11.141%
5/6/2025 Cetera Investment Advisers77,654$3.56M0.0%+1.4%0.520%
5/6/2025 Avantax Advisory Services Inc.38,631$1.77M0.0%+2.9%0.259%
5/6/2025 Dorsey Wright & Associates48,361$2.21M0.6%-2.4%0.324%
5/6/2025 Choreo LLC105,521$4.83M0.1%-1.4%0.706%
5/5/2025 Genesis Wealth Advisors LLC4,920$225K0.2%-16.1%0.033%
5/5/2025 J.W. Cole Advisors Inc.34,145$1.56M0.0%+9.8%0.229%
5/5/2025 Private Advisor Group LLC30,396$1.39M0.0%+3.4%0.203%
5/1/2025 SteelPeak Wealth LLC152,414$6.98M0.3%+167.6%1.020%
4/30/2025 Stratos Wealth Partners LTD.21,911$1.00M0.0%-74.6%0.147%
4/29/2025 Envestnet Asset Management Inc.62,264$2.85M0.0%-45.7%0.417%
4/29/2025 Bank of New York Mellon Corp23,411$1.07M0.0%+69.7%0.157%
4/28/2025 Revisor Wealth Management LLC4,664$214K0.1%N/A0.031%
4/28/2025 Private Trust Co. NA6,442$295K0.0%-6.2%0.043%
4/24/2025 Golden State Wealth Management LLC1,861$85K0.0%-13.5%0.012%
4/23/2025 Golden State Wealth Management LLC3,722$170K0.0%+73.0%0.025%
4/22/2025 Flagship Harbor Advisors LLC17,218$788K0.0%-5.3%0.115%
4/22/2025 Cambridge Investment Research Advisors Inc.51,892$2.38M0.0%+12.8%0.345%
4/22/2025 Arrow Investment Advisors LLC76,005$3.48M3.7%-7.8%0.506%
4/17/2025 Brown Miller Wealth Management LLC8,165$374K0.1%N/A0.054%
4/17/2025 Atlas Private Wealth Advisors109,931$5.03M0.7%-7.8%0.732%
4/16/2025 Wealth Enhancement Advisory Services LLC8,646$396K0.0%-18.4%0.058%
4/15/2025 Capital Advisory Group Advisory Services LLC55,214$2.53M1.0%-2.0%0.368%
4/15/2025 Focus Financial Network Inc.112,919$5.17M0.2%+0.3%0.752%
4/15/2025 Sanibel Captiva Trust Company Inc.12,558$575K0.0%-4.9%0.084%
4/14/2025 Miracle Mile Advisors LLC23,130$1.06M0.0%-2.7%0.154%
4/9/2025 Merit Financial Group LLC14,939$684K0.0%N/A0.099%
3/21/2025 Nestegg 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%
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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 TRC4,657$214K0.0%+298.7%0.030%
(Data available from 1/1/2016 forward)

PFM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFM shares?

During the previous two years, 123 institutional investors and hedge funds held shares of Invesco Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($76.20M), Raymond James Financial Inc. ($40.77M), Flaharty Asset Management LLC ($21.62M), Raymond James Financial Services Advisors Inc. ($19.17M), Wells Fargo & Company MN ($17.96M), Raymond James & Associates ($17.91M), and Wilbanks Smith & Thomas Asset Management LLC ($17.23M).Learn more on Invesco Dividend Achievers ETF's institutional investors.

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

Of the 103 institutional investors that purchased Invesco Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.68M), SteelPeak Wealth LLC ($164.64K), Raymond James & Associates ($160.97K), Atria Wealth Solutions Inc. ($151.92K), Atlas Private Wealth Advisors ($136.14K), Focus Financial Network Inc. ADV ($112.61K), and LPL Financial LLC ($67.99K).

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

Institutional investors have bought a total of 2,492,626 shares in the last 24 months. This purchase volume represents approximately $114.55M in transactions.

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

Of the 53 institutional investors that sold Invesco Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($447.61K), Flaharty Asset Management LLC ($347.57K), Atria Wealth Solutions Inc. ($230.02K), SteelPeak Wealth LLC ($135.13K), Stratos Wealth Partners LTD. ($115.08K), Envestnet Asset Management Inc. ($104.85K), and Jones Financial Companies Lllp ($62.91K).

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

Institutional investors have sold a total of 1,606,197 shares in the last 24 months. This volume of shares sold represents approximately $74.75M in transactions.


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This page (NASDAQ:PFM) was last updated on 8/23/2025 by MarketBeat.com Staff
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