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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$46.20 +0.40 (+0.87%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for Invesco Dividend Achievers ETF (NASDAQ:PFM)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$37.55M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$36.40M
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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
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%
10/17/2024Stratos 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%
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%
8/8/2024 LPL Financial LLC2,044,114$87.22M0.0%-12.5%13.466%
8/7/2024 Choreo LLC107,882$4.60M0.1%-3.8%0.711%
8/7/2024 Ashton Thomas Private Wealth LLC1,430$61K0.0%N/A0.009%
8/6/2024 Cullen Frost Bankers Inc.786$34K0.0%N/A0.005%
8/5/2024 Private Advisor Group LLC32,121$1.37M0.0%-2.9%0.212%
8/2/2024 Consolidated Planning Corp6,444$275K0.0%N/A0.042%
8/1/2024Flaharty Asset Management LLC831,887$35.50M5.2%+1.0%5.480%
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7/31/2024 Aptus Capital Advisors LLC9,040$386K0.0%-10.0%0.060%
7/31/2024Commonwealth Equity Services LLC131,799$5.62M0.0%-3.1%0.868%
7/22/2024 Atria Wealth Solutions Inc.216,393$9.23M0.1%+3.1%1.422%
7/22/2024 Capital Advisory Group Advisory Services LLC49,338$2.11M0.9%+2.5%0.324%
7/22/2024 Focus Financial Network Inc.117,679$5.24M0.2%+3.7%0.773%
7/20/2024Raymond James Financial Services Advisors Inc.449,214$19.17M0.0%+4.8%2.951%
7/19/2024Raymond James & Associates370,307$15.80M0.0%+59.6%2.433%
7/12/2024 Atlas Private Wealth Advisors139,730$5.96M1.0%+52.8%0.918%
7/11/2024 WBH Advisory Inc.12,349$527K0.1%-9.4%0.081%
5/24/2024Cetera Advisors LLC9,137$389K0.0%+29.9%0.059%
5/24/2024 Cetera Investment Advisers47,297$2.01M0.0%N/A0.305%
5/17/2024 Citizens Financial Group Inc. RI117,672$5.01M0.2%+0.4%0.758%
5/16/2024 Waverly Advisors LLC58,627$2.50M0.1%N/A0.378%
5/14/2024 EP Wealth Advisors LLC10,515$448K0.0%-3.3%0.068%
5/14/2024 CreativeOne Wealth LLC53,045$2.26M0.1%+10.4%0.342%
5/9/2024 Koshinski Asset Management Inc.18,625$793K0.1%-34.3%0.120%
5/8/2024 Avantax Advisory Services Inc.34,622$1.47M0.0%+18.5%0.223%
5/2/2024 Choreo LLC112,152$4.77M0.1%-0.3%0.722%
4/30/2024 J.W. Cole Advisors Inc.31,956$1.36M0.1%N/A0.206%
4/29/2024Commonwealth Equity Services LLC136,083$5.79M0.0%+5.3%0.876%
4/25/2024Eudaimonia Advisors LLC43,234$1.84M1.0%+10.4%0.278%
4/24/2024 Spire Wealth Management666$28K0.0%-75.6%0.004%
4/23/2024 Revisor Wealth Management LLC9,328$385K0.2%N/A0.060%
4/23/2024Raymond James Financial Services Advisors Inc.428,518$18.24M0.0%+6.6%2.758%
4/22/2024Raymond James & Associates231,994$9.88M0.0%-2.8%1.493%
4/18/2024 SteelPeak Wealth LLC17,283$736K0.0%-41.4%0.111%
4/16/2024 Tsfg LLC1,189$51K0.0%-89.7%0.008%
2/28/2024 EP Wealth Advisors LLC10,875$434K0.0%-40.7%0.070%
2/16/2024 United Advisor Group LLC8,349$333K0.4%N/A0.054%
2/14/2024 CFS Investment Advisory Services LLC19,039$759K0.1%+35.0%0.123%
2/13/2024Steward Partners Investment Solutions LLC7,216$288K0.1%N/A0.047%
2/12/2024Focus Financial Network Inc. ADV112,613$4.49M0.2%N/A0.726%
2/12/2024 Steward Partners Investment Advisory LLC42,159$1.68M0.0%+2.0%0.272%
2/9/2024 Cambridge Investment Research Advisors Inc.33,559$1.34M0.0%-11.1%0.216%
2/9/2024 Tidemark LLC1,170$47K0.0%N/A0.008%
2/9/2024 CreativeOne Wealth LLC48,057$1.92M0.1%+346.4%0.310%
2/9/2024 Wells Fargo & Company MN166,296$6.63M0.0%+0.5%1.072%
2/7/2024 Avantax Advisory Services Inc.29,224$1.17M0.0%-57.5%0.188%
2/7/2024 Northwest Financial Advisors5,471$218K0.2%N/A0.035%
2/6/2024 Private Advisor Group LLC32,866$1.31M0.0%+18.3%0.212%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC431,916$17.23M0.5%+1.9%2.785%
2/5/2024 Choreo LLC112,530$4.49M0.1%+0.3%0.726%
2/5/2024Flaharty Asset Management LLC752,530$30.02M4.7%+0.5%4.852%
2/2/2024 Citizens Financial Group Inc. RI117,257$4.68M0.2%-0.3%0.756%
2/2/2024 Atria Wealth Solutions Inc.206,780$8.25M0.1%+0.6%1.333%
2/1/2024 Capital Investment Advisory Services LLC3,058$122K0.0%+19.5%0.020%
1/31/2024 HTLF Bank16,000$638K0.1%N/A0.103%
1/31/2024 Key Financial Inc2,849$114K0.0%+77.6%0.018%
1/29/2024 Koshinski Asset Management Inc.28,340$1.13M0.2%+100.0%0.183%
1/26/2024 Financial Guidance Group Inc.5,120$204K0.1%N/A0.033%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
1/24/2024Stratos Wealth Partners LTD.16,202$646K0.0%+97.6%0.105%
1/24/2024 SteelPeak Wealth LLC29,510$1.18M0.1%N/A0.191%
1/24/2024 Private Trust Co. NA6,867$274K0.0%-35.3%0.044%
1/23/2024StrategIQ Financial Group LLC55,376$2.21M0.2%+2.0%0.357%
1/22/2024 Strategies Wealth Advisors LLC23,364$932K0.2%-2.2%0.151%
1/18/2024 Good Life Advisors LLC8,797$351K0.0%-6.3%0.057%
1/16/2024Raymond James Financial Services Advisors Inc.401,893$16.03M0.0%+0.9%2.590%
1/16/2024Raymond James & Associates238,698$9.52M0.0%+3.6%1.538%
1/11/2024 Bond & Devick Financial Network Inc.13,561$541K0.3%+4.2%0.087%
1/11/2024 Atlas Private Wealth Advisors482,826$19.26M3.6%-48.5%3.085%
(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, 107 institutional investors and hedge funds held shares of Invesco Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($94.79M), Bank of America Corp DE ($36.08M), Flaharty Asset Management LLC ($35.50M), Advisor Group Holdings Inc. ($30.21M), Osaic Holdings Inc. ($20.92M), Raymond James Financial Services Advisors Inc. ($19.17M), 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 90 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: Atlas Private Wealth Advisors ($696.44K), Osaic Holdings Inc. ($397.36K), Atria Wealth Solutions Inc. ($213.31K), Raymond James & Associates ($160.97K), Citigroup Inc. ($152.75K), LPL Financial LLC ($144.83K), and Focus Financial Network Inc. ADV ($112.61K).

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

Institutional investors have bought a total of 2,906,244 shares in the last 24 months. This purchase volume represents approximately $139.08M in transactions.

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

Of the 49 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 ($950.55K), Atlas Private Wealth Advisors ($466.59K), Advisor Group Holdings Inc. ($331.02K), CWM LLC ($190.94K), Choreo LLC ($92.10K), Raymond James Financial Services Advisors Inc. ($64.61K), and Avantax Advisory Services Inc. ($39.50K).

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

Institutional investors have sold a total of 2,451,241 shares in the last 24 months. This volume of shares sold represents approximately $119.64M in transactions.


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This page (NASDAQ:PFM) was last updated on 12/21/2024 by MarketBeat.com Staff
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