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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$46.76 +0.34 (+0.73%)
As of 01/17/2025 03:52 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)
57
Total
Institutional Inflows
(last 12 months)
$38.44M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$18.24M
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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
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%
12/26/2024JPMorgan Chase & Co.36,798$1.71M0.0%+12.3%0.241%
11/15/2024MML Investors Services LLC58,741$2.73M0.0%+1.8%0.384%
11/15/2024Dorsey Wright & Associates50,029$2.33M0.6%N/A0.327%
11/15/2024Stifel Financial Corp20,255$943K0.0%+86.4%0.133%
11/15/2024Integrated Wealth Concepts LLC19,949$929K0.0%-2.6%0.131%
11/15/2024HighTower Advisors LLC37,651$1.75M0.0%-0.9%0.246%
11/14/2024Rockefeller Capital Management L.P.107,780$5.02M0.0%-0.5%0.705%
11/14/2024CreativeOne Wealth LLC59,447$2.77M0.1%+2.3%0.389%
11/12/2024CFS Investment Advisory Services LLC15,603$726K0.1%-15.7%0.102%
11/12/2024Charles Schwab Investment Management Inc.8,423$392K0.0%-9.0%0.055%
11/9/2024LPL Financial LLC2,036,400$94.79M0.0%-0.4%13.327%
11/8/2024Citizens Financial Group Inc. RI118,692$5.53M0.1%+0.6%0.777%
11/8/2024 Retireful LLC9,905$461K0.3%N/A0.065%
11/7/2024MAI Capital Management38,755$1.80M0.0%-1.3%0.254%
11/5/2024Simmons Bank4,300$200K0.0%N/A0.028%
11/1/2024Atria Investments Inc5,764$268K0.0%N/A0.038%
10/31/2024American Capital Advisory LLC1,358$63K0.0%N/A0.009%
10/30/2024Hanlon Investment Management Inc.12,021$560K0.2%N/A0.079%
10/28/2024Focus Financial Network Inc.116,977$5.45M0.2%-0.6%0.766%
10/24/2024J.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%
10/16/2024Good Life Advisors LLC11,898$554K0.0%+100.2%0.076%
10/11/2024Paladin Wealth LLC1,512$70K0.1%N/A0.010%
10/9/2024Atlas 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%
8/22/2024Cetera Investment Advisers52,633$2.25M0.0%+11.3%0.347%
8/16/2024Northwestern Mutual Wealth Management Co.8,267$353K0.0%-9.4%0.054%
8/16/2024Creative Planning9,313$397K0.0%+2.8%0.061%
8/14/2024Bank of Montreal Can17,637$756K0.0%+5.2%0.116%
8/9/2024Citizens Financial Group Inc. RI117,939$5.03M0.1%+0.2%0.777%
8/8/2024J.W. Cole Advisors Inc.32,902$1.40M0.1%+3.0%0.217%
8/8/2024LPL Financial LLC2,044,114$87.22M0.0%-12.5%13.466%
8/7/2024Choreo LLC107,882$4.60M0.1%-3.8%0.711%
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8/7/2024Ashton Thomas Private Wealth LLC1,430$61K0.0%N/A0.009%
8/6/2024Cullen Frost Bankers Inc.786$34K0.0%N/A0.005%
8/5/2024Private Advisor Group LLC32,121$1.37M0.0%-2.9%0.212%
8/2/2024Consolidated Planning Corp6,444$275K0.0%N/A0.042%
8/1/2024Flaharty Asset Management LLC831,887$35.50M5.2%+1.0%5.480%
7/31/2024Aptus Capital Advisors LLC9,040$386K0.0%-10.0%0.060%
7/31/2024Commonwealth Equity Services LLC131,799$5.62M0.0%-3.1%0.868%
7/22/2024Atria Wealth Solutions Inc.216,393$9.23M0.1%+3.1%1.422%
7/22/2024Capital Advisory Group Advisory Services LLC49,338$2.11M0.9%+2.5%0.324%
7/22/2024Focus 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%
7/12/2024Atlas Private Wealth Advisors139,730$5.96M1.0%+52.8%0.918%
7/11/2024WBH Advisory Inc.12,349$527K0.1%-9.4%0.081%
5/24/2024Cetera Advisors LLC9,137$389K0.0%+29.9%0.059%
5/24/2024Cetera Investment Advisers47,297$2.01M0.0%N/A0.305%
5/17/2024Citizens Financial Group Inc. RI117,672$5.01M0.2%+0.4%0.758%
5/16/2024Waverly Advisors LLC58,627$2.50M0.1%N/A0.378%
5/14/2024EP Wealth Advisors LLC10,515$448K0.0%-3.3%0.068%
5/14/2024CreativeOne 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%
5/8/2024Avantax Advisory Services Inc.34,622$1.47M0.0%+18.5%0.223%
5/2/2024Choreo LLC112,152$4.77M0.1%-0.3%0.722%
4/30/2024J.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%
4/24/2024Spire Wealth Management666$28K0.0%-75.6%0.004%
4/23/2024Revisor 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%
4/18/2024SteelPeak Wealth LLC17,283$736K0.0%-41.4%0.111%
4/16/2024 Tsfg LLC1,189$51K0.0%-89.7%0.008%
2/28/2024EP Wealth Advisors LLC10,875$434K0.0%-40.7%0.070%
2/16/2024United Advisor Group LLC8,349$333K0.4%N/A0.054%
2/14/2024CFS 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%
2/12/2024Steward Partners Investment Advisory LLC42,159$1.68M0.0%+2.0%0.272%
2/9/2024Cambridge Investment Research Advisors Inc.33,559$1.34M0.0%-11.1%0.216%
2/9/2024Tidemark LLC1,170$47K0.0%N/A0.008%
2/9/2024CreativeOne Wealth LLC48,057$1.92M0.1%+346.4%0.310%
2/9/2024Wells Fargo & Company MN166,296$6.63M0.0%+0.5%1.072%
2/7/2024Avantax Advisory Services Inc.29,224$1.17M0.0%-57.5%0.188%
2/7/2024Northwest Financial Advisors5,471$218K0.2%N/A0.035%
2/6/2024Private 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%
2/5/2024Choreo LLC112,530$4.49M0.1%+0.3%0.726%
2/5/2024Flaharty Asset Management LLC752,530$30.02M4.7%+0.5%4.852%
2/2/2024Citizens Financial Group Inc. RI117,257$4.68M0.2%-0.3%0.756%
2/2/2024Atria Wealth Solutions Inc.206,780$8.25M0.1%+0.6%1.333%
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2/1/2024Capital Investment Advisory Services LLC3,058$122K0.0%+19.5%0.020%
1/31/2024HTLF Bank16,000$638K0.1%N/A0.103%
1/31/2024Key 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%
1/26/2024Financial Guidance Group Inc.5,120$204K0.1%N/A0.033%
1/24/2024Stratos Wealth Partners LTD.16,202$646K0.0%+97.6%0.105%
1/24/2024SteelPeak Wealth LLC29,510$1.18M0.1%N/A0.191%
1/24/2024Private Trust Co. NA6,867$274K0.0%-35.3%0.044%
1/23/2024StrategIQ Financial Group LLC55,376$2.21M0.2%+2.0%0.357%
1/22/2024Strategies Wealth Advisors LLC23,364$932K0.2%-2.2%0.151%
(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 2,894,510 shares in the last 24 months. This purchase volume represents approximately $137.42M in transactions.

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

Of the 50 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 2,449,922 shares in the last 24 months. This volume of shares sold represents approximately $119.52M in transactions.


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This page (NASDAQ:PFM) was last updated on 1/21/2025 by MarketBeat.com Staff
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