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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$43.24 -0.64 (-1.46%)
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)
67
Total
Institutional Inflows
(last 12 months)
$118.20M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$41.18M
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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
4/16/2025Wealth 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%
3/21/2025Nestegg Advisors Inc.50,907$2.42M2.4%N/A0.333%
3/17/2025Wealth Enhancement Advisory Services LLC10,600$486K0.0%+13.9%0.069%
2/17/2025Waverly Advisors LLC50,756$2.33M0.0%-9.5%0.332%
2/17/2025EP Wealth Advisors LLC9,071$416K0.0%-13.7%0.059%
2/17/2025Baird Financial Group Inc.79,366$3.64M0.0%+5.5%0.519%
2/17/2025Bank of America Corp DE269,886$12.38M0.0%-0.6%1.765%
2/17/2025Ameriprise Financial Inc.27,196$1.25M0.0%N/A0.178%
2/14/2025Mercer Global Advisors Inc. ADV6,705$307K0.0%-15.8%0.044%
2/14/2025Integrated Wealth Concepts LLC19,434$891K0.0%-2.6%0.127%
2/14/2025IHT Wealth Management LLC6,222$285K0.0%N/A0.041%
2/14/2025TD Waterhouse Canada Inc.62,060$2.85M0.0%+3.6%0.406%
2/14/2025Tower Research Capital LLC TRC 4,657$214K0.0%+298.7%0.030%
2/14/2025MML Investors Services LLC63,008$2.89M0.0%+7.3%0.412%
2/13/2025NewEdge Advisors LLC9,030$414K0.0%+3.4%0.059%
2/13/2025Hanlon Investment Management Inc.11,622$533K0.1%-3.3%0.076%
2/13/2025CreativeOne Wealth LLC58,549$2.69M0.1%-1.5%0.383%
2/13/2025Mariner LLC67,547$3.10M0.0%+7.1%0.442%
2/13/2025Townsquare Capital LLC6,601$303K0.0%N/A0.043%
2/13/2025Rockefeller Capital Management L.P.107,217$4.92M0.0%-0.5%0.701%
2/13/2025NFP Retirement Inc.111,322$5.11M0.4%-0.7%0.728%
2/13/2025Raymond James Financial Inc.832,843$38.19M0.0%N/A5.447%
2/13/2025Advisory Services Network LLC11,061$507K0.0%-9.6%0.072%
2/13/2025Bank of Montreal Can18,872$865K0.0%+3.3%0.123%
2/13/2025Envestnet Asset Management Inc.114,645$5.26M0.0%+4.7%0.750%
2/13/2025Wells Fargo & Company MN391,719$17.96M0.0%+2.6%2.562%
2/12/2025Everstar Asset Management LLC42,021$1.93M1.4%+1.4%0.275%
2/12/2025Dorsey Wright & Associates49,531$2.27M0.5%-1.0%0.324%
2/12/2025JPMorgan Chase & Co.35,708$1.64M0.0%-3.0%0.234%
2/11/2025LPL Financial LLC1,596,507$73.22M0.0%-21.6%10.442%
2/10/2025Axxcess Wealth Management LLC8,143$373K0.0%N/A0.053%
2/10/2025Hilton Capital Management LLC17,125$785K0.1%N/A0.112%
2/10/2025Commonwealth Equity Services LLC94,206$4.32M0.0%+4.6%0.616%
2/10/2025Avantax Advisory Services Inc.37,538$1.72M0.0%+3.6%0.246%
2/7/2025HighTower Advisors LLC37,054$1.70M0.0%-1.6%0.242%
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2/7/2025Citizens Financial Group Inc. RI119,075$5.46M0.1%+0.3%0.779%
2/7/2025Independent Advisor Alliance4,816$221K0.0%N/A0.031%
2/6/2025Raymond James Financial Inc.832,843$38.19M0.0%N/A5.447%
2/6/2025Steward Partners Investment Advisory LLC43,118$1.98M0.0%+1.8%0.282%
2/6/2025Jones Financial Companies Lllp68,178$3.13M0.0%+155.7%0.446%
2/6/2025Modera Wealth Management LLC4,495$206K0.0%N/A0.029%
2/5/2025Flaharty Asset Management LLC798,646$36.63M5.3%-2.6%5.223%
2/4/2025Bank of New York Mellon Corp13,797$633K0.0%-1.5%0.090%
2/4/2025Genesis 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%
2/3/2025Private Advisor Group LLC29,393$1.35M0.0%-8.3%0.192%
2/3/2025Good Life Advisors LLC6,139$282K0.0%-48.4%0.040%
1/31/2025Atria Wealth Solutions Inc.232,598$10.67M0.1%+3.9%1.521%
1/31/2025WBH Advisory Inc.11,673$535K0.0%-4.9%0.076%
1/31/2025J.W. Cole Advisors Inc.31,090$1.43M0.1%-3.2%0.203%
1/30/2025Allworth Financial LP2,601$123K0.0%-39.0%0.017%
1/29/2025Consolidated Planning Corp6,694$307K0.0%N/A0.044%
1/29/2025 Focus Financial Network Inc.112,528$5.16M0.2%-3.8%0.738%
1/28/2025Golden State Wealth Management LLC2,151$99K0.0%N/A0.014%
1/27/2025Private Wealth Management Group LLC1,619$74K0.0%N/A0.011%
1/27/2025Stratos Wealth Partners LTD.86,335$3.96M0.1%-32.0%0.567%
1/23/2025Capital Investment Advisory Services LLC1,950$89K0.0%-36.2%0.013%
1/23/2025 Ibex Wealth Advisors8,597$394K0.0%N/A0.056%
1/23/2025SteelPeak Wealth LLC56,947$2.61M0.1%+229.5%0.373%
1/21/2025Flagship Harbor Advisors LLC18,191$834K0.0%-1.4%0.119%
1/21/2025CFS Investment Advisory Services LLC17,174$788K0.1%+10.1%0.112%
1/21/2025Atlas Private Wealth Advisors119,221$5.47M0.8%-6.8%0.777%
1/17/2025Janney Montgomery Scott LLC8,127$373K0.0%+11.1%0.053%
1/17/2025XML 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%
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10/28/2024 Focus 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%
10/24/2024Wealth 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%
10/11/2024 Paladin 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%
(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, 126 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 101 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 ($596.95K), 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 4,343,821 shares in the last 24 months. This purchase volume represents approximately $189.55M in transactions.

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

Of the 61 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. ($62.02K), 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 2,456,657 shares in the last 24 months. This volume of shares sold represents approximately $105.10M in transactions.


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This page (NASDAQ:PFM) was last updated on 4/16/2025 by MarketBeat.com Staff
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