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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$51.31 +0.27 (+0.53%)
Closing price 10/24/2025 03:47 PM Eastern
Extended Trading
$50.30 -1.01 (-1.97%)
As of 10/24/2025 04:18 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)
71
Total
Institutional Inflows
(last 12 months)
$114.55M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$74.46M
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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
10/24/2025Citizens Financial Group Inc. RI115,160$5.84M0.1%-3.5%0.798%
10/23/2025 Nestegg Advisors Inc.49,507$2.51M2.2%-3.5%0.343%
10/23/2025 Kingswood Wealth Advisors LLC45,366$2.30M0.1%N/A0.314%
10/20/2025 Merit Financial Group LLC39,414$2M0.0%+10.2%0.273%
10/14/2025 Farther Finance Advisors LLC3,786$192K0.0%-5.1%0.026%
9/22/2025 Caldwell Trust Co6,148$296K0.0%N/A0.042%
9/4/2025Osaic Holdings Inc.54,541$2.63M0.0%+4.7%0.374%
8/19/2025Advisory Services Network LLC12,373$599K0.0%+5.1%0.085%
8/15/2025Captrust Financial Advisors10,417$502K0.0%-25.5%0.071%
8/15/2025MML Investors Services LLC66,062$3.18M0.0%+3.0%0.453%
8/15/2025IHT Wealth Management LLC8,754$422K0.0%+13.7%0.060%
8/15/2025EP Wealth Advisors LLC7,631$368K0.0%-15.9%0.052%
8/15/2025Bank of America Corp DE273,553$13.18M0.0%-0.3%1.876%
8/15/2025Ameriprise Financial Inc.19,191$924K0.0%-2.5%0.132%
8/14/2025Connecticut Wealth Management LLC5,000$241K0.0%-37.7%0.034%
8/14/2025Raymond James Financial Inc.846,279$40.77M0.0%+0.4%5.804%
8/14/2025NewEdge Advisors LLC6,379$307K0.0%-17.3%0.044%
8/13/2025Baird Financial Group Inc.84,938$4.09M0.0%-2.6%0.583%
8/13/2025Everstar Asset Management LLC52,969$2.55M1.5%+3.6%0.363%
8/12/2025Steward Partners Investment Advisory LLC45,402$2.19M0.0%+3.6%0.311%
8/12/2025CreativeOne Wealth LLC69,363$3.34M0.1%+9.3%0.476%
8/12/2025MAI Capital Management38,309$1.85M0.0%-0.8%0.263%
8/12/2025JPMorgan Chase & Co.39,665$1.91M0.0%-2.7%0.272%
8/12/2025NFP Retirement Inc.114,808$5.53M0.4%-0.4%0.787%
8/11/2025TD Waterhouse Canada Inc.95,087$4.61M0.0%+36.7%0.652%
8/8/2025Rockefeller Capital Management L.P.105,334$5.07M0.0%-1.0%0.722%
8/8/2025Cetera Investment Advisers53,841$2.59M0.0%-30.7%0.369%
8/8/2025Good Life Advisors LLC7,234$348K0.0%+14.3%0.050%
8/7/2025Ibex Wealth Advisors8,461$408K0.0%N/A0.058%
8/6/2025Golden State Wealth Management LLC1,054$51K0.0%-43.4%0.007%
8/5/2025Bank of Montreal Can21,300$1.03M0.0%+1.6%0.146%
8/5/2025Atlas Private Wealth Advisors97,911$4.72M0.6%-10.9%0.672%
8/4/2025Flagship Harbor Advisors LLC17,755$855K0.0%+3.1%0.122%
8/1/2025Envestnet Asset Management Inc.9,793$472K0.0%-84.3%0.067%
7/31/2025Briaud Financial Planning Inc3,890$187K0.1%N/A0.027%
7/30/2025WBH Advisory Inc.10,461$504K0.0%-6.8%0.072%
7/29/2025Stratos 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%
7/25/2025Atria 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%
7/10/2025Wealth Enhancement Advisory Services LLC10,147$496K0.0%+17.4%0.069%
7/10/2025Capital 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%
7/10/2025Sovran Advisors LLC4,749$231K0.0%N/A0.032%
7/7/2025 Nova Wealth Management Inc.2,258$109K0.1%-10.7%0.015%
5/20/2025Flaharty Asset Management LLC472,349$21.62M3.1%-40.9%3.162%
5/16/2025Jones Financial Companies Lllp5,272$241K0.0%-92.3%0.035%
5/16/2025NewEdge Advisors LLC7,710$353K0.0%-14.6%0.052%
5/16/2025Integrated Wealth Concepts LLC5,154$236K0.0%-73.5%0.034%
5/15/2025Royal Bank of Canada123,167$5.64M0.0%-1.6%0.824%
5/15/2025MAI Capital Management38,615$1.77M0.0%-0.6%0.258%
5/15/2025Connecticut Wealth Management LLC8,025$367K0.0%N/A0.054%
5/15/2025Baird Financial Group Inc.87,196$3.99M0.0%+9.9%0.584%
5/14/2025Truvestments Capital LLC16,736$766K0.2%N/A0.112%
5/14/2025CreativeOne Wealth LLC63,466$2.91M0.1%+8.4%0.425%
5/14/2025Northwestern Mutual Wealth Management Co.8,838$405K0.0%+13.1%0.059%
5/14/2025CW Advisors LLC8,588$393K0.0%N/A0.057%
5/13/2025Raymond James Financial Inc.842,683$38.58M0.0%+1.2%5.640%
5/13/2025NFP Retirement Inc.115,308$5.28M0.4%+3.6%0.772%
5/13/2025HighTower Advisors LLC36,562$1.67M0.0%-1.3%0.245%
5/12/2025Townsquare Capital LLC7,606$348K0.0%+15.2%0.051%
5/12/2025WBH Advisory Inc.11,220$514K0.0%-3.9%0.075%
5/9/2025Citizens Financial Group Inc. RI119,460$5.47M0.1%+0.3%0.800%
5/9/2025Atria Wealth Solutions Inc.235,612$10.79M0.1%+1.3%1.577%
5/7/2025LPL Financial LLC1,664,500$76.20M0.0%+4.3%11.141%
5/6/2025Cetera Investment Advisers77,654$3.56M0.0%+1.4%0.520%
5/6/2025Avantax Advisory Services Inc.38,631$1.77M0.0%+2.9%0.259%
5/6/2025Dorsey Wright & Associates48,361$2.21M0.6%-2.4%0.324%
5/6/2025Choreo LLC105,521$4.83M0.1%-1.4%0.706%
5/5/2025Genesis Wealth Advisors LLC4,920$225K0.2%-16.1%0.033%
5/5/2025J.W. Cole Advisors Inc.34,145$1.56M0.0%+9.8%0.229%
5/5/2025Private Advisor Group LLC30,396$1.39M0.0%+3.4%0.203%
5/1/2025SteelPeak Wealth LLC152,414$6.98M0.3%+167.6%1.020%
4/30/2025Stratos Wealth Partners LTD.21,911$1.00M0.0%-74.6%0.147%
4/29/2025Envestnet Asset Management Inc.62,264$2.85M0.0%-45.7%0.417%
4/29/2025Bank of New York Mellon Corp23,411$1.07M0.0%+69.7%0.157%
4/28/2025Revisor Wealth Management LLC4,664$214K0.1%N/A0.031%
4/28/2025Private Trust Co. NA6,442$295K0.0%-6.2%0.043%
4/24/2025Golden State Wealth Management LLC1,861$85K0.0%-13.5%0.012%
4/23/2025Golden State Wealth Management LLC3,722$170K0.0%+73.0%0.025%
4/22/2025Flagship Harbor Advisors LLC17,218$788K0.0%-5.3%0.115%
4/22/2025Cambridge Investment Research Advisors Inc.51,892$2.38M0.0%+12.8%0.345%
4/22/2025Arrow Investment Advisors LLC76,005$3.48M3.7%-7.8%0.506%
4/17/2025Brown Miller Wealth Management LLC8,165$374K0.1%N/A0.054%
4/17/2025Atlas Private Wealth Advisors109,931$5.03M0.7%-7.8%0.732%
4/16/2025Wealth Enhancement Advisory Services LLC8,646$396K0.0%-18.4%0.058%
4/15/2025Capital Advisory Group Advisory Services LLC55,214$2.53M1.0%-2.0%0.368%
4/15/2025Focus Financial Network Inc.112,919$5.17M0.2%+0.3%0.752%
4/15/2025Sanibel Captiva Trust Company Inc.12,558$575K0.0%-4.9%0.084%
4/14/2025Miracle Mile Advisors LLC23,130$1.06M0.0%-2.7%0.154%
4/9/2025Merit 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%
(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, 124 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), Focus Financial Network Inc. ADV ($112.61K), LPL Financial LLC ($67.99K), and Waverly Advisors LLC ($58.63K).

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

Institutional investors have bought a total of 2,487,927 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 55 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 1,599,366 shares in the last 24 months. This volume of shares sold represents approximately $74.46M in transactions.


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This page (NASDAQ:PFM) was last updated on 10/26/2025 by MarketBeat.com Staff
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