Free Trial
→ Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom (From Brownstone Research) (Ad) Free PFM Stock Alerts

Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$48.50 -0.30 (-0.61%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$48.51 +0.01 (+0.02%)
As of 07/11/2025 04:06 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.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dividend Achievers ETF (NASDAQ:PFM)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$122.24M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$64.39M
Get PFM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dividend Achievers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFM Institutional Buying and Selling by Quarter

Invesco Dividend Achievers ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
5/20/2025Flaharty 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%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
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%
4/16/2025 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%
4/15/2025Sanibel 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%
3/17/2025 Wealth 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 TRC4,657$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%
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%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
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%
2/3/2025PMG 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%
(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, 128 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. ($38.58M), Flaharty Asset Management LLC ($21.62M), 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 Invesco Dividend Achievers ETF's institutional investors.

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

Of the 105 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), Atlas Private Wealth Advisors ($596.95K), Osaic Holdings Inc. ($397.36K), Atria Wealth Solutions Inc. ($225.08K), SteelPeak Wealth LLC ($164.64K), Raymond James & Associates ($160.97K), 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 2,631,990 shares in the last 24 months. This purchase volume represents approximately $120.18M in transactions.

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

Of the 47 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 ($738.33K), Flaharty Asset Management LLC ($347.57K), Stratos Wealth Partners LTD. ($105.06K), Jones Financial Companies Lllp ($62.91K), Envestnet Asset Management Inc. ($52.38K), Atlas Private Wealth Advisors ($29.80K), and Integrated Wealth Concepts LLC ($15.33K).

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

Institutional investors have sold a total of 1,425,640 shares in the last 24 months. This volume of shares sold represents approximately $64.39M in transactions.


Related Companies

This page (NASDAQ:PFM) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants
Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. ...
Golden Portfolio | Sponsored
Trump’s Exec Order #14154 could be a “Millionaire-Maker”
Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans...
Paradigm Press | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored