NASDAQ:PFM

Invesco Dividend Achievers ETF Institutional Ownership

$36.84
+0.24 (+0.66 %)
(As of 05/7/2021 12:00 AM ET)
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Today's Range
$36.61
$36.87
50-Day Range
$33.75
$36.60
52-Week Range
$25.78
$36.87
Volume53,188 shs
Average Volume93,604 shs
Market Capitalization$631.07 million
P/E RatioN/A
Dividend Yield1.63%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter


Invesco Dividend Achievers ETF (NASDAQ PFM) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
5/7/2021Cambridge Investment Research Advisors Inc.26,907$0.93M0.0%+1.3%0.157%
5/7/2021Strategic Wealth Advisors Group LLC77,178$2.67M0.1%+57.5%0.451%
5/7/2021Rodgers & Associates LTD7,254$0.25M0.0%-14.3%0.042%
5/7/2021Fifth Third Bancorp2,212$77K0.0%-50.5%0.013%
5/6/2021Allred Capital Management LLC1,710$59K0.0%N/A0.010%
5/5/2021Total Clarity Wealth Management Inc.1,354$47K0.0%N/A0.008%
5/4/2021Envestnet Asset Management Inc.9,785$0.34M0.0%+24.9%0.057%
5/4/2021Commonwealth Equity Services LLC143,459$4.96M0.0%-2.6%0.837%
5/4/2021StrategIQ Financial Group LLC54,775$1.90M0.4%-1.1%0.320%
4/30/2021Bond & Devick Financial Network Inc.15,100$0.52M0.5%N/A0.088%
4/27/2021Good Life Advisors LLC271,076$9.38M1.9%+12.6%1.600%
4/27/2021Dynamic Advisor Solutions LLC11,175$0.39M0.0%+78.2%0.066%
4/23/2021San Francisco Sentry Investment Group CA10,841$0.38M0.2%+16.3%0.064%
4/22/2021Private Advisor Group LLC35,854$1.24M0.0%N/A0.213%
4/20/2021Great Valley Advisor Group Inc.44,465$1.54M0.1%-28.6%0.265%
4/20/2021V Wealth Advisors LLC11,431$0.40M0.1%-70.2%0.068%
4/19/2021WBH Advisory Inc.24,710$0.86M0.1%-7.2%0.148%
4/14/2021Investors Financial Group LLC9,402$0.33M0.2%N/A0.057%
3/26/2021Susquehanna International Group LLP12,195$0.40M0.0%+43.8%0.075%
2/23/2021CWA Asset Management Group LLC8,853$0.29M0.0%-10.7%0.054%
2/22/2021Retirement Group LLC1,790$58K0.0%N/A0.011%
2/19/2021Rodgers & Associates LTD8,467$0.28M0.1%N/A0.052%
2/18/2021Capital Advisory Group Advisory Services LLC32,294$1.06M0.4%+36.5%0.198%
2/18/2021Eudaimonia Partners LLC11,905$0.39M0.1%+76.8%0.073%
2/16/2021Morgan Stanley656,795$21.60M0.0%+37.6%4.022%
2/16/2021Captrust Financial Advisors13,070$0.43M0.0%-9.2%0.080%
2/16/2021Charles Schwab Investment Management Inc.59,174$1.95M0.0%+74.4%0.362%
2/12/2021Charter Oak Capital Management LLC1,725$57K0.0%N/A0.011%
2/12/2021Raymond James Financial Services Advisors Inc.176,217$5.79M0.0%+5.4%1.079%
2/12/2021LPL Financial LLC2,013,565$66.21M0.1%+12.8%12.330%
2/12/2021Change Path LLC19,040$0.63M0.1%+10.3%0.117%
2/11/2021Baird Financial Group Inc.170,088$5.59M0.0%+11.0%1.042%
2/11/2021Annapolis Financial Services LLC4,000$0.13M0.1%N/A0.024%
2/10/2021HighTower Advisors LLC21,860$0.72M0.0%+57.5%0.134%
2/9/2021Wells Fargo & Company MN340,837$11.21M0.0%+17.6%2.087%
2/9/2021Advisory Services Network LLC12,876$0.42M0.0%-20.9%0.079%
2/9/2021Sawtooth Solutions LLC9,911$0.33M0.0%N/A0.061%
2/9/2021CWA Asset Management Group LLC8,853$0.29M0.0%-10.7%0.054%
2/9/2021Equitable Holdings Inc.19,246$0.63M0.0%+7.7%0.118%
2/5/2021Essex Financial Services Inc.6,100$0.20M0.0%N/A0.037%
2/5/2021Koshinski Asset Management Inc.14,170$0.93M0.1%-50.0%0.087%
2/5/2021Good Life Advisors LLC240,805$7.92M1.9%+3.2%1.475%
2/4/2021Steel Peak Wealth Management LLC56,570$1.86M0.2%N/A0.346%
2/4/2021Cambridge Investment Research Advisors Inc.26,574$0.87M0.0%+62.9%0.163%
2/3/2021Dynamic Advisor Solutions LLC6,270$0.21M0.0%N/A0.038%
2/1/2021AE Wealth Management LLC9,974$0.33M0.0%N/A0.061%
1/30/2021StrategIQ Financial Group LLC55,381$1.82M0.4%-2.7%0.339%
1/30/2021Great Valley Advisor Group Inc.62,315$2.05M0.2%+46.5%0.382%
1/29/2021Stratos Wealth Partners LTD.8,680$0.29M0.0%N/A0.053%
1/29/2021Creative Planning10,489$0.35M0.0%-51.2%0.064%
1/28/2021GoalVest Advisory LLC76,990$2.53M2.1%N/A0.473%
1/28/2021NewFocus Financial Group LLC23,848$0.78M0.2%-6.1%0.147%
1/25/2021V Wealth Advisors LLC38,391$1.26M0.3%+89.1%0.236%
1/21/2021WBH Advisory Inc.26,620$0.89M0.2%-6.3%0.165%
1/21/2021Clearview Wealth Advisors LLC961$32K0.0%N/A0.006%
1/20/2021Kestra Advisory Services LLC49,043$1.60M0.0%+3.5%0.303%
1/14/2021Kovack Advisors Inc.8,583$0.28M0.0%-7.9%0.054%
11/23/2020Eudaimonia Partners LLC6,733$0.20M0.0%+235.3%0.043%
11/16/2020Eudaimonia Partners LLC6,733$0.20M0.1%+235.3%0.048%
11/13/2020Equitable Holdings Inc.17,871$0.54M0.0%+15.8%0.128%
11/13/2020Morgan Stanley477,350$14.45M0.0%+55.8%3.407%
11/13/2020Change Path LLC17,259$0.52M0.1%+18.5%0.123%
11/13/2020Charles Schwab Investment Management Inc.33,921$1.03M0.0%-1.3%0.242%
11/13/2020Cetera Advisor Networks LLC7,226$0.22M0.0%-35.0%0.052%
11/12/2020Citizens Financial Group Inc RI26,524$0.80M0.1%+25.7%0.189%
11/12/2020Kestra Advisory Services LLC47,387$1.43M0.0%N/A0.338%
11/12/2020Quest Capital Management Inc. ADV18,969$0.57M0.2%-10.9%0.136%
11/9/2020LPL Financial LLC1,784,723$54.02M0.1%+131.8%12.980%
11/6/2020Janney Montgomery Scott LLC6,974$0.21M0.0%N/A0.051%
11/5/2020Commonwealth Equity Services LLC147,496$4.46M0.0%+67.7%1.073%
11/5/2020Wells Fargo & Company MN289,719$8.77M0.0%+4.4%2.107%
11/4/2020Raymond James Financial Services Advisors Inc.167,130$5.06M0.0%-1.6%1.215%
11/4/2020Raymond James & Associates303,916$9.20M0.0%+30.1%2.210%
11/3/2020Institute for Wealth Management LLC.41,145$1.25M0.3%-2.4%0.299%
11/2/2020Kovack Advisors Inc.9,322$0.28M0.1%-10.1%0.068%
11/2/2020StrategIQ Financial Group LLC56,944$1.72M0.4%-14.3%0.414%
10/29/2020Cambridge Investment Research Advisors Inc.16,309$0.49M0.0%-8.4%0.119%
10/23/2020Welch & Forbes LLC7,283$0.22M0.0%N/A0.053%
10/22/2020NEXT Financial Group Inc3,758$0.11M0.0%N/A0.027%
10/21/2020Great Valley Advisor Group Inc.42,538$1.29M0.2%+73.7%0.310%
10/19/2020Good Life Advisors LLC233,379$7.07M1.9%N/A1.703%
10/19/2020Capital Investment Advisory Services LLC2,468$75K0.0%+70.2%0.018%
10/15/2020Arlington Partners LLC3,180$96K0.1%-23.9%0.023%
10/14/2020Nachman Norwood & Parrott Inc872$26K0.0%N/A0.006%
10/14/2020Avantax Advisory Services Inc.12,041$0.36M0.0%+63.6%0.088%
10/13/2020V Wealth Advisors LLC20,306$0.62M0.4%-44.4%0.148%
10/13/2020Flagship Harbor Advisors LLC1,981$59K0.0%+71.7%0.014%
8/28/2020PNC Financial Services Group Inc.10,285$0.29M0.0%+11.5%0.081%
8/20/2020Charles Schwab Investment Management Inc.34,384$0.97M0.0%-10.8%0.271%
8/18/2020KC Investment Advisors LLC11,213$0.32M0.5%N/A0.088%
8/17/2020Private Advisor Group LLC3,888$0.11M0.0%N/A0.031%
8/14/2020Bank of America Corp DE381,237$10.75M0.0%+7.6%3.002%
8/14/2020Advisor Group Holdings Inc.77,595$2.19M0.0%-5.7%0.611%
8/14/2020Baird Financial Group Inc.18,183$0.56M0.0%+8.4%0.143%
8/13/2020First Republic Investment Management Inc.306,160$8.63M0.0%-5.3%2.411%
8/13/2020Equitable Holdings Inc.15,428$0.44M0.0%N/A0.121%
8/12/2020Bank of Montreal Can54,758$1.54M0.0%-1.3%0.431%
8/12/2020Commonwealth Equity Services LLC87,954$2.48M0.0%-2.8%0.693%
8/10/2020Advisory Services Network LLC27,168$0.77M0.0%-17.7%0.214%
8/7/2020PNC Financial Services Group Inc.10,285$0.29M0.0%+11.5%0.081%
(Data available from 1/1/2016 forward)

This page was last updated on 5/8/2021 by MarketBeat.com Staff
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