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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$54.58 +0.51 (+0.94%)
As of 03:30 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)
56
Total
Institutional Inflows
(last 12 months)
$53.05M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$56.89M
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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
5/13/2026Cetera Investment Advisers91,348$4.67M0.0%-2.3%0.646%
5/13/2026Wealthspire Retirement LLC113,619$5.81M0.3%-1.1%0.804%
5/6/2026 Assetmark Inc.1,111$57K0.0%+900.9%0.008%
5/6/2026 SteelPeak Wealth LLC53,914$2.76M0.1%+497.3%0.382%
5/6/2026 Allspring Global Investments Holdings LLC5,600$287K0.0%+250.0%0.040%
5/6/2026 Independent Financial Group LLC22,702$1.16M0.0%N/A0.161%
5/5/2026 Bank of New York Mellon Corp19,375$990K0.0%-30.2%0.137%
5/2/2026 International Assets Investment Management LLC2,425$124K0.0%+45.2%0.017%
5/1/2026 Citizens Financial Group Inc. RI95,870$4.90M0.1%+0.2%0.678%
5/1/2026 Fifth Third Bancorp547$28K0.0%N/A0.004%
5/1/2026 Sovran Advisors LLC5,711$309K0.0%+4.0%0.040%
4/30/2026 Ibex Wealth Advisors8,478$433K0.0%N/A0.060%
4/30/2026 Kestra Advisory Services LLC9,782$500K0.0%+11.2%0.069%
4/30/2026 CFS Investment Advisory Services LLC18,594$1.00M0.1%-4.3%0.132%
4/28/2026 WBH Advisory Inc.9,146$468K0.0%-8.3%0.064%
4/27/2026 Private Advisor Group LLC45,299$2.31M0.0%-1.8%0.319%
4/22/2026 Janney Montgomery Scott LLC7,608$389K0.0%-5.2%0.054%
4/17/2026 Everstar Asset Management LLC70,354$3.60M1.9%+11.8%0.496%
3/17/2026Rockefeller Capital Management L.P.100,725$5.19M0.0%-0.9%0.698%
2/18/2026Mercer Global Advisors Inc. ADV5,711$294K0.0%+10.1%0.040%
2/18/2026EP Wealth Advisors LLC14,996$772K0.0%N/A0.104%
2/18/2026NewEdge Advisors LLC5,553$286K0.0%-4.6%0.038%
2/18/2026IHT Wealth Management LLC5,809$299K0.0%-4.0%0.040%
2/17/2026Cetera Investment Advisers93,536$4.82M0.0%+0.4%0.648%
2/17/2026Equitable Holdings Inc.68,707$3.54M0.0%+14.0%0.476%
2/17/2026Osaic Holdings Inc.56,828$2.93M0.0%-4.4%0.394%
2/17/2026Captrust Financial Advisors10,417$537K0.0%+5.0%0.072%
2/17/2026Royal Bank of Canada70,844$3.65M0.0%-37.7%0.491%
2/16/2026 MML Investors Services LLC30,897$1.59M0.0%-57.1%0.214%
2/16/2026Mariner LLC68,956$3.55M0.0%+2.8%0.478%
2/13/2026 Kestra Advisory Services LLC8,794$453K0.0%+30.0%0.061%
2/13/2026CreativeOne Wealth LLC74,485$3.84M0.1%+2.0%0.516%
2/13/2026 UMB Bank n.a.16,000$824K0.0%N/A0.111%
2/13/2026 Stifel Financial Corp11,663$601K0.0%-15.1%0.081%
2/13/2026 Wells Fargo & Company MN206,358$10.63M0.0%-1.9%1.429%
2/12/2026 Commonwealth Equity Services LLC82,562$4.25M0.0%-0.7%0.572%
2/12/2026 Steward Partners Investment Advisory LLC45,352$2.34M0.0%-1.1%0.314%
2/12/2026Bank of Montreal Can22,659$1.17M0.0%+3.2%0.157%
2/11/2026 LPL Financial LLC1,810,292$93.24M0.0%-0.9%12.537%
2/11/2026 J.W. Cole Advisors Inc.32,955$1.68M0.0%-3.2%0.228%
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2/10/2026Lido Advisors LLC17,239$875K0.0%+2.7%0.119%
2/10/2026 Tidemark LLC538$28K0.0%-36.0%0.004%
2/10/2026 Founders Financial Securities LLC6,198$319K0.0%N/A0.043%
2/9/2026 Clearstead Advisors LLC414,952$21.37M0.3%-0.5%2.874%
2/6/2026 Flaharty Asset Management LLC501,524$25.83M3.2%+0.3%3.473%
2/6/2026 HighTower Advisors LLC56,787$2.93M0.0%+55.9%0.393%
2/5/2026 Everstar Asset Management LLC62,930$3.24M1.5%+10.5%0.436%
2/5/2026AlphaCore Capital LLC1,916$99K0.0%N/A0.013%
2/5/2026 Atlas Private Wealth Advisors45,155$2.33M0.5%-5.0%0.313%
2/3/2026 International Assets Investment Management LLC1,670$86K0.0%N/A0.012%
2/2/2026 Advanced Asset Management Advisors Inc690$36K0.0%-50.0%0.005%
1/30/2026 Citizens Financial Group Inc. RI95,674$4.93M0.1%-16.9%0.663%
1/29/2026 UBS Group AG75,410$3.88M0.0%-0.3%0.522%
1/28/2026 Cape ANN Savings Bank15,205$783K0.4%N/A0.105%
1/28/2026 Kingswood Wealth Advisors LLC46,234$2.38M0.1%+1.9%0.320%
1/28/2026 CPC Advisors LLC152,434$7.85M0.8%N/A1.056%
1/27/2026 TD Waterhouse Canada Inc.99,659$5.13M0.0%+5.2%0.687%
1/26/2026 Merit Financial Group LLC18,629$959K0.0%-52.7%0.128%
1/23/2026Choreo LLC95,074$4.93M0.1%-9.8%0.653%
1/21/2026 Capital Advisory Group Advisory Services LLC53,169$2.74M0.8%-0.9%0.364%
1/21/2026 Flagship Harbor Advisors LLC16,322$841K0.0%-16.7%0.112%
1/21/2026 Sound Income Strategies LLC1,115$59K0.0%N/A0.008%
1/20/2026Florida Trust Wealth Management Co10,550$543K0.0%-2.8%0.072%
1/20/2026 Sovran Advisors LLC5,489$290K0.0%+4.7%0.038%
1/20/2026 Stratos Wealth Partners LTD.9,939$512K0.0%+7.1%0.068%
1/20/2026 SteelPeak Wealth LLC9,026$465K0.0%N/A0.062%
1/15/2026 Allspring Global Investments Holdings LLC1,600$83K0.0%N/A0.011%
1/12/2026 Focus Financial Network Inc.113,475$5.85M0.2%+0.2%0.776%
1/1/2026JPMorgan Chase & Co.37,512$1.90M0.0%-5.4%0.261%
12/2/2025Allworth Financial LP3,184$162K0.0%+22.2%0.022%
11/25/2025 Briaud Financial Planning Inc4,574$232K0.1%+17.6%0.032%
11/17/2025NewEdge Advisors LLC5,820$295K0.0%-8.8%0.040%
11/17/2025Susquehanna International Group LLP9,048$459K0.0%+65.9%0.063%
11/17/2025Mariner LLC67,049$3.40M0.0%-1.2%0.466%
11/17/2025Lido Advisors LLC16,783$852K0.0%N/A0.117%
11/17/2025Bank of America Corp DE275,362$13.97M0.0%+0.7%1.915%
11/17/2025Ameriprise Financial Inc.18,333$930K0.0%-4.5%0.127%
11/14/2025 Creative Planning9,820$498K0.0%+4.4%0.068%
11/14/2025Raymond James Financial Inc.844,797$42.87M0.0%-0.2%5.875%
11/14/2025Equitable Holdings Inc.60,288$3.06M0.0%+13.5%0.419%
11/13/2025 UBS Group AG75,646$3.84M0.0%-20.9%0.526%
11/13/2025 Private Advisor Group LLC46,387$2.35M0.0%-2.1%0.323%
11/13/2025CreativeOne Wealth LLC73,025$3.71M0.1%+5.3%0.508%
11/10/2025 Clearstead Advisors LLC417,054$21.16M0.3%-2.2%2.900%
11/7/2025JPMorgan Chase & Co.37,512$1.90M0.0%-5.4%0.261%
11/7/2025 PNC Financial Services Group Inc.2,871$146K0.0%-60.8%0.020%
11/6/2025 Stratos Wealth Partners LTD.9,278$471K0.0%-22.0%0.065%
11/6/2025 Northwest Financial Advisors5,090$258K0.3%-7.0%0.035%
11/5/2025 Flagship Harbor Advisors LLC19,588$994K0.0%+10.3%0.136%
11/5/2025 J.W. Cole Advisors Inc.34,057$1.73M0.0%-0.8%0.237%
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11/5/2025 Envestnet Asset Management Inc.11,100$563K0.0%+13.3%0.077%
11/4/2025Jones Financial Companies Lllp148,265$7.48M0.0%+6.0%1.031%
11/4/2025 Flaharty Asset Management LLC500,099$25.38M3.2%N/A3.478%
11/4/2025 Atlas Private Wealth Advisors47,556$2.41M0.6%-51.4%0.331%
11/3/2025 TD Waterhouse Canada Inc.94,704$4.83M0.0%-0.4%0.656%
10/31/2025 CFS Investment Advisory Services LLC19,539$1.00M0.1%-4.2%0.135%
10/31/2025 Sovran Advisors LLC5,245$267K0.0%+10.4%0.036%
10/30/2025 WBH Advisory Inc.10,093$512K0.0%-3.5%0.070%
10/29/2025 Capital Advisory Group Advisory Services LLC53,626$2.72M0.8%-1.2%0.372%
10/24/2025 Citizens Financial Group Inc. RI115,160$5.84M0.1%-3.5%0.798%


PFM Institutional Ownership - Frequently Asked Questions

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 ($93.24M), Raymond James Financial Inc. ($42.87M), Flaharty Asset Management LLC ($25.83M), Clearstead Advisors LLC ($21.37M), Raymond James Financial Services Advisors Inc. ($19.17M), Raymond James & Associates ($17.91M), and Bank of America Corp DE ($13.97M).Learn more on Invesco Dividend Achievers ETF's institutional investors.

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), Flaharty Asset Management LLC ($510.03K), SteelPeak Wealth LLC ($189.05K), Raymond James & Associates ($152.78K), CPC Advisors LLC ($152.43K), LPL Financial LLC ($67.99K), and Waverly Advisors LLC ($58.63K).

Institutional investors have bought a total of 1,045,954 shares in the last 24 months. This purchase volume represents approximately $53.05M in transactions.

Of the 58 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: Flaharty Asset Management LLC ($326.30K), Atria Wealth Solutions Inc. ($230.02K), SteelPeak Wealth LLC ($135.13K), Atlas Private Wealth Advisors ($64.78K), Jones Financial Companies Lllp ($62.91K), Envestnet Asset Management Inc. ($52.47K), and Royal Bank of Canada ($44.91K).

Institutional investors have sold a total of 1,182,767 shares in the last 24 months. This volume of shares sold represents approximately $56.89M in transactions.


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This page (NASDAQ:PFM) was last updated on 5/14/2026 by MarketBeat.com Staff.
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