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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

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(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco Dividend Achievers ETF (NASDAQ:PFM)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$70.76M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$64.84M
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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
4/25/2024Eudaimonia Advisors LLC43,234$1.84M1.0%+10.4%0.278%
4/24/2024 Spire Wealth Management666$28K0.0%-75.6%0.004%
4/23/2024 Revisor Wealth Management LLC9,328$385K0.2%N/A0.060%
4/23/2024 Raymond James Financial Services Advisors Inc.428,518$18.24M0.0%+6.6%2.758%
4/22/2024 Raymond James & Associates231,994$9.88M0.0%-2.8%1.493%
4/18/2024 SteelPeak Wealth LLC17,283$736K0.0%-41.4%0.111%
4/16/2024 Tsfg LLC1,189$51K0.0%-89.7%0.008%
2/28/2024EP Wealth Advisors LLC10,875$434K0.0%-40.7%0.070%
2/16/2024United Advisor Group LLC8,349$333K0.4%N/A0.054%
2/14/2024CFS Investment Advisory Services LLC19,039$759K0.1%+35.0%0.123%
2/13/2024Steward Partners Investment Solutions LLC7,216$288K0.1%N/A0.047%
2/12/2024Focus Financial Network Inc. ADV112,613$4.49M0.2%N/A0.726%
2/12/2024Steward Partners Investment Advisory LLC42,159$1.68M0.0%+2.0%0.272%
2/9/2024 Cambridge Investment Research Advisors Inc.33,559$1.34M0.0%-11.1%0.216%
2/9/2024Tidemark LLC1,170$47K0.0%N/A0.008%
2/9/2024CreativeOne Wealth LLC48,057$1.92M0.1%+346.4%0.310%
2/9/2024Wells Fargo & Company MN166,296$6.63M0.0%+0.5%1.072%
2/7/2024Avantax Advisory Services Inc.29,224$1.17M0.0%-57.5%0.188%
2/7/2024Northwest Financial Advisors5,471$218K0.2%N/A0.035%
2/6/2024Private Advisor Group LLC32,866$1.31M0.0%+18.3%0.212%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC431,916$17.23M0.5%+1.9%2.785%
2/5/2024Choreo LLC112,530$4.49M0.1%+0.3%0.726%
2/5/2024Flaharty Asset Management LLC752,530$30.02M4.7%+0.5%4.852%
2/2/2024Citizens Financial Group Inc. RI117,257$4.68M0.2%-0.3%0.756%
2/2/2024Atria Wealth Solutions Inc.206,780$8.25M0.1%+0.6%1.333%
2/1/2024Capital Investment Advisory Services LLC3,058$122K0.0%+19.5%0.020%
1/31/2024HTLF Bank16,000$638K0.1%N/A0.103%
1/31/2024Key Financial Inc2,849$114K0.0%+77.6%0.018%
1/29/2024Koshinski Asset Management Inc.28,340$1.13M0.2%+100.0%0.183%
1/26/2024Financial Guidance Group Inc.5,120$204K0.1%N/A0.033%
1/24/2024 Stratos Wealth Partners LTD.16,202$646K0.0%+97.6%0.105%
1/24/2024 SteelPeak Wealth LLC29,510$1.18M0.1%N/A0.191%
1/24/2024 Private Trust Co. NA6,867$274K0.0%-35.3%0.044%
1/23/2024StrategIQ Financial Group LLC55,376$2.21M0.2%+2.0%0.357%
1/22/2024 Strategies Wealth Advisors LLC23,364$932K0.2%-2.2%0.151%
1/18/2024Good Life Advisors LLC8,797$351K0.0%-6.3%0.057%
1/16/2024 Raymond James Financial Services Advisors Inc.401,893$16.03M0.0%+0.9%2.590%
1/16/2024 Raymond James & Associates238,698$9.52M0.0%+3.6%1.538%
1/11/2024Bond & Devick Financial Network Inc.13,561$541K0.3%+4.2%0.087%
1/11/2024Atlas Private Wealth Advisors482,826$19.26M3.6%-48.5%3.085%
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1/9/2024 WBH Advisory Inc.14,232$568K0.1%-3.2%0.090%
11/24/2023EP Wealth Advisors LLC18,345$670K0.0%+1,135.4%0.113%
11/14/2023Tower Research Capital LLC TRC10,449$382K0.0%+341.4%0.065%
11/13/2023Citizens Financial Group Inc. RI117,601$4.30M0.2%+0.4%0.727%
11/13/2023Mariner LLC43,064$1.57M0.0%-45.6%0.266%
11/13/2023LPL Financial LLC2,434,385$88.93M0.1%-13.1%15.046%
11/13/2023Kestra Advisory Services LLC43,288$1.58M0.0%+2.0%0.268%
11/13/2023PNC Financial Services Group Inc.3,031$111K0.0%-37.5%0.019%
11/9/2023UBS Group AG96,758$3.54M0.0%-16.1%0.598%
11/8/2023Aptus Capital Advisors LLC3,920$143K0.0%+55.6%0.024%
11/8/2023Choreo LLC112,221$4.10M0.1%-0.2%0.694%
11/8/2023HighTower Advisors LLC35,185$1.29M0.0%+13.1%0.217%
11/8/2023Janney Montgomery Scott LLC9,576$350K0.0%+6.6%0.059%
11/8/2023Atria Wealth Solutions Inc.205,580$7.51M0.1%+181.0%1.271%
11/8/2023Avantax Advisory Services Inc.68,721$2.51M0.0%+3.2%0.425%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC423,799$15.48M0.5%+2.3%2.619%
11/3/2023Private Advisor Group LLC27,774$1.02M0.0%+27.2%0.172%
10/25/2023 Brown Advisory Inc.12,191$445K0.0%-5.1%0.075%
10/24/2023Eudaimonia Advisors LLC39,166$1.43M1.0%+3.8%0.241%
10/24/2023 Stratos Wealth Partners LTD.8,200$300K0.0%-44.3%0.051%
10/24/2023 Raymond James Financial Services Advisors Inc.398,438$14.56M0.0%-8.6%2.456%
10/24/2023 Raymond James & Associates230,501$8.42M0.0%-0.6%1.421%
10/24/2023 Cambridge Investment Research Advisors Inc.37,759$1.38M0.0%-14.9%0.233%
10/23/2023Commonwealth Equity Services LLC141,664$5.18M0.0%-9.6%0.873%
10/20/2023Golden State Equity Partners48,115$1.76M0.5%+42.4%0.297%
10/18/2023 Private Trust Co. NA10,610$388K0.1%+41.3%0.065%
10/17/2023CreativeOne Wealth LLC10,765$393K0.0%-75.9%0.066%
10/17/2023Impact Partnership Wealth LLC1,100$40K0.0%N/A0.007%
10/17/2023 Flagship Harbor Advisors LLC12,104$442K0.0%+7.7%0.075%
10/11/2023Atlas Private Wealth Advisors937,671$34.25M6.5%+10.3%5.781%
10/10/2023 WBH Advisory Inc.14,698$537K0.1%-6.3%0.091%
10/10/2023 Strategies Wealth Advisors LLC23,896$873K0.2%-1.1%0.147%
8/21/2023Osaic Holdings Inc.547,037$20.92M0.0%+57.0%3.286%
8/14/2023Fort Point Capital Partners LLC23,002$879K0.1%+14.7%0.138%
8/14/2023Guardian Wealth Advisors LLC NC2,520$96K0.0%+12,500.0%0.015%
8/11/2023Kestra Advisory Services LLC42,447$1.62M0.0%+4.8%0.255%
8/11/2023Flaharty Asset Management LLC721,733$27.59M4.7%+2.0%4.335%
8/10/2023Osaic Holdings Inc.547,037$20.92M0.0%+57.0%3.286%
8/10/2023Commonwealth Equity Services LLC156,706$5.99M0.0%-7.6%0.941%
8/10/2023Truvestments Capital LLC4,846$185K0.1%-9.4%0.029%
8/10/2023Private Advisor Group LLC21,836$835K0.0%-9.2%0.131%
8/10/2023Cetera Advisors LLC7,148$273K0.0%+5.4%0.043%
8/10/2023Cetera Advisor Networks LLC31,162$1.19M0.0%-27.8%0.187%
8/9/2023 Coastal Investment Advisors Inc.815$31K0.0%N/A0.005%
8/8/2023Wilbanks Smith & Thomas Asset Management LLC414,231$15.84M0.5%+2.5%2.488%
8/7/2023Insight Advisors LLC PA6,436$246K0.1%-29.3%0.039%
8/4/2023Atlas Private Wealth Advisors849,801$32.49M6.6%+118.5%5.104%
8/4/2023Choreo LLC112,502$4.30M0.1%-43.7%0.676%
8/3/2023Atria Wealth Solutions Inc.73,162$2.80M0.0%N/A0.429%
8/3/2023 CWM LLC2,403$92K0.0%-18.0%0.014%
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8/2/2023MAI Capital Management56,273$2.15M0.0%-3.3%0.330%
8/2/2023Bank of Montreal Can16,711$640K0.0%N/A0.098%
7/31/2023LPL Financial LLC2,801,986$107.12M0.1%-5.7%16.415%
7/31/2023 Brown Advisory Inc.12,852$491K0.0%-3.1%0.075%
7/28/2023Koshinski Asset Management Inc.14,170$542K0.1%-40.7%0.083%
7/25/2023 Raymond James Financial Services Advisors Inc.436,064$16.67M0.0%-5.3%2.541%
7/25/2023 Raymond James & Associates231,999$8.87M0.0%-0.7%1.352%
7/21/2023CFS Investment Advisory Services LLC12,324$471K0.1%-2.4%0.070%
7/19/2023Rodgers & Associates LTD5,894$225K0.0%-4.2%0.034%
7/19/2023Eudaimonia Advisors LLC37,737$1.44M1.0%+6.7%0.215%
(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, 98 institutional investors and hedge funds held shares of Invesco Dividend Achievers ETF. The most heavily invested institutionals were LPL Financial LLC ($88.93M), Bank of America Corp DE ($36.08M), Advisor Group Holdings Inc. ($30.21M), Flaharty Asset Management LLC ($30.02M), Osaic Holdings Inc. ($20.92M), Atlas Private Wealth Advisors ($19.26M), and Raymond James Financial Services Advisors Inc. ($18.24M).Learn more on PFM's institutional investors.

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

Of the 90 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: Atlas Private Wealth Advisors ($931.20K), Wilbanks Smith & Thomas Asset Management LLC ($422.90K), Osaic Holdings Inc. ($397.36K), Flaharty Asset Management LLC ($329.13K), Atria Wealth Solutions Inc. ($206.78K), Citigroup Inc. ($152.75K), and Horizon Wealth Management LLC ($150.29K).

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

Institutional investors have bought a total of 3,920,873 shares in the last 24 months. This purchase volume represents approximately $227.71M in transactions.

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

Of the 51 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: Advisor Group Holdings Inc. ($873.99K), LPL Financial LLC ($807.08K), Atlas Private Wealth Advisors ($454.85K), CFS Investment Advisory Services LLC ($300.28K), Good Life Advisors LLC ($299.06K), Avantax Advisory Services Inc. ($191.86K), and CWM LLC ($190.94K).

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

Institutional investors have sold a total of 3,850,601 shares in the last 24 months. This volume of shares sold represents approximately $230.13M in transactions.


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This page (NASDAQ:PFM) was last updated on 4/26/2024 by MarketBeat.com Staff

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