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Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$56.55 +0.15 (+0.27%)
As of 10:22 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dividend Achievers ETF (NASDAQ:PFM)

Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$52.52M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$43.08M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 City Holding Co.1,044$58K0.0%N/A0.007%
7/9/2026 Focus Financial Network Inc.113,600$6.30M0.2%+0.3%0.809%
7/9/2026 Flaharty Asset Management LLC47,080$2.63M3.8%-90.6%0.335%
7/1/2026 Eastern Bank12,569$697K0.0%+128.4%0.089%
5/19/2026Western Wealth Management LLC1,509$77K0.0%N/A0.011%
5/19/2026Bank of America Corp DE268,123$13.70M0.0%-3.5%1.898%
5/18/2026Royal Bank of Canada73,958$3.78M0.0%+4.4%0.523%
5/15/2026Waverly Advisors LLC46,732$2.39M0.0%+0.4%0.331%
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%
5/6/2026Allspring 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%
5/5/2026Bank 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%
5/1/2026Citizens Financial Group Inc. RI95,870$4.90M0.1%+0.2%0.678%
5/1/2026Fifth 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%
4/28/2026WBH 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%
4/22/2026Janney Montgomery Scott LLC7,608$389K0.0%-5.2%0.054%
4/17/2026Everstar 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%
2/16/2026MML 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%
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2/13/2026UMB Bank n.a.16,000$824K0.0%N/A0.111%
2/13/2026Stifel Financial Corp11,663$601K0.0%-15.1%0.081%
2/13/2026Wells 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%
2/12/2026Steward 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%
2/11/2026LPL 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%
2/10/2026Lido Advisors LLC17,239$875K0.0%+2.7%0.119%
2/10/2026Tidemark LLC538$28K0.0%-36.0%0.004%
2/10/2026Founders Financial Securities LLC6,198$319K0.0%N/A0.043%
2/9/2026Clearstead 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%
2/6/2026HighTower Advisors LLC56,787$2.93M0.0%+55.9%0.393%
2/5/2026Everstar 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%
1/30/2026Citizens Financial Group Inc. RI95,674$4.93M0.1%-16.9%0.663%
1/29/2026UBS Group AG75,410$3.88M0.0%-0.3%0.522%
1/28/2026Cape 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%
1/21/2026Capital 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%
1/20/2026 Florida Trust Wealth Management Co10,550$543K0.0%-2.8%0.072%
1/20/2026 Sovran Advisors LLC5,489$290K0.0%+4.7%0.038%
1/20/2026Stratos Wealth Partners LTD.9,939$512K0.0%+7.1%0.068%
1/20/2026 SteelPeak Wealth LLC9,026$465K0.0%N/A0.062%
1/15/2026Allspring 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%
11/14/2025Creative 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%
11/13/2025UBS 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%
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11/13/2025CreativeOne Wealth LLC73,025$3.71M0.1%+5.3%0.508%
11/10/2025Clearstead Advisors LLC417,054$21.16M0.3%-2.2%2.900%
11/7/2025JPMorgan Chase & Co.37,512$1.90M0.0%-5.4%0.261%
11/7/2025PNC Financial Services Group Inc.2,871$146K0.0%-60.8%0.020%
11/6/2025Stratos 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%
11/5/2025Envestnet 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%


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), Clearstead Advisors LLC ($21.37M), Raymond James & Associates ($17.91M), Bank of America Corp DE ($13.70M), Wells Fargo & Company MN ($10.63M), and CPC Advisors LLC ($7.85M).Learn more on Invesco Dividend Achievers ETF's institutional investors.

Of the 106 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 ($501.52K), SteelPeak Wealth LLC ($189.05K), CPC Advisors LLC ($152.43K), LPL Financial LLC ($67.99K), Nestegg Advisors Inc. ($50.91K), and Dorsey Wright & Associates ($50.03K).

Institutional investors have bought a total of 1,032,499 shares in the last 24 months. This purchase volume represents approximately $52.52M in transactions.

Of the 49 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 ($452.94K), Atlas Private Wealth Advisors ($64.78K), Royal Bank of Canada ($42.85K), MML Investors Services LLC ($41.11K), Cetera Investment Advisers ($26.00K), Citizens Financial Group Inc. RI ($23.70K), and Merit Financial Group LLC ($20.79K).

Institutional investors have sold a total of 806,968 shares in the last 24 months. This volume of shares sold represents approximately $43.08M in transactions.


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This page (NASDAQ:PFM) was last updated on 8/3/2026 by MarketBeat.com Staff.
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