Go Pro
→ Elon Is Quietly Doubling Down on This Bizarre Asset (From Brownstone Research) (Ad)tc pixel Free PFM Stock Alerts

Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$55.99 -0.01 (-0.02%)
As of 07/13/2026 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$52.72M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$63.80M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PFM Institutional Buying and Selling by Quarter

Invesco Dividend Achievers ETF Major Shareholders & Ownership History

Export
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%
5/6/2026Assetmark Inc.1,111$57K0.0%+900.9%0.008%
5/6/2026SteelPeak Wealth LLC53,914$2.76M0.1%+497.3%0.382%
5/6/2026Allspring Global Investments Holdings LLC5,600$287K0.0%+250.0%0.040%
5/6/2026Independent 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%
5/2/2026International 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%
5/1/2026Sovran Advisors LLC5,711$309K0.0%+4.0%0.040%
4/30/2026Ibex Wealth Advisors8,478$433K0.0%N/A0.060%
4/30/2026Kestra Advisory Services LLC9,782$500K0.0%+11.2%0.069%
4/30/2026CFS 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%
4/27/2026Private 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%
2/13/2026Kestra Advisory Services LLC8,794$453K0.0%+30.0%0.061%
2/13/2026CreativeOne Wealth LLC74,485$3.84M0.1%+2.0%0.516%
ALT SL: New Patent Reveals Elon Musk’s Next Breakthrough: M.A.G.I. (Ad)

Jeff Brown and Marc Chaikin - two investors who spotted Nvidia a decade ago - are now pointing to Elon Musk's latest AI patent as the catalyst behind their next major call. They say a market pattern with a 100% historical track record is converging with this new breakthrough by end of month. The last time conditions aligned like this, investors had the chance to turn $10,000 into as much as $350,000 in roughly 12 months. Brown and Chaikin have released the full details for investors who want to get ahead of it.tc pixel

See Jeff Brown and Marc Chaikin's full analysis and next steps here
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%
2/12/2026Commonwealth 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%
2/11/2026J.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%
2/5/2026Atlas Private Wealth Advisors45,155$2.33M0.5%-5.0%0.313%
2/3/2026International Assets Investment Management LLC1,670$86K0.0%N/A0.012%
2/2/2026Advanced 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%
1/28/2026Kingswood Wealth Advisors LLC46,234$2.38M0.1%+1.9%0.320%
1/28/2026CPC Advisors LLC152,434$7.85M0.8%N/A1.056%
1/27/2026TD Waterhouse Canada Inc.99,659$5.13M0.0%+5.2%0.687%
1/26/2026Merit 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%
1/21/2026Flagship Harbor Advisors LLC16,322$841K0.0%-16.7%0.112%
1/21/2026Sound Income Strategies LLC1,115$59K0.0%N/A0.008%
1/20/2026Florida Trust Wealth Management Co10,550$543K0.0%-2.8%0.072%
1/20/2026Sovran Advisors LLC5,489$290K0.0%+4.7%0.038%
1/20/2026Stratos Wealth Partners LTD.9,939$512K0.0%+7.1%0.068%
1/20/2026SteelPeak 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%
11/25/2025Briaud 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%
11/13/2025Private Advisor Group LLC46,387$2.35M0.0%-2.1%0.323%
Gates. Google. The Pentagon. (Ad)

Bill Gates wrote a $100 million check. Google signed a 15-year contract. The Pentagon named it their top energy priority. All three are backing the same company - and the same energy source that holds 140 times global electricity demand. Last year a drilling crew cracked through three miles of solid rock in 16 days - the government had projected 64. On August 18th, Washington is handing this technology a tax credit advantage that solar and wind no longer receive.tc pixel

See the company Gates, Google, and the Pentagon are all backing
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%
11/6/2025Northwest Financial Advisors5,090$258K0.3%-7.0%0.035%
11/5/2025Flagship Harbor Advisors LLC19,588$994K0.0%+10.3%0.136%
11/5/2025J.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, 130 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 Financial Services Advisors Inc. ($19.17M), Raymond James & Associates ($17.91M), Bank of America Corp DE ($13.70M), and Wells Fargo & Company MN ($10.63M).Learn more on Invesco Dividend Achievers ETF's institutional investors.

Of the 107 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 Nestegg Advisors Inc. ($50.91K).

Institutional investors have bought a total of 1,036,642 shares in the last 24 months. This purchase volume represents approximately $52.72M in transactions.

Of the 55 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), Atria Wealth Solutions Inc. ($230.02K), SteelPeak Wealth LLC ($135.13K), Atlas Private Wealth Advisors ($64.78K), Envestnet Asset Management Inc. ($52.47K), Royal Bank of Canada ($42.85K), and MML Investors Services LLC ($41.11K).

Institutional investors have sold a total of 1,237,080 shares in the last 24 months. This volume of shares sold represents approximately $63.80M in transactions.


Related Companies

This page (NASDAQ:PFM) was last updated on 7/14/2026 by MarketBeat.com Staff.
From Our Partners
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
They told you not to miss this one
The largest companies in the SP 500 are now more overvalued relative to fundamentals than they were at the abs...
Thor Metals | Sponsoredtc pixel
Forget SpaceX, this is Elon’s Next Breakthrough
Jeff Brown and Marc Chaikin - two investors who called Nvidia a decade ago - say Elon Musk's newly filed AI pa...
Brownstone Research | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel