Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free PFM Stock Alerts

Invesco Dividend Achievers ETF (PFM) Institutional Ownership

Invesco Dividend Achievers ETF logo
$55.50 -0.13 (-0.23%)
As of 03:59 PM Eastern
Compare

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)
$52.57M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$38.74M
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
5/19/2026 Western Wealth Management LLC1,509$77K0.0%N/A0.011%
5/19/2026 Bank of America Corp DE268,123$13.70M0.0%-3.5%1.898%
5/18/2026 Royal Bank of Canada73,958$3.78M0.0%+4.4%0.523%
5/15/2026 Waverly Advisors LLC46,732$2.39M0.0%+0.4%0.331%
5/13/2026 Cetera Investment Advisers91,348$4.67M0.0%-2.3%0.646%
5/13/2026 Wealthspire 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%
3/17/2026 Rockefeller Capital Management L.P.100,725$5.19M0.0%-0.9%0.698%
2/18/2026 Mercer Global Advisors Inc. ADV5,711$294K0.0%+10.1%0.040%
2/18/2026 EP Wealth Advisors LLC14,996$772K0.0%N/A0.104%
2/18/2026 NewEdge Advisors LLC5,553$286K0.0%-4.6%0.038%
2/18/2026 IHT Wealth Management LLC5,809$299K0.0%-4.0%0.040%
2/17/2026 Cetera Investment Advisers93,536$4.82M0.0%+0.4%0.648%
2/17/2026 Equitable Holdings Inc.68,707$3.54M0.0%+14.0%0.476%
2/17/2026 Osaic Holdings Inc.56,828$2.93M0.0%-4.4%0.394%
2/17/2026 Captrust Financial Advisors10,417$537K0.0%+5.0%0.072%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC68,956$3.55M0.0%+2.8%0.478%
2/13/2026 Kestra Advisory Services LLC8,794$453K0.0%+30.0%0.061%
2/13/2026 CreativeOne 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
2/12/2026 Steward Partners Investment Advisory LLC45,352$2.34M0.0%-1.1%0.314%
2/12/2026 Bank 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%
2/10/2026 Lido 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%
2/5/2026 AlphaCore 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%
1/23/2026 Choreo 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%
1/20/2026 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%
1/20/2026 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%
1/1/2026 JPMorgan Chase & Co.37,512$1.90M0.0%-5.4%0.261%
12/2/2025 Allworth Financial LP3,184$162K0.0%+22.2%0.022%
11/25/2025 Briaud Financial Planning Inc4,574$232K0.1%+17.6%0.032%
11/17/2025 NewEdge Advisors LLC5,820$295K0.0%-8.8%0.040%
11/17/2025 Susquehanna International Group LLP9,048$459K0.0%+65.9%0.063%
11/17/2025 Mariner LLC67,049$3.40M0.0%-1.2%0.466%
11/17/2025 Lido Advisors LLC16,783$852K0.0%N/A0.117%
11/17/2025 Bank of America Corp DE275,362$13.97M0.0%+0.7%1.915%
11/17/2025 Ameriprise Financial Inc.18,333$930K0.0%-4.5%0.127%
11/14/2025 Creative Planning9,820$498K0.0%+4.4%0.068%
11/14/2025 Raymond James Financial Inc.844,797$42.87M0.0%-0.2%5.875%
11/14/2025 Equitable 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%
11/13/2025 CreativeOne Wealth LLC73,025$3.71M0.1%+5.3%0.508%
11/10/2025 Clearstead Advisors LLC417,054$21.16M0.3%-2.2%2.900%
11/7/2025 JPMorgan 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%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
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%
11/5/2025 Envestnet Asset Management Inc.11,100$563K0.0%+13.3%0.077%
11/4/2025 Jones 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%


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 ($13.70M).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 ($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 1,034,914 shares in the last 24 months. This purchase volume represents approximately $52.57M 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: 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), MML Investors Services LLC ($41.11K), and Cetera Investment Advisers ($26.00K).

Institutional investors have sold a total of 785,335 shares in the last 24 months. This volume of shares sold represents approximately $38.74M in transactions.


Related Companies

This page (NASDAQ:PFM) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | 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
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
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel