Invesco Dividend Achievers
PFM • NASDAQ
Invesco Dividend Achievers is an exchange-traded fund on NASDAQ. As of Q3 2025, 117 institutional investors hold shares in this ETF, with total holdings valued at $387.6M. LPL Financial LLC is the largest holder with a position valued at $92.7M.
Overview
Overview of institutional ownership in PFM as of Q3 2025
All Institutions
- Institutions
- 117
- Value Held
- $387.6M
- Shares Held
- 7.6M
- Avg Position
- $3.3M
- Median Position
- $517.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.9M
- Shares Held
- 56.9K
- Avg Position
- $2.9M
- Median Position
- $2.9M
Biggest Investors
Institutions with the largest positions in PFM as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $92.7M 0.03% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $42.9M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $36.8M 0.00% of portfolio |
 Flaharty Asset Management, LLC RIA/Wealth | $25.4M 3.22% of portfolio |
 Hartland & Co., LLC RIA/Wealth | $21.2M 0.31% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $14.0M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $10.7M 0.00% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $7.5M 0.01% of portfolio |
 CITIZENS FINANCIAL GROUP INC/RI Institution | $5.8M 0.08% of portfolio |
R ROYAL BANK OF CANADA Institution | $5.8M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PFM in Q3 2025
- Traded
- −$6.4M
- Buyers
- 42
- Sellers
- 45
- Total Bought
- +$10.3M
- Total Sold
- −$16.7M
- Avg Position
- $3.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth | +$2.3M +45.4K shares |
 Cetera Investment Advisers RIA/Wealth | +$2.0M +39.3K shares |
 Lido Advisors, LLC RIA/Wealth | +$851.6K +16.8K shares |
 GOLDMAN SACHS GROUP INC Institution | +$834.3K +16.4K shares |
T Tower Research Capital LLC Institution | +$432.6K +8.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$424.4K +8.4K shares |
Flaharty Asset Management, LLC RIA/Wealth | +$379.3K +7.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$371.6K +7.3K shares |
 Equitable Holdings, Inc. Institution | +$364.2K +7.2K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$301.4K +5.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
L LPL Financial LLC Institution | −$7.2M −141.2K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$2.6M −50.4K shares |
 Fort Point Capital Partners, LLC Fund of Funds | −$1.1M −22.9K shares |
 UBS Group AG Institution | −$1.0M −19.9K shares |
 Hilton Capital Management, LLC Long Only Manager | −$966.1K −20.1K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | −$832.5K −17.3K shares |
Hartland & Co., LLC RIA/Wealth | −$467.4K −9.2K shares |
R ROYAL BANK OF CANADA Institution | −$407.0K −8.0K shares |
 Essex Financial Services, Inc. RIA/Wealth | −$236.0K −4.9K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | −$226.1K −4.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PFM in Q3 2025
- New Positions
- 1
- New Value
- $851.6K
- Exited Positions
- 7
- Exited Value
- $3.3M
New Positions
| Institution | Position Value |
|---|---|
Lido Advisors, LLC RIA/Wealth | $851.6K 16.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Fort Point Capital Partners, LLC Fund of Funds | $1.1M 22.9K shares |
Hilton Capital Management, LLC Long Only Manager | $966.1K 20.1K shares |
Steel Peak Wealth Management LLC RIA/Wealth | $832.5K 17.3K shares |
Essex Financial Services, Inc. RIA/Wealth | $236.0K 4.9K shares |
 GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth | $121.4K 2.5K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $50.2K 1.0K shares |
 Biltmore Family Office, LLC Family Office | $17.0K 352.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in PFM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PFM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Flaharty Asset Management, LLC RIA/Wealth | 3.22% $25.4M |
 NESTEGG ADVISORS, INC. RIA/Wealth | 2.23% $2.5M |
 Everstar Asset Management, LLC Hedge Fund•Multi-Strategy | 1.64% $2.9M |
0.85% $2.7M | |
A Atlas Private Wealth Advisors RIA/Wealth | 0.59% $2.4M |
 Northwest Financial Advisors RIA/Wealth | 0.33% $258.3K |
Hartland & Co., LLC RIA/Wealth | 0.31% $21.2M |
 NFP Retirement, Inc. RIA/Wealth | 0.25% $5.5M |
 PMG Wealth Management, Inc. RIA/Wealth | 0.25% $328.7K |
 Institute for Wealth Management, LLC. RIA/Wealth | 0.21% $2.0M |
Hedge Fund Spotlight
Discover hedge funds investing in PFM
Everstar Asset Management, LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerLee Christopher Larson
- Portfolio Value
- $176.3M
- Positions
- 189
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco Dividend Achievers
- Market Value
- $2.9M
- Shares Held
- 56.9K
- Portfolio Weight
- 1.64%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $9.9M | 5.59% | |
ETF ETF | $8.7M | 4.96% | |
ETF ETF | $7.9M | 4.49% |
