Who Owns PFM?
Invesco Dividend Achievers ETF — Institutional Ownership & 13F Holdings
$53.26
-0.02 (-0.04%)
Market Cap
$773.5M
Shares Outstanding
13,473,399
Institutional Holders
128
Total Inst. Value
$672.3M
% of Float Held
—
QoQ Holder Change
+38
Institutional data as of Q1 2025
New Positions
25
Closed Positions
11
Increased
46
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $404.6M | 8,838 |
| 2 | RAYMOND JAMES FINANCIAL INC | $38.6M | 842,683 |
| 3 | MORGAN STANLEY | $30.7M | 669,914 |
| 4 | Flaharty Asset Management, LLC | $21.6M | 472,349 |
| 5 | Clearstead Advisors, LLC | $19.7M | 431,127 |
| 6 | WELLS FARGO & COMPANY/MN | $19.6M | 428,726 |
| 7 | BANK OF AMERICA CORP /DE/ | $12.6M | 274,405 |
| 8 | SteelPeak Wealth, LLC | $7.0M | 152,414 |
| 9 | ROYAL BANK OF CANADA | $5.6M | 123,167 |
| 10 | CITIZENS FINANCIAL GROUP INC/RI | $5.5M | 119,460 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $404.6M |
| RAYMOND JAMES FINANCIAL INC | +10K | $38.6M |
| WELLS FARGO & COMPANY/MN | +37K | $19.6M |
| BANK OF AMERICA CORP /DE/ | +5K | $12.6M |
| SteelPeak Wealth, LLC | +95K | $7.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Flaharty Asset Management, LLC | -326K | $21.6M |
| CITIGROUP INC | -105K | $136K |
| Stratos Wealth Partners, LTD. | -64K | $1K |
| JONES FINANCIAL COMPANIES LLLP | -63K | $276K |
| ENVESTNET ASSET MANAGEMENT INC | -52K | $3K |
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Frequently Asked Questions
How many institutional investors hold PFM?
As of Q1 2025, 128 institutional investors report holding PFM (Invesco Dividend Achievers ETF) in their 13F filings.
Which hedge fund owns the most PFM?
The largest institutional holder of PFM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $404.6M in shares.
Are institutions buying or selling PFM?
This quarter, 25 institutions opened new positions in PFM and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.