Who Owns Invesco Dividend Achievers ETF (PFM)?Hedge Fund & Institutional Holders

$51.70-0.02 (-0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$41.05$44.33$47.60$50.88$54.15Aug 24May 25Mar 26

PFM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2K+$13.0B
JONES FINANCIAL COMPANIES LLLPNew Position+179K+$9.0B
CITIZENS FINANCIAL GROUP INC/RINew Position+96K+$4.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+83K+$4.0B
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+53K+$2.7B
KINGSWOOD WEALTH ADVISORS, LLCNew Position+46K+$2.4B
Atlas Private Wealth AdvisorsNew Position+45K+$2.3B
J.W. COLE ADVISORS, INC.New Position+33K+$1.7B
RAYMOND JAMES FINANCIAL INCIncreased+22K+$1.1B
FMR LLCIncreased+3K+$999.2M
CAPE ANN SAVINGS BANKNew Position+15K+$783.0M
Bond & Devick Financial Network, Inc.New Position+14K+$698.0M
WBH ADVISORY INCNew Position+10K+$513.0M
SteelPeak Wealth, LLCNew Position+9K+$464.0M
Wealthspire Retirement, LLCIncreased+18+$383.7M

PFM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-16K-$92.6B
Clearstead Advisors, LLCDecreased-2K-$21.1B
CHOREO, LLCDecreased-10K-$5.3B
MML INVESTORS SERVICES, LLCDecreased-41K-$3.7B
Caldwell Trust CoDecreased-98K-$3.3B
ROYAL BANK OF CANADADecreased-43K-$2.8B
Waverly Advisors, LLCDecreased-3K-$2.5B
GOLDMAN SACHS GROUP INCClosed Position-43K-$2.2B
MAI Capital ManagementDecreased-508-$1.9B
OSAIC HOLDINGS, INC.Decreased-3K-$972.5M
AMERIPRISE FINANCIAL INCDecreased-741-$930.3M
JPMORGAN CHASE & CODecreased-4K-$902.0M
STIFEL FINANCIAL CORPDecreased-2K-$696.7M
WELLS FARGO & COMPANY/MNDecreased-4K-$677.2M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$459.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC493,824$25.0B0.01%Share
2RAYMOND JAMES FINANCIAL INC372,750$19.0B0.01%Share
3JONES FINANCIAL COMPANIES LLLP179,169$9.0B0.01%Share
4BANK OF AMERICA CORP /DE/185,646$9.0B0.00%Share
5WELLS FARGO & COMPANY/MN159,724$8.0B0.00%Share
6Wealthspire Retirement, LLC114,826$5.9B0.36%Share
7Rockefeller Capital Management L.P.100,725$5.0B0.01%Share
8CITIZENS FINANCIAL GROUP INC/RI95,674$4.9B0.07%Share
9BANK OF AMERICA CORP /DE/82,525$4.0B0.00%Share
10COMMONWEALTH EQUITY SERVICES, LLC82,562$4.0B0.01%Share
11Baird Financial Group, Inc.86,974$4.0B0.01%Share
12UBS Group AG75,410$3.9B0.00%Share
13Everstar Asset Management, LLC62,930$3.2B1.74%Share
14CreativeOne Wealth, LLC74,485$3.0B0.07%Share
15Equitable Holdings, Inc.68,707$3.0B0.02%Share
16CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC53,169$2.7B0.81%Share
17KINGSWOOD WEALTH ADVISORS, LLC46,234$2.4B0.12%Share
18Atlas Private Wealth Advisors45,155$2.3B0.54%Share
19OSAIC HOLDINGS, INC.43,965$2.0B0.00%Share
20Private Advisor Group, LLC46,109$2.0B0.01%Share
21Steward Partners Investment Advisory, LLC45,352$2.0B0.01%Share
22ROYAL BANK OF CANADA43,952$2.0B0.00%Share
23WELLS FARGO & COMPANY/MN46,634$2.0B0.00%Share
24J.W. COLE ADVISORS, INC.32,955$1.7B0.04%Share
25Strategies Wealth Advisors, LLC23,480$1.2B0.12%Share
26BANK OF MONTREAL /CAN/22,659$1.0B0.00%Share
27JPMORGAN CHASE & CO32,710$1.0B0.00%Share
28ROYAL BANK OF CANADA20,000$1.0B0.00%Share
29FMR LLC19,579$1.0B0.00%Share
30FLAGSHIP HARBOR ADVISORS, LLC16,322$840.0M0.04%Share
31CAPE ANN SAVINGS BANK15,205$783.0M0.40%Share
32Koshinski Asset Management, Inc.14,170$729.0M0.05%Share
33Bond & Devick Financial Network, Inc.13,561$698.0M0.20%Share
34WBH ADVISORY INC9,978$513.0M0.04%Share
35Stratos Wealth Partners, LTD.9,939$511.0M0.01%Share
36SteelPeak Wealth, LLC9,026$464.0M0.02%Share
37PMG Wealth Management, Inc.6,485$334.0M0.24%Share
38Caldwell Trust Co6,148$316.0M0.03%Share
39PRIVATE TRUST CO NA6,019$309.0M0.03%Share
40CARRET ASSET MANAGEMENT, LLC6,000$309.0M0.03%Share
41Rodgers & Associates, LTD5,894$303.0M0.03%Share
42Sovran Advisors, LLC5,489$290.0M0.02%Share
43Financial Guidance Group, Inc.5,120$263.0M0.11%Share
44Revisor Wealth Management LLC4,664$245.0M0.07%Share
45Farther Finance Advisors, LLC3,786$194.0M0.00%Share
46Nova Wealth Management, Inc.2,258$116.0M0.08%Share
47Capital Investment Advisory Services, LLC1,950$100.0M0.01%Share
48LPL Financial LLC1,810,292$93.0M0.03%Share
49INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,670$86.0M0.01%Share
50Founders Financial Alliance, LLC1,571$80.0M0.02%Share

PFM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025128$143.4B+52
Q3 202576$256.4B-37
Q2 2025113$282.5B-15
Q1 2025128$313.8B+14
Q4 2024114$22.7T+24
Q3 202490$142.4T-1
Q2 202491$68.5T+1
Q1 202490$14.8T—

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As of Q4 2025, 50 institutional investors hold PFM (Invesco Dividend Achievers ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $25.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PFM?

As of Q4 2025, 50 institutional investors report holding PFM (Invesco Dividend Achievers ETF) in their 13F filings.

Who is the largest institutional holder of PFM?

The largest institutional holder of PFM is RAYMOND JAMES FINANCIAL INC with $25.0B in shares.

Is institutional ownership of PFM increasing or decreasing?

This quarter, 11 institutions opened new positions in PFM and 2 closed their positions.