PFM

Invesco Dividend Achievers E

-$23.4M

Net Activity

Institutions Holding

134

Popularity Rank

#3818

Avg Weight

0.09%

Total Value

$387.9M

Ownership Trend

134 institutions currently hold PFM, with 56 net buyers and 48 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

48

Net Buying Institutions

56

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$94.2M
RJ
Raymond James Financial INC
$47.0M
MS
Morgan Stanley
$34.5M
FA
Flaharty Asset Management, LLC
$25.5M
BO
Bank Of America CORP /de/
$13.7M

Top 5 by Conviction

FA
Flaharty Asset Management, LLC
3.17%
NA
Nestegg Advisors, INC.
2.22%
EA
Everstar Asset Management, LLC
1.91%
AP
Atlas Private Wealth Advisors
0.52%
WR
Wealthspire Retirement, LLC
0.35%
View all 134 holding institutions

Quarterly Activity

Recent Activity

+$237.7M

Total Buy Value

$192.5M

Total Sell Value

New buy14
Trim41
Add42
Sold out7

56

Net Buyers

48

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO DIVIDEND ACHIEVERS E (PFM)?
Major stakeholders currently include LPL Financial LLC ($94.2M), Raymond James Financial INC ($47.0M), Morgan Stanley ($34.5M). Based on the latest 13F filings, there are a total of 134 tracked investment funds and institutions maintaining positions in PFM.
What is the overall institutional sentiment toward PFM recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $23.4M, driven by 56 managers accumulating shares while 48 reduced their exposure.
Which institutions have been selling or reducing their PFM positions?
In the latest period, 41 funds trimmed their holdings, and 7 managers completely exited their positions. The aggregate reported sell value was $192.5M.
Are there any notable investors adding PFM to their portfolios?
Yes, buying activity remains notable. 14 institutions opened new positions in {ticker}, and 42 existing holders added to their shares. The total reported buy value for the quarter amounted to $237.7M.

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