PFM · Invesco Dividend AchieversTM ETF ETF
$57.09
-0.31 (-0.54%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $512,524
Total Shares: 9,243
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 1 13F filers · Δ vs Dec 31, 2024Top Holder
100.0%
+80.2 pts
Top 5
100.0%
+46.0 pts
Top 10
100.0%
+31.9 pts
HHI
10,000
Highly concentrated+9,227
Quarterly Activity
vs Dec 31, 2024
New
1
Increased
0
Decreased
0
Sold Out
110
Unchanged
0
Holder count:
-109
Institutional value:
-99.9%
Shares held:
-99.9%
Top New Positions
vs Dec 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 9,243 | $512,524 |
Top Sold-Out Positions
vs Dec 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 1,596,507 | $73,215,811 | |
| Mega RAYMOND JAMES FINANCIAL INC | 832,843 | $38,194,179 | |
| Micro Flaharty Asset Management, LLC | 798,646 | $36,625,905 | |
| Mega MORGAN STANLEY | 682,880 | $31,316,876 | |
| Mid Clearstead Advisors, LLC | 439,631 | $20,161,477 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PFM | $512,524 | 100.00% | 9,243 | Shares | 2026-09-02 |