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
26 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+75.7 pts
Top 5
100.0%
+44.6 pts
Top 10
100.0%
+33.0 pts
HHI
10,000
Highly concentrated+9,077
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
0
Sold Out
134
Unchanged
0
Holder count:
-134
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +538 | 9,243 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 1,843,400 | $94,179,306 | |
| Mega RAYMOND JAMES FINANCIAL INC | 919,679 | $46,986,399 | |
| Mega MORGAN STANLEY | 674,607 | $34,465,671 | |
| Micro Flaharty Asset Management, LLC | 500,017 | $25,545,868 | |
| Mega BANK OF AMERICA CORP /DE/ | 268,123 | $13,698,403 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC PFM | $512,524 | 100.00% | 9,243 | Shares | 2026-09-02 |