Invesco Dividend Achievers EPFMETF
13F holders, Q3 2024 (September 30)125holders +6
14new positions
8sold out
$46.53avg. 13F price*
At the end of Q3 2024, 125 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, up 6 from Q2 2024. 14 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($94.8M), Flaharty Asset Management, LLC ($38.2M) and Morgan Stanley ($31.1M).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.9M |
| Exits | 8 | $932K |
All 13F filers, Q2 2024 → Q3 2024: 698,857 shares bought and 167,827 shares sold, net +531,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| LPL Financial LLC | 0.04% | Reduce -0.4% | 2,036,400 | $94.8M |
| Flaharty Asset Management, LLC | 5.37% | Reduce -1.4% | 819,914 | $38.2M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 667,962 | $31.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.4% | 464,656 | $21.6M |
| Clearstead Advisors, LLC | 0.31% | Add +2.1% | 434,840 | $20.2M |
| Raymond James & Associates | 0.01% | Add +3.9% | 384,769 | $17.9M |
| Wells Fargo & Company | 0.00% | Add +120.6% | 381,632 | $17.8M |
| Bank of America Corp. | 0.00% | Reduce -5.9% | 271,414 | $12.6M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +3.4% | 223,840 | $10.4M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 128,710 | $6.0M |
| Atlas Private Wealth Advisors | 0.86% | Reduce -8.4% | 127,982 | $6.0M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +21.3% | 126,968 | $5.9M |
| Citizens Financial Group Inc. | 0.11% | Add +0.6% | 118,692 | $5.5M |
| Focus Financial Network, Inc. | 0.22% | Reduce -0.6% | 116,977 | $5.4M |
| Wealthspire Retirement, LLC | 0.42% | Add +2.5% | 112,122 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +681.4% | 109,454 | $5.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.5% | 107,780 | $5.0M |
| Choreo, LLC | 0.07% | Reduce -0.8% | 107,006 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -31.7% | 90,033 | $4.2M |
| UBS Group AG | 0.00% | Reduce -0.0% | 89,213 | $4.2M |
| Arrow Investment Advisors, LLC | 3.57% | New | 82,446 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +45.2% | 76,404 | $3.6M |
| Baird Financial Group, Inc. | 0.01% | Add +1.0% | 75,257 | $3.5M |
| Mariner, LLC | 0.01% | Add +1.6% | 63,074 | $2.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +2.3% | 59,447 | $2.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +0.0% | 59,924 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +1.8% | 58,741 | $2.7M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.6% | 56,077 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.97% | Add +6.7% | 52,654 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.2% | 51,539 | $2.4M |
| Dorsey Wright & Associates | 0.55% | New | 50,029 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +4.5% | 49,834 | $2.3M |
| Kingswood Wealth Advisors, LLC | 0.15% | New | 45,124 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.8% | 42,362 | $2.0M |
| Everstar Asset Management, LLC | 1.32% | — | 41,453 | $1.9M |
| Institute for Wealth Management, LLC. | 0.24% | No change | 40,480 | $1.9M |
| MAI Capital Management | 0.02% | Reduce -1.3% | 38,755 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +25.2% | 38,281 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 37,651 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +12.3% | 36,798 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.9% | 36,242 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.3% | 32,131 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.2% | 32,056 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +185.2% | 26,664 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.15% | Add +0.1% | 23,410 | $1.1M |
| Fort Point Capital Partners LLC | 0.13% | Reduce -0.6% | 22,853 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +86.4% | 20,255 | $943K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 19,949 | $929K |
| Susquehanna International Group, LLP | 0.00% | Add +59.9% | 19,872 | $925K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +1.6% | 18,455 | $859K |
| Bank of Montreal | 0.00% | Add +3.6% | 18,266 | $846K |
| SteelPeak Wealth, LLC | 0.04% | No change | 17,283 | $805K |
| HTLF Bank | 0.08% | No change | 16,000 | $745K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -15.7% | 15,603 | $726K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 14,170 | $660K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 14,011 | $652K |
| Captrust Financial Advisors | 0.00% | No change | 13,797 | $642K |
| Bond & Devick Financial Network, Inc. | 0.27% | No change | 13,561 | $631K |
| Independent Financial Group, LLC | 0.02% | Add +2.9% | 13,439 | $626K |
| Florida Trust Wealth Management Co | 0.02% | New | 13,408 | $624K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $601K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -62.4% | 12,827 | $597K |
| WBH Advisory Inc. | 0.05% | Reduce -0.6% | 12,278 | $572K |
| Brown Advisory Inc. | 0.00% | No change | 12,191 | $567K |
| VestGen Investment Management | 0.16% | New | 12,021 | $560K |
| Good Life Advisors, LLC | 0.03% | Add +100.2% | 11,898 | $554K |
| Advisory Services Network, LLC | 0.01% | No change | 12,229 | $522K |
| EP Wealth Advisors, LLC | 0.00% | No change | 10,515 | $489K |
| Retireful, LLC | 0.34% | New | 9,905 | $461K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.6% | 9,309 | $433K |
| Creative Planning | 0.00% | Reduce -1.0% | 9,223 | $429K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 9,040 | $421K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.4% | 8,731 | $406K |
| Aspire Wealth Management Corp | 0.21% | Add +0.1% | 8,562 | $399K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -9.1% | 8,423 | $392K |
| Connecticut Wealth Management, LLC | 0.02% | No change | 8,025 | $374K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 7,963 | $369K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.5% | 7,816 | $364K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.2% | 7,312 | $340K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 7,275 | $339K |
| Private Trust Co. NA | 0.03% | Add +0.6% | 6,865 | $320K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $298K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $286K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $279K |
| XML Financial, LLC | 0.03% | Add +0.3% | 5,934 | $276K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $274K |
| Atria Investments, Inc | 0.00% | New | 5,764 | $268K |
| Northwest Financial Advisors | 0.20% | No change | 5,471 | $255K |
| Financial Guidance Group, Inc. | 0.14% | No change | 5,120 | $238K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,900 | $230K |
| FMR LLC | 0.00% | Add +2.4% | 4,774 | $222K |
| EWG Elevate Inc. | 0.09% | New | 4,695 | $219K |
| Revisor Wealth Management LLC | 0.14% | New | 4,664 | $217K |
| Simmons Bank | 0.01% | New | 4,300 | $200K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,266 | $199K |
| Annapolis Financial Services, LLC | 0.06% | No change | 4,000 | $186K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,991 | $186K |
| Comerica Bank | 0.00% | No change | 3,174 | $148K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,058 | $142K |
| Citigroup Inc. | 0.00% | No change | 2,977 | $139K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 2,520 | $117K |
| Lanark Financial, Inc. | 0.01% | No change | 1,650 | $76K |
| Founders Financial Alliance, LLC | 0.02% | Add +1.7% | 1,520 | $71K |
| Paladin Wealth, LLC | 0.06% | — | 1,512 | $70K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,425 | $66K |
| American Capital Advisory, LLC | 0.04% | New | 1,358 | $63K |
| Advanced Asset Management Advisors Inc | 0.02% | No change | 1,380 | $59K |
| Tsfg, LLC | 0.01% | Add +0.3% | 1,198 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,175 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.3% | 1,168 | $54K |
| Tidemark, LLC | 0.02% | Add +23.1% | 1,077 | $50K |
| Harbour Investments, Inc. | 0.00% | Add +122.3% | 1,029 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 700 | $33K |
| Spire Wealth Management | 0.00% | Add +0.5% | 672 | $31K |
| Webster Bank, N. A. | 0.00% | No change | 570 | $27K |
| Cwm, LLC | 0.00% | No change | 552 | $26K |
| LGT Financial Advisors LLC | 0.06% | No change | 500 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | New | 500 | $23K |
| PFS Partners, LLC | 0.01% | Reduce -49.7% | 496 | $23K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 368 | $17K |
| Capital Investment Counsel, Inc | 0.00% | No change | 345 | $16K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 204 | $9K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 160 | $7K |
| VitalStone Financial, LLC | 0.01% | No change | 160 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 6 | $279 |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.