Invesco Dividend Achievers EPFMETF
13F holders, Q4 2024 (December 31)133holders +8
15new positions
9sold out
$45.88avg. 13F price*
At the end of Q4 2024, 133 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, up 8 from Q3 2024. 15 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($73.2M), Raymond James Financial Inc. ($38.2M) and Flaharty Asset Management, LLC ($36.6M).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.4M |
| Exits | 9 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 399,928 shares bought and 644,839 shares sold, net −244,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| LPL Financial LLC | 0.03% | Reduce -21.6% | 1,596,507 | $73.2M |
| Raymond James Financial Inc. | 0.01% | — | 832,844 | $38.2M |
| Flaharty Asset Management, LLC | 5.35% | Reduce -2.6% | 798,646 | $36.6M |
| Morgan Stanley | 0.00% | Add +2.2% | 682,880 | $31.3M |
| Clearstead Advisors, LLC | 0.31% | Add +1.1% | 439,631 | $20.2M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 391,719 | $18.0M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 269,886 | $12.4M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +3.9% | 232,598 | $10.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 125,230 | $5.7M |
| Atlas Private Wealth Advisors | 0.78% | Reduce -6.8% | 119,221 | $5.5M |
| Citizens Financial Group Inc. | 0.11% | Add +0.3% | 119,075 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 114,645 | $5.3M |
| Focus Financial Network, Inc. | 0.21% | Reduce -3.8% | 112,528 | $5.2M |
| Wealthspire Retirement, LLC | 0.40% | Reduce -0.7% | 111,322 | $5.1M |
| Citigroup Inc. | 0.00% | Add +3543.8% | 108,476 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.5% | 107,217 | $4.9M |
| Choreo, LLC | 0.07% | No change | 107,006 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 94,206 | $4.3M |
| UBS Group AG | 0.00% | Add +2.3% | 91,295 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -32.0% | 86,335 | $4.0M |
| Arrow Investment Advisors, LLC | 3.57% | No change | 82,446 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Add +5.5% | 79,366 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 76,556 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +155.7% | 68,178 | $3.1M |
| Mariner, LLC | 0.01% | Add +7.1% | 67,547 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +7.3% | 63,008 | $2.9M |
| TD Waterhouse Canada Inc. | 0.02% | Add +3.6% | 62,060 | $2.8M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -1.5% | 58,549 | $2.7M |
| SteelPeak Wealth, LLC | 0.11% | Add +229.5% | 56,947 | $2.6M |
| Capital Advisory Group Advisory Services, LLC | 0.93% | Add +7.0% | 56,346 | $2.6M |
| Nestegg Advisors, Inc. | 2.44% | — | 50,907 | $2.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -9.5% | 50,756 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.1% | 50,444 | $2.3M |
| Dorsey Wright & Associates | 0.54% | Reduce -1.0% | 49,531 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.2% | 48,227 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.1% | 45,988 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.8% | 43,118 | $2.0M |
| Everstar Asset Management, LLC | 1.36% | Add +1.4% | 42,021 | $1.9M |
| Institute for Wealth Management, LLC. | 0.23% | Reduce -0.4% | 40,300 | $1.8M |
| MAI Capital Management | 0.01% | Add +0.2% | 38,837 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.6% | 37,538 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 37,054 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 35,708 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -3.2% | 31,090 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.3% | 29,393 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | New | 27,196 | $1.2M |
| Strategies Wealth Advisors, LLC | 0.14% | Add +0.1% | 23,424 | $1.1M |
| Composition Wealth, LLC | 0.02% | New | 23,773 | $1.1M |
| Fort Point Capital Partners LLC | 0.12% | Add +0.1% | 22,870 | $1.0M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 20,153 | $924K |
| Independent Financial Group, LLC | 0.03% | Add +49.7% | 20,119 | $923K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 19,434 | $891K |
| Bank of Montreal | 0.00% | Add +3.3% | 18,872 | $865K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.4% | 18,191 | $834K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +10.1% | 17,174 | $788K |
| Hilton Capital Management, LLC | 0.07% | New | 17,125 | $785K |
| HTLF Bank | 0.08% | No change | 16,000 | $734K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 14,170 | $650K |
| Captrust Financial Advisors | 0.00% | No change | 13,797 | $633K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.5% | 13,797 | $633K |
| Bond & Devick Financial Network, Inc. | 0.27% | No change | 13,561 | $631K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.5% | 13,208 | $606K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $592K |
| Brown Advisory Inc. | 0.00% | No change | 12,191 | $559K |
| WBH Advisory Inc. | 0.05% | Reduce -4.9% | 11,673 | $535K |
| VestGen Investment Management | 0.15% | Reduce -3.3% | 11,622 | $533K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.6% | 11,061 | $507K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.9% | 10,600 | $486K |
| Retireful, LLC | 0.26% | No change | 9,905 | $454K |
| Creative Planning | 0.00% | Add +0.1% | 9,234 | $423K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.7% | 9,071 | $416K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $415K |
| NewEdge Advisors, LLC | 0.00% | Add +3.4% | 9,030 | $414K |
| Ibex Wealth Advisors | 0.05% | New | 8,597 | $394K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.9% | 8,347 | $383K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,143 | $373K |
| Janney Montgomery Scott LLC | 0.00% | Add +11.2% | 8,127 | $373K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.0% | 7,954 | $365K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 7,816 | $358K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 7,292 | $334K |
| Private Trust Co. NA | 0.03% | No change | 6,865 | $315K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -15.8% | 6,705 | $307K |
| CPC Advisors, LLC | 0.04% | New | 6,694 | $307K |
| PMG Wealth Management, Inc. | 0.28% | — | 6,685 | $307K |
| Townsquare Capital LLC | 0.00% | New | 6,601 | $303K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $294K |
| IHT Wealth Management, LLC | 0.01% | New | 6,222 | $285K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $282K |
| Good Life Advisors, LLC | 0.02% | Reduce -48.4% | 6,139 | $282K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.7% | 6,025 | $276K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $275K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $270K |
| Genesis Wealth Advisors, LLC | 0.23% | — | 5,864 | $269K |
| Northwest Financial Advisors | 0.21% | No change | 5,471 | $251K |
| XML Financial, LLC | 0.02% | Reduce -10.4% | 5,317 | $244K |
| FMR LLC | 0.00% | Add +11.1% | 5,303 | $243K |
| Financial Guidance Group, Inc. | 0.13% | No change | 5,120 | $235K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,900 | $225K |
| Independent Advisor Alliance | 0.00% | New | 4,816 | $221K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +298.7% | 4,657 | $214K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.