Invesco Dividend Achievers EPFMETF
13F holders, Q1 2025 (March 31)132holders −1
11new positions
9sold out
1famous investor
$45.77avg. 13F price*
At the end of Q1 2025, 132 institutions reported holding Invesco Dividend Achievers E (PFM) in their 13F filings, down 1 from Q4 2024. 11 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($76.2M), Raymond James Financial Inc. ($38.6M) and Morgan Stanley ($30.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dividend Achievers E
- CUSIP
- 46137V506
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.8M |
| Exits | 9 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 443,645 shares bought and 675,990 shares sold, net −232,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| LPL Financial LLC | 0.03% | Add +4.3% | 1,664,500 | $76.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.2% | 842,683 | $38.6M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 669,914 | $30.7M |
| Flaharty Asset Management, LLC | 3.12% | Reduce -40.9% | 472,349 | $21.6M |
| Clearstead Advisors, LLC | 0.31% | Reduce -1.9% | 431,127 | $19.7M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 428,726 | $19.6M |
| Bank of America Corp. | 0.00% | Add +1.7% | 274,405 | $12.6M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +1.3% | 235,612 | $10.8M |
| SteelPeak Wealth, LLC | 0.30% | Add +167.6% | 152,414 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.6% | 123,167 | $5.6M |
| Citizens Financial Group Inc. | 0.11% | Add +0.3% | 119,460 | $5.5M |
| Wealthspire Retirement, LLC | 0.42% | Add +3.6% | 115,308 | $5.3M |
| Focus Financial Network, Inc. | 0.21% | Add +0.3% | 112,919 | $5.2M |
| Atlas Private Wealth Advisors | 0.70% | Reduce -7.8% | 109,931 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +61.5% | 110,122 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.8% | 106,360 | $4.9M |
| Choreo, LLC | 0.07% | Reduce -1.4% | 105,521 | $4.8M |
| UBS Group AG | 0.00% | Add +11.9% | 102,205 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.6% | 89,866 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +9.9% | 87,196 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +1.4% | 77,654 | $3.6M |
| Arrow Investment Advisors, LLC | 3.68% | Reduce -7.8% | 76,005 | $3.5M |
| TD Waterhouse Canada Inc. | 0.03% | Add +12.1% | 69,571 | $3.2M |
| Mariner, LLC | 0.01% | Reduce -0.7% | 67,079 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +1.8% | 64,119 | $2.9M |
| CreativeOne Wealth, LLC | 0.09% | Add +8.4% | 63,466 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.7% | 62,264 | $2.9M |
| Capital Advisory Group Advisory Services, LLC | 0.96% | Reduce -2.0% | 55,214 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +8.0% | 52,097 | $2.4M |
| Nestegg Advisors, Inc. | 2.53% | Add +2.3% | 52,064 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +12.8% | 51,892 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Add +2.3% | 51,578 | $2.4M |
| Everstar Asset Management, LLC | 1.55% | Add +21.6% | 51,113 | $2.3M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.9% | 50,277 | $2.3M |
| Dorsey Wright & Associates | 0.56% | Reduce -2.4% | 48,361 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.6% | 43,810 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +14.2% | 40,768 | $1.9M |
| Institute for Wealth Management, LLC. | 0.24% | No change | 40,300 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.9% | 38,631 | $1.8M |
| MAI Capital Management | 0.01% | Reduce -0.6% | 38,615 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 36,562 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +9.8% | 34,145 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +3.4% | 30,396 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.13% | Add +0.1% | 23,439 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +69.7% | 23,411 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -2.7% | 23,130 | $1.1M |
| Fort Point Capital Partners LLC | 0.12% | Add +0.1% | 22,888 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -74.6% | 21,911 | $1.0M |
| Bank of Montreal | 0.00% | Add +11.0% | 20,955 | $959K |
| Independent Financial Group, LLC | 0.03% | Add +1.6% | 20,439 | $936K |
| Hilton Capital Management, LLC | 0.08% | Add +17.1% | 20,056 | $918K |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.6% | 19,682 | $901K |
| Stifel Financial Corp. | 0.00% | Reduce -3.2% | 19,509 | $893K |
| CFS Investment Advisory Services, LLC | 0.08% | Add +7.6% | 18,485 | $846K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -5.3% | 17,218 | $788K |
| Truvestments Capital LLC | 0.17% | New | 16,736 | $766K |
| Citadel Advisors | 0.00% | New | 16,224 | $743K |
| FMR LLC | 0.00% | Add +194.5% | 15,615 | $715K |
| Merit Financial Group, LLC | 0.01% | New | 14,939 | $684K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 14,170 | $649K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 13,991 | $641K |
| Bond & Devick Financial Network, Inc. | 0.23% | No change | 13,561 | $621K |
| Deutsche Bank AG | 0.00% | No change | 12,915 | $591K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -4.9% | 12,558 | $575K |
| Brown Advisory Inc. | 0.00% | No change | 12,191 | $558K |
| Advisory Services Network, LLC | 0.01% | Add +6.5% | 11,776 | $539K |
| WBH Advisory Inc. | 0.05% | Reduce -3.9% | 11,220 | $514K |
| VestGen Investment Management | 0.36% | Reduce -10.8% | 10,364 | $474K |
| Creative Planning | 0.00% | Add +0.1% | 9,245 | $423K |
| EP Wealth Advisors, LLC | 0.00% | No change | 9,071 | $415K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 9,040 | $414K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.1% | 8,838 | $405K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.4% | 8,646 | $396K |
| CW Advisors, LLC | 0.00% | New | 8,588 | $393K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 8,347 | $382K |
| Brown Miller Wealth Management, LLC | 0.13% | New | 8,165 | $374K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.3% | 8,165 | $374K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 8,129 | $372K |
| Connecticut Wealth Management, LLC | 0.02% | New | 8,025 | $367K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.6% | 7,710 | $353K |
| IHT Wealth Management, LLC | 0.01% | Add +23.8% | 7,702 | $353K |
| Townsquare Capital LLC | 0.00% | Add +15.2% | 7,606 | $348K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.2% | 7,309 | $335K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.9% | 6,927 | $317K |
| PMG Wealth Management, Inc. | 0.33% | No change | 6,685 | $306K |
| Private Trust Co. NA | 0.03% | Reduce -6.2% | 6,442 | $295K |
| First Manhattan Co. Llc. | 0.00% | No change | 6,400 | $293K |
| Good Life Advisors, LLC | 0.02% | Add +3.1% | 6,329 | $290K |
| Caldwell Trust Co | 0.03% | No change | 6,148 | $281K |
| Carret Asset Management, LLC | 0.03% | No change | 6,000 | $275K |
| Rodgers & Associates, LTD | 0.03% | No change | 5,894 | $270K |
| Northwest Financial Advisors | 0.21% | No change | 5,471 | $250K |
| XML Financial, LLC | 0.02% | Add +0.3% | 5,334 | $244K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.6% | 5,191 | $238K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -73.5% | 5,154 | $236K |
| Financial Guidance Group, Inc. | 0.13% | No change | 5,120 | $234K |
| Genesis Wealth Advisors, LLC | 0.18% | Reduce -16.1% | 4,920 | $225K |
| Essex Financial Services, Inc. | 0.02% | No change | 4,900 | $224K |
| Revisor Wealth Management LLC | 0.10% | New | 4,664 | $214K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,495 | $206K |
"% of holder's portfolio" is PFM's weight in each manager's 13F, not the share of Invesco Dividend Achievers E the manager owns.