INVESCO DIVIDEND ACHIEVERS E (PFM) Institutional Ownership Changes & 13F Activity

INVESCO DIVIDEND ACHIEVERS E (PFM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Modern Wealth Management, Llc, Royal Bank Of Canada, Susquehanna International Group, Llp, Morgan Stanley, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+30+0.2%12,042$667.80KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+3+0.1%4,537$251.62KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+538+6.2%9,243$512.57KQ2 2026Sep 02, 2026
Mercer Global Advisors IncBuy+5,577+58.2%15,155$840.39KQ2 2026Aug 19, 2026
Goodwin Investment AdvisoryBuy+4,255—4,255$235.96KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Sell-5,468-6.8%75,264$4.17MQ2 2026Aug 17, 2026
Modern Wealth Management, LlcBuy+466,295—466,295$25.86MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+119,604+161.7%193,562$10.73MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-52,991-78.3%14,709$815.68KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+23,000+11.0%231,529$12.79MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-9,434-1.0%910,245$50.48MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+7,977+3.7%225,099$12.48MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+6,445—6,445$357.40KQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-6,221-34.7%11,684$647.93KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,940+8.5%63,337$3.51MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+4,144—4,144$229.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,096+1.2%271,219$15.04MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-1,209-2.6%45,523$2.52MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+1,035+2.8%38,392$2.13MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-578-9.0%5,811$322.25KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-489-9.5%4,681$259.57KQ2 2026Aug 14, 2026
Glen Eagle Advisors, LlcBuy+270—270$14.97KQ2 2026Aug 14, 2026
Strategies Wealth Advisors, LlcBuy+14+0.1%23,508$1.30MQ2 2026Aug 14, 2026
Morgan StanleySell-48,943-7.3%625,664$34.70MQ2 2026Aug 13, 2026
Ubs Group AgSell-5,519-6.8%75,525$4.19MQ2 2026Aug 13, 2026
Allspring Global Investments Holdings, LlcBuy+4,250+75.9%9,850$548.94KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcBuy+2,715—2,715$150.56KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+1,372+3.0%46,970$2.60MQ2 2026Aug 13, 2026
Fmr LlcBuy+1,188+5.5%22,982$1.27MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-677-0.7%99,575$5.52MQ2 2026Aug 13, 2026
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Frequently asked questions about PFM activity

  • Which institutional owners are buying PFM?

    Institutional owners buying PFM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PFM activity?

    "Buy" means an investor increased their reported position in PFM compared to the prior reporting period. This reflects growing exposure to INVESCO DIVIDEND ACHIEVERS E (PFM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PFM increasing?

    Institutional interest in PFM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.