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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +30 | +0.2% | 12,042 | $667.80K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +3 | +0.1% | 4,537 | $251.62K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +538 | +6.2% | 9,243 | $512.57K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +5,577 | +58.2% | 15,155 | $840.39K | Q2 2026 | Aug 19, 2026 |
| Goodwin Investment Advisory | Buy | +4,255 | — | 4,255 | $235.96K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -5,468 | -6.8% | 75,264 | $4.17M | Q2 2026 | Aug 17, 2026 |
| Modern Wealth Management, Llc | Buy | +466,295 | — | 466,295 | $25.86M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +119,604 | +161.7% | 193,562 | $10.73M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -52,991 | -78.3% | 14,709 | $815.68K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +23,000 | +11.0% | 231,529 | $12.79M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -9,434 | -1.0% | 910,245 | $50.48M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +7,977 | +3.7% | 225,099 | $12.48M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +6,445 | — | 6,445 | $357.40K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -6,221 | -34.7% | 11,684 | $647.93K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,940 | +8.5% | 63,337 | $3.51M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +4,144 | — | 4,144 | $229.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +3,096 | +1.2% | 271,219 | $15.04M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -1,209 | -2.6% | 45,523 | $2.52M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +1,035 | +2.8% | 38,392 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -578 | -9.0% | 5,811 | $322.25K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -489 | -9.5% | 4,681 | $259.57K | Q2 2026 | Aug 14, 2026 |
| Glen Eagle Advisors, Llc | Buy | +270 | — | 270 | $14.97K | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, Llc | Buy | +14 | +0.1% | 23,508 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -48,943 | -7.3% | 625,664 | $34.70M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -5,519 | -6.8% | 75,525 | $4.19M | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, Llc | Buy | +4,250 | +75.9% | 9,850 | $548.94K | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Buy | +2,715 | — | 2,715 | $150.56K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,372 | +3.0% | 46,970 | $2.60M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1,188 | +5.5% | 22,982 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -677 | -0.7% | 99,575 | $5.52M | Q2 2026 | Aug 13, 2026 |
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.