Invesco Dividend Achievers ETF
PFM

$46.35

0.11%

Market Cap: $720M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

100% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

4.08% less ownership

Funds ownership: 56.44% [Q1] → 52.35% (-4.08%) [Q2]

7% less funds holding

Funds holding: 122 [Q1] → 114 (-8) [Q2]

9% less capital invested

Capital invested by funds: $373M [Q1] → $342M (-$31.8M) [Q2]

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for PFM.

See Analyst Rankings

Financial journalist opinion

Zacks Investment Research

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco Dividend Achievers ETF (PFM) is a passively managed exchange traded fund launched on 09/15/2005.

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

PFM: A Low Volatility Dividend ETF

The Invesco Dividend Achievers ETF invests in companies with ten consecutive years of dividend increases, favoring stable businesses and offering above-average yield and dividend growth. PFM's portfolio is less volatile than the S&P 500, with significant holdings in consumer staples, financial services, and technology sectors. PFM's valuation is mixed, with a P/E ratio of 19.7x, lower than the Russell 1000 but higher than peer dividend ETFs.

PFM: A Low Volatility Dividend ETF

Zacks Investment Research

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

The Invesco Dividend Achievers ETF (PFM) was launched on 09/15/2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

PFM: Solid Base But High Expense Ratio

PFM holds over 400 U.S. Dividend Achievers, defined as those with at least ten consecutive years of increasing dividend payments. The ETF has $651 million in AUM. A major negative is PFM's 0.53% expense ratio, which negatively impacts its already low dividend yield. High fees don't always deter me, but in this case, better alternatives exist. In particular, VIG has a similar composition, a competitive combination of growth, value, and quality, and a more reasonable 0.06% expense ratio that should result in higher dividend payments.

PFM: Solid Base But High Expense Ratio

Zacks Investment Research

FOMO Rally Gains Momentum? ETF Strategies to Play

Per the legendary investor John Hussman -- famous for predicting the 2000 and 2008 crashes, the latest stock rally is ingrained in the extreme fear of missing out. This FOMO rally may fizzle if the consensus view starts changing and valuation gets too ripe.

FOMO Rally Gains Momentum? ETF Strategies to Play

Zacks Investment Research

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

Launched on 09/15/2005, the Invesco Dividend Achievers ETF (PFM) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

PFM: Discussing The Impact Of Reconstitution

PFM's portfolio has seen a few changes in the wake of the underlying index's reconstitution in March. With valuation being less of a concern assuming the new narrative dominates the markets, I am still mostly tepid on PFM, so the Hold rating is maintained. The factor story under the hood has not changed much, with the portfolio now being a bit more expensive while the weighted-average growth rates have weakened slightly.

PFM: Discussing The Impact Of Reconstitution

PFM: Good For Dividend Exposure Overall

Invesco Dividend Achievers™ ETF offers exposure to dividend-paying companies with a history of increasing dividends. The PFM ETF's top holdings include Microsoft, Apple, UnitedHealth Group, Exxon Mobil, and JPMorgan Chase. PFM's sector composition is well-diversified, but it has a significant exposure to the Information Technology sector.

PFM: Good For Dividend Exposure Overall

Zacks Investment Research

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Invesco Dividend Achievers ETF (PFM), a passively managed exchange traded fund launched on 09/15/2005.

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

PFM: A Decent Addition To Income Portfolios

PFM focuses on publicly traded companies that depict a dividend growth quality. Some drawbacks are that the ETF has a high exposure to the Information Technology/Financials sectors and its expense ratio is high. Regardless, its performance has been relatively attractive and it has a solid distribution record.

PFM: A Decent Addition To Income Portfolios

See News Rankings