Invesco High Yield Equity Dividend Achievers ETF
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
4,300% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $23K
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
11% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 56
5% more funds holding
Funds holding: 188 [Q3] → 197 (+9) [Q4]
0.05% less ownership
Funds ownership: 38.66% [Q3] → 38.61% (-0.05%) [Q4]
4% less capital invested
Capital invested by funds: $482M [Q3] → $461M (-$20.9M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for PEY.
Financial journalist opinion
Positive
Seeking Alpha
1 week ago
PEY Offers Excellent Value But Low Margins And Growth Rates
PEY holds 50 high-yielding dividend stocks that have increased payments for at least ten consecutive years. Its expense ratio is 0.53% and the ETF has $1.07 billion in assets. I estimate PEY's dividend yield to be 5.03% at current prices, slightly better than its 4.75% trailing yield. The ETF also avoids REITs, so 100% of its distributions are QDI. PEY offers excellent value and trades at just 10.77x forward earnings. In addition, its 5.56% Index yield is well above the 4.22% four-year average, suggesting PEY's holdings are substantially undervalued.
Neutral
Zacks Investment Research
1 week ago
Is Invesco High Yield Equity Dividend Achievers ETF (PEY) a Strong ETF Right Now?
The Invesco High Yield Equity Dividend Achievers ETF (PEY) made its debut on 12/09/2004, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.
Neutral
Zacks Investment Research
2 months ago
Is Invesco High Yield Equity Dividend Achievers ETF (PEY) a Strong ETF Right Now?
The Invesco High Yield Equity Dividend Achievers ETF (PEY) made its debut on 12/09/2004, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.
Positive
24/7 Wall Street
2 months ago
Baby Boomers: The Only 3 ETFs You Need to Own for Passive Income and Growth Through Retirement
If you're already retired or just thinking about it, one of the last things you want to worry about is income.
Positive
Seeking Alpha
2 months ago
PEY: Reconstitution Could Make This ETF More Effective During Market Slowdown
Invesco High Yield Equity Dividend Achievers is best as a defensive fund with a 4.3% yield, suitable for sideways or declining markets due to its lack of tech exposure. PEY's top sectors are Utilities, Financials, and Consumer Staples, making up over 61% of assets, offering stability but limited growth. PEY has strong dividend growth, with a 10-year CAGR of 8.02%, but ordinary dividends may have less favorable tax consequences.
Neutral
Seeking Alpha
4 months ago
The Many Choices Of U.S. Dividend ETFs
VIG offers exposure to dividend-paying large-cap US companies that exhibit growth characteristics. SCHD offers exposure to dividend-paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio. DVY can be used as a long-term strategic holding as its 100 stock portfolio is well balanced from a sector perspective.
Neutral
Zacks Investment Research
4 months ago
Is Invesco High Yield Equity Dividend Achievers ETF (PEY) a Strong ETF Right Now?
The Invesco High Yield Equity Dividend Achievers ETF (PEY) made its debut on 12/09/2004, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - All Cap Value category of the market.
Positive
Seeking Alpha
5 months ago
PEY: Good Yield, And Cheap Valuations, But VYM Appears To More Reliable
The Invesco High Yield Equity Dividend Achievers ETF with a two-decade old history, serves as one of the more established dividend yielding products. PEY does have a couple of things going for it, such as a compelling yield and cheap valuations, but the more popular VYM still has the edge. PEY's sector and market-cap exposure is not ideal, and the risk-reward on the charts does not look promising now.
Positive
The Motley Fool
5 months ago
These 3 Passive-Income ETFs Are a Retiree's Best Friend
Inflation-beating gains and juicy yields are the name of the game.
Positive
Benzinga
6 months ago
3 Powerful ETFs for Income Seekers Looking to Maximize Gains
With market pullbacks driven by factors like geopolitical tensions, central bank policies, and fluctuating jobless claims, many investors are left wondering where to allocate their funds. While the allure of stock picking, especially in trending areas like AI, Chinese stocks, or energy, can be strong, it doesn't suit every investor, particularly those looking for a more conservative, income-focused approach.
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