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Invesco High Yield Equity Dividend Achievers ETF

176 hedge funds and large institutions have $375M invested in Invesco High Yield Equity Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $238K

4% less capital invested

Capital invested by funds: $392M → $375M (-$16.5M)

1.56% less ownership

Funds ownership: 38.2%36.64% (-1.6%)

4% less funds holding

Funds holding: 184176 (-8)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
68
Closed
18
Calls
$2.33M
Puts
$238K
Net Calls
+$2.09M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$97.4M -$7.54M -351,671 -7%
Morgan Stanley
2
Morgan Stanley
New York
$51.1M -$848K -39,576 -2%
LPL Financial
3
LPL Financial
California
$29.1M -$10.1M -471,038 -26%
Wells Fargo
4
Wells Fargo
California
$19.6M -$128K -5,978 -0.6%
Raymond James Financial
5
Raymond James Financial
Florida
$13.7M -$99.7K -4,653 -0.7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.84M -$642K -29,940 -7%
IRC
7
Investors Research Corp
Georgia
$8.08M +$388K +18,123 +5%
UBS Group
8
UBS Group
Switzerland
$6.97M +$626K +29,199 +10%
Two Sigma Investments
9
Two Sigma Investments
New York
$5.53M -$8.92M -416,200 -62%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.46M -$179K -8,371 -3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$5.38M +$93.2K +4,346 +2%
GSWA
12
Good Steward Wealth Advisors
Tennessee
$4.74M +$56.6K +2,639 +1%
SC
13
Stolper & Co
Oklahoma
$4.53M -$354K -16,506 -55%
SL
14
Salomon & Ludwin
Virginia
$4.43M -$30.5K -1,423 -0.7%
Ameriprise
15
Ameriprise
Minnesota
$4.38M -$206K -9,615 -4%
UCFA
16
United Capital Financial Advisors
Texas
$4.27M -$218K -10,159 -5%
EW
17
Evoke Wealth
California
$3.67M
CAL
18
Capital Advisors Ltd
Ohio
$3.65M -$187K -8,747 -5%
AC
19
AlphaCore Capital
California
$3.64M +$444K +20,736 +14%
FGWP
20
Founders Grove Wealth Partners
Virginia
$3.53M -$520K -24,240 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.27M -$161K -7,506 -5%
GIA
22
GHP Investment Advisors
Colorado
$2.95M +$579 +27 +0%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.87M +$81.1K +3,785 +3%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.85M +$245K +11,418 +9%
CA
25
Cresta Advisors
Texas
$2.74M +$211K +9,824 +8%

PEY Hedge Fund Activity: Q1 2026 in Review

176 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2026, worth a combined $375M — down 4.2% from $392M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PEY and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 44 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $10.1M.

  • 176 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2026, down from 184 in Q4 2025.
  • Funds reported $375M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 14 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2026 and 18 closed out, a net change of -4 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2026 was Goldman Sachs, an estimated $1.96M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2026 was LPL Financial, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2026.