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Invesco High Yield Equity Dividend Achievers ETF
PEY

54 hedge funds and large institutions have $112M invested in Invesco High Yield Equity Dividend Achievers ETF in 2013 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.81% more ownership

Funds ownership: 0% → 34.81% (+35%)

Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
26
First Horizon Corporation
Tennessee
$439K +$437K +40,895 New
EWA
27
Exencial Wealth Advisors
Oklahoma
$401K +$380K +35,595 New
AFG
28
American Financial Group
Ohio
$321K +$320K +29,947 New
AA
29
Ancora Advisors
Ohio
$321K +$320K +29,947 New
Comerica Bank
30
Comerica Bank
Texas
$300K +$299K +27,961 New
NAM
31
NTV Asset Management
West Virginia
$283K +$283K +26,465 New
Ameriprise
32
Ameriprise
Minnesota
$276K +$275K +25,705 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$263K +$262K +24,504 New
JP Morgan Chase
34
JP Morgan Chase
New York
$234K +$233K +21,829 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$222K +$222K +20,731 New
FNBT
36
FineMark National Bank & Trust
Florida
$221K +$220K +20,575 New
IH
37
IFC Holdings
Florida
$218K +$217K +20,323 New
MFS
38
MSI Financial Services
Massachusetts
$189K +$188K +17,588 New
ICAS
39
Investors Capital Advisory Services
Massachusetts
$151K +$151K +14,093 New
AIG
40
American International Group
New York
$150K +$149K +13,934 New
CS
41
Credit Suisse
Switzerland
$145K +$145K +13,551 New
AFC
42
AFT Forsyth & Company
Florida
$135K +$135K +12,600 New
Citigroup
43
Citigroup
New York
$124K +$123K +11,509 New
PP
44
Patten & Patten
Tennessee
$118K +$117K +10,973 New
WT
45
Whittier Trust
California
$104K +$104K +9,700 New
US Bancorp
46
US Bancorp
Minnesota
$30K +$30.2K +2,825 New
CEMP
47
Compass Efficient Model Portfolios
Tennessee
$23K +$22.4K +2,100 New
PAS
48
Partnervest Advisory Services
California
$18K +$18.2K +1,700 New
HR
49
Howe & Rusling
New York
$11K +$10.7K +1,000 New
AC
50
Alexandria Capital
Virginia
$8K +$8.12K +760 New
1
2
3

PEY Hedge Fund Activity: Q2 2013 in Review

54 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2013, worth a combined $112M.

Buyers outnumbered sellers: 54 funds opened new PEY positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

  • 54 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $112M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2013.
  • 54 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2013 and 0 closed out, a net change of +54 holders.

Based on aggregated 13F filings for Q2 2013.