Invesco High Yield Equity Dividend Achievers ETF
82 hedge funds and large institutions have $245M invested in Invesco High Yield Equity Dividend Achievers ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 10 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
19% more capital invested
Capital invested by funds: $206M → $245M (+$38.7M)
3.12% more ownership
Funds ownership: 37.14% → 40.26% (+3.1%)
0% more funds holding
Funds holding: 82 → 82 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$15.8M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$10.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.51M |
| 4 |
Jane Street
New York
|
+$3.31M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.88M |
| 2 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$1.51M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$815K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$708K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$677K |
PEY Hedge Fund Activity: Q1 2015 in Review
82 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2015, worth a combined $245M — up 19% from $206M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PEY positions and 10 closed out — a net gain of 2 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $15.8M. The largest seller was Morgan Stanley, cutting an estimated $1.88M.
- 82 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $245M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2015, up 19% quarter-over-quarter.
- 12 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2015 and 10 closed out, a net change of +2 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2015 was United Capital Financial Advisors, an estimated $15.8M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2015 was Morgan Stanley, an estimated $1.88M sold.
Based on aggregated 13F filings for Q1 2015.