PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

79 hedge funds and large institutions have $239M invested in Invesco High Yield Equity Dividend Achievers ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 16 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
29
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Arrow Investment Advisors
Maryland
$22.7M
2
Wells Fargo
2
Wells Fargo
California
$23.2M
3
DWA
3
Dorsey Wright & Associates
California
$7.44M
4
FIG
4
FundX Investment Group
California
$6.5M
5
LPL Financial
5
LPL Financial
California
$8.98M

Top Sellers

1
MWM
1
Merriman Wealth Management
Washington
$0
2
CS
2
Credit Suisse
Switzerland
$0
3
VF
3
Virtu Financial
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFWA
26
RPg Family Wealth Advisory
Massachusetts
$825K 61,820 +61,820 New
BAM
27
Baring Asset Management
United Kingdom
$755K 56,190 +1,412 +3%
FAAS
28
First Allied Advisory Services
California
$670K 50,153 -740 -1%
AIA
29
Allegis Investment Advisors
Idaho
$624K 46,725 +46,725 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$551K 41,293 +1,687 +4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$501K 37,495 -2,485 -6%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$478K 35,833 – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$477K 35,698 -37,337 -51%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$452K 33,825 -20,917 -38%
EWA
35
Exencial Wealth Advisors
Oklahoma
$451K 35,595 – –
CC
36
Cognios Capital
Kansas
$434K 32 +6 +23%
MFS
37
MSI Financial Services
Massachusetts
$429K 32,126 +12,118 +61%
Goldman Sachs
38
Goldman Sachs
New York
$399K 29,854 -14,614 -33%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$334K 25,064 +3,693 +17%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$326K 24,479 -11,747 -32%
Stifel Financial
41
Stifel Financial
Missouri
$322K 24,064 +24,064 New
ICAS
42
Investors Capital Advisory Services
Massachusetts
$315K 23,636 +1,095 +5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$303K 22,683 -15,381 -40%
OC
44
Oppenheimer & Co
New York
$279K 20,868 +1,412 +7%
PAG
45
Private Advisor Group
New Jersey
$275K 20,574 +6,049 +42%
NAM
46
NTV Asset Management
West Virginia
$274K 20,565 -150 -0.7%
FHA
47
First Horizon Advisors
Tennessee
$237K 17,784 +725 +4%
SBIA
48
Sheaff Brock Investment Advisors
Indiana
$233K 17,474 +17,474 New
TH
49
Timber Hill
Connecticut
$230K 17,212 – –
CAN
50
Cetera Advisor Networks
California
$225K 16,782 -36,514 -69%
1
2
3 4