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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

90 hedge funds and large institutions have $334M invested in Invesco High Yield Equity Dividend Achievers ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
13
Increased
36
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Niemann Capital Management
Nevada
$14.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.9M
3
Bank of America
3
Bank of America
North Carolina
$99.2M
4
UCFA
4
United Capital Financial Advisors
Texas
$27.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.52M
2
LPL Financial
2
LPL Financial
California
$7.09M
3
CWM
3
Cabot Wealth Management
Massachusetts
$202K
4
Citigroup
4
Citigroup
New York
$16K
5
Goldman Sachs
5
Goldman Sachs
New York
$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
26
Jacobus Wealth Management
Wisconsin
$1.09M – – –
SFG
27
StrategIQ Financial Group
Indiana
$996K +$996K +64,059 New
FAAS
28
First Allied Advisory Services
California
$990K +$128K +8,205 +15%
SC
29
SouthState Corp
Florida
$968K +$7.08K +455 +0.7%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$914K +$457K +29,396 +100%
PAG
31
Private Advisor Group
New Jersey
$890K +$145K +9,349 +19%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$863K +$94.4K +6,074 +12%
PFS
33
Prospera Financial Services
Texas
$855K +$80.3K +5,168 +10%
SPC
34
Sigma Planning Corp
Michigan
$848K -$180K -11,562 -17%
CWM
35
Concert Wealth Management
California
$836K -$55.2K -3,533 -6%
CC
36
Cognios Capital
Kansas
$835K +$264K +16,957 +46%
Jane Street
37
Jane Street
New York
$777K +$777K +49,956 New
BAM
38
Baring Asset Management
United Kingdom
$752K -$74.9K -4,915 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$569K +$569K +36,607 New
EWA
40
Exencial Wealth Advisors
Oklahoma
$554K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$526K – – –
CA
42
Cetera Advisors
Colorado
$514K +$325K +20,824 +172%
BAAM
43
Baker Avenue Asset Management
California
$455K +$132K +8,466 +41%
AG
44
Advisor Group
Arizona
$438K +$438K +28,254 New
AIA
45
Allegis Investment Advisors
Idaho
$393K -$7.54K -495 -2%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$380K -$2.81K -181 -0.7%
ICAS
47
Investors Capital Advisory Services
Massachusetts
$369K +$1.52K +98 +0.4%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$350K -$202K -12,982 -37%
FHA
49
First Horizon Advisors
Tennessee
$346K +$11.9K +765 +4%
IA
50
IFP Advisors
Florida
$342K +$309K +19,843 +928%
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