Invesco High Yield Equity Dividend Achievers ETF
88 hedge funds and large institutions have $338M invested in Invesco High Yield Equity Dividend Achievers ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 7 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
1% more capital invested
Capital invested by funds: $334M → $338M (+$4.43M)
2% less funds holding
Funds holding: 90 → 88 (-2)
3.31% less ownership
Funds ownership: 36.62% → 33.31% (-3.3%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$7.65M |
| 2 |
Morgan Stanley
New York
|
+$6.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.19M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.66M |
Top Sellers
PEY Hedge Fund Activity: Q3 2016 in Review
88 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2016, worth a combined $338M — up 1.3% from $334M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PEY and 6 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 35 added.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $7.65M. The largest seller was Niemann Capital Management, cutting an estimated $6.46M.
- 88 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2016, down from 90 in Q2 2016.
- Funds reported $338M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2016, up 1.3% quarter-over-quarter.
- 6 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2016 and 7 closed out, a net change of -1 holder.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2016 was Merriman Wealth Management, an estimated $7.65M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2016 was Niemann Capital Management, an estimated $6.46M sold.
Based on aggregated 13F filings for Q3 2016.