Invesco High Yield Equity Dividend Achievers ETF
103 hedge funds and large institutions have $370M invested in Invesco High Yield Equity Dividend Achievers ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
17% more funds holding
Funds holding: 88 → 103 (+15)
10% more capital invested
Capital invested by funds: $338M → $370M (+$32.3M)
1.2% more ownership
Funds ownership: 33.31% → 34.51% (+1.2%)
27% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.44M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.69M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$2.4M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.46M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$7.93M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.71M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.32M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.86M |
| 5 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$1.92M |
PEY Hedge Fund Activity: Q4 2016 in Review
103 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2016, worth a combined $370M — up 9.6% from $338M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PEY positions and 9 closed out — a net gain of 16 holders — while 27 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.44M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $7.93M sold.
- 103 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2016, up from 88 in Q3 2016.
- Funds reported $370M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2016, up 9.6% quarter-over-quarter.
- 25 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2016 and 9 closed out, a net change of +16 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2016 was Morgan Stanley, an estimated $3.44M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2016 was Niemann Capital Management, an estimated $7.93M sold.
Based on aggregated 13F filings for Q4 2016.