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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

118 hedge funds and large institutions have $278M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
34
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
Merriman Wealth Management
Washington
+$7.19M
2
LWS
Lucia Wealth Services
California
+$4.05M
3
Wells Fargo
Wells Fargo
California
+$3.24M
4
UBS Group
UBS Group
Switzerland
+$1.36M
5
VF
Virtu Financial
New York
+$1.14M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$25.6M
2
BFG
Bouchey Financial Group
New York
-$13.4M
3
SB
Suntrust Banks
Georgia
-$4.73M
4
Morgan Stanley
Morgan Stanley
New York
-$2.84M
5
MML Investors Services
MML Investors Services
Massachusetts
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$1.22M -$1.2M -70,632 -50%
VF
27
Virtu Financial
New York
$1.14M +$1.14M +67,087 New
NCM
28
Novare Capital Management
North Carolina
$1.09M -$31.1K -1,827 -3%
FAAS
29
First Allied Advisory Services
California
$986K -$86.6K -5,084 -8%
SC
30
SouthState Corp
Florida
$953K – – –
AG
31
Advisor Group
Arizona
$945K -$90.3K -5,309 -9%
RFWA
32
RPg Family Wealth Advisory
Massachusetts
$941K -$17.6K -1,035 -2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$850K +$115K +6,776 +16%
CRC
34
Curi RMB Capital
Illinois
$833K +$120K +7,070 +17%
CC
35
Cognios Capital
Kansas
$832K -$60.2K -3,539 -7%
MFS
36
Madrona Financial Services
Washington
$761K +$103K +6,070 +16%
CFD
37
Creative Financial Designs
Indiana
$740K -$1.03M -60,620 -58%
CAN
38
Cetera Advisor Networks
California
$710K -$83.1K -4,876 -10%
AFC
39
AFT Forsyth & Company
Florida
$698K -$1.96K -115 -0.3%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$691K +$125K +7,325 +22%
TRCT
41
Tower Research Capital (TRC)
New York
$642K +$369K +21,703 +135%
IA
42
IFP Advisors
Florida
$621K – – –
SPC
43
Sigma Planning Corp
Michigan
$586K -$11.2K -658 -2%
NFG
44
Next Financial Group
Texas
$570K +$123K +7,252 +28%
CAN
45
Claraphi Advisory Network
United States
$535K +$535K +31,438 New
BRF
46
B. Riley Financial
California
$501K -$695K -40,846 -58%
CS
47
Credit Suisse
Switzerland
$496K -$712K -41,826 -59%
PFS
48
Prospera Financial Services
Texas
$486K +$486K +28,577 New
SFG
49
StrategIQ Financial Group
Indiana
$482K -$570K -33,497 -54%
FAIM
50
Financial Advocates Investment Management
Washington
$469K +$3.17K +186 +0.7%
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