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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

117 hedge funds and large institutions have $251M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
33
Reduced
32
Closed
12
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.09M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77.1M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.95M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Creative Planning
Creative Planning
Kansas
+$465K
5
BAM
Belpointe Asset Management
Nevada
+$457K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.62M
3
LPL Financial
LPL Financial
California
-$810K
4
BRF
B. Riley Financial
California
-$528K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$951K +$92.6K +5,159 +11%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$869K +$140K +7,819 +19%
PAG
28
Private Advisor Group
New Jersey
$865K +$313K +17,432 +57%
MFS
29
Madrona Financial Services
Washington
$802K – – –
CRC
30
Curi RMB Capital
Illinois
$764K -$114K -6,330 -13%
AFC
31
AFT Forsyth & Company
Florida
$757K +$20.6K +1,150 +3%
FAAS
32
First Allied Advisory Services
California
$756K -$20.1K -1,120 -3%
SC
33
SouthState Corp
Florida
$751K – – –
CC
34
Cognios Capital
Kansas
$660K -$59.7K -3,323 -8%
CAN
35
Cetera Advisor Networks
California
$648K +$10.5K +586 +2%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$592K +$90K +5,009 +18%
CS
37
Credit Suisse
Switzerland
$590K +$331K +18,479 +128%
CAN
38
Claraphi Advisory Network
United States
$562K -$7.55K -421 -1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$538K -$473K -26,345 -47%
LWS
40
Lucia Wealth Services
California
$522K -$146K -8,117 -22%
B
41
Barings
North Carolina
$517K +$89.2K +5,000 +21%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$496K +$34.1K +1,903 +7%
PFS
43
Prospera Financial Services
Texas
$477K – – –
IA
44
IFP Advisors
Florida
$473K +$108K +6,022 +30%
Creative Planning
45
Creative Planning
Kansas
$465K +$465K +25,927 New
BAM
46
Belpointe Asset Management
Nevada
$457K +$457K +25,464 New
SFG
47
StrategIQ Financial Group
Indiana
$454K -$34.9K -1,943 -7%
FAIM
48
Financial Advocates Investment Management
Washington
$447K -$1.1K -61 -0.2%
BTS
49
BB&T Securities
Virginia
$420K -$33.2K -1,852 -7%
CFD
50
Creative Financial Designs
Indiana
$413K -$245K -13,652 -37%
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