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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

125 hedge funds and large institutions have $289M invested in Invesco High Yield Equity Dividend Achievers ETF in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
38
Reduced
35
Closed
10
Calls
–
Puts
$200K
Net Calls
-$200K
Net Calls Change
+$201K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.26M
2
Jane Street
Jane Street
New York
+$1.83M
3
Morgan Stanley
Morgan Stanley
New York
+$1.82M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.74M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$977K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.16M
2
SWM
Sequoia Wealth Management
Illinois
-$1.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$839K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$676K
5
NFG
Next Financial Group
Texas
-$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.25M -$8.19K -447 -0.7%
PAG
27
Private Advisor Group
New Jersey
$1.1M -$7.84K -428 -0.7%
BPWA
28
Beacon Pointe Wealth Advisors
California
$1.07M -$78.6K -4,305 -7%
FAAS
29
First Allied Advisory Services
California
$1.06M +$36.6K +2,000 +4%
BRWM
30
B. Riley Wealth Management
Tennessee
$1.05M – – –
RFWA
31
RPg Family Wealth Advisory
Massachusetts
$1.01M -$16.9K -921 -2%
SC
32
SouthState Corp
Florida
$999K -$11.6K -633 -1%
NCM
33
Novare Capital Management
North Carolina
$974K -$31.4K -1,715 -3%
AFC
34
AFT Forsyth & Company
Florida
$935K +$20.4K +1,112 +2%
Creative Planning
35
Creative Planning
Kansas
$839K +$243K +13,290 +41%
BPA
36
Beacon Pointe Advisors
California
$794K -$35.6K -1,940 -4%
WWM
37
WT Wealth Management
Arizona
$788K +$788K +43,055 New
CRC
38
Curi RMB Capital
Illinois
$785K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$741K +$31.5K +1,721 +4%
MFW
40
Meristem Family Wealth
Minnesota
$657K +$657K +35,865 New
RFN
41
RDA Financial Network
Iowa
$647K +$193K +10,548 +42%
LA
42
LexAurum Advisors
Kansas
$603K +$603K +32,917 New
PFS
43
Prospera Financial Services
Texas
$559K +$43.7K +2,388 +8%
CAN
44
Cetera Advisor Networks
California
$558K +$13K +711 +2%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$522K +$55.7K +3,039 +12%
IFWM
46
Institute for Wealth Management
Colorado
$514K – – –
NFG
47
Next Financial Group
Texas
$513K -$505K -27,551 -50%
CAN
48
Claraphi Advisory Network
United States
$495K -$3.72K -203 -0.7%
CCA
49
Clearwater Capital Advisors
Illinois
$494K -$180K -9,805 -27%
FAIM
50
Financial Advocates Investment Management
Washington
$474K +$5.28K +288 +1%
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