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Invesco High Yield Equity Dividend Achievers ETF

150 hedge funds and large institutions have $363M invested in Invesco High Yield Equity Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+25
Holders Change %
+20%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
45
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
26
Brown Advisory
Maryland
$1.62M +$1.62M +85,318 New
PWM
27
Provident Wealth Management
Tennessee
$1.52M +$1.52M +80,080 New
IA
28
IFP Advisors
Florida
$1.51M +$192K +10,184 +15%
OC
29
Oppenheimer & Co
New York
$1.48M -$5.77K -304 -0.4%
BRWM
30
B. Riley Wealth Management
Tennessee
$1.38M +$285K +14,999 +26%
AG
31
Advisor Group
Arizona
$1.25M -$86.9K -4,578 -7%
AAS
32
Avantax Advisory Services
Texas
$1.19M +$1.19M +62,828 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.14M -$157K -8,258 -12%
PAG
34
Private Advisor Group
New Jersey
$1.13M -$10.8K -568 -0.9%
FAAS
35
First Allied Advisory Services
California
$1.1M +$3.8K +200 +0.3%
Creative Planning
36
Creative Planning
Kansas
$1.06M +$194K +10,218 +22%
SC
37
SouthState Corp
Florida
$1.04M
NCM
38
Novare Capital Management
North Carolina
$1.01M +$1.42K +75 +0.1%
PFS
39
Prospera Financial Services
Texas
$1.01M +$430K +22,623 +74%
AFC
40
AFT Forsyth & Company
Florida
$973K +$3.53K +186 +0.4%
BPWA
41
Beacon Pointe Wealth Advisors
California
$903K -$210K -11,060 -19%
Jane Street
42
Jane Street
New York
$896K -$1M -52,843 -53%
SWM
43
Sugarloaf Wealth Management
Georgia
$823K +$823K +43,315 New
CRC
44
Curi RMB Capital
Illinois
$815K
SW
45
SteelPeak Wealth
California
$801K +$801K +42,182 New
BPA
46
Beacon Pointe Advisors
California
$786K -$34.6K -1,825 -4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$762K -$6.7K -353 -0.9%
LA
48
LexAurum Advisors
Kansas
$729K +$104K +5,474 +17%
GA
49
Gateway Advisory
New Jersey
$716K +$371K +19,560 +108%
MFW
50
Meristem Family Wealth
Minnesota
$681K