Invesco High Yield Equity Dividend Achievers ETF
128 hedge funds and large institutions have $216M invested in Invesco High Yield Equity Dividend Achievers ETF in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 47 reducing their positions, and 19 closing their positions.
3% less funds holding
Funds holding: 132 → 128 (-4)
3.66% less ownership
Funds ownership: 37.71% → 34.04% (-3.7%)
7% less capital invested
Capital invested by funds: $231M → $216M (-$15M)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
32% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 47
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.06M |
| 2 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$1.53M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.13M |
| 4 |
IRC
Investors Research Corp
Atlanta,
Georgia
|
+$1.08M |
| 5 |
Jane Street
New York
|
+$757K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$23.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.14M |
| 3 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$3.74M |
| 4 |
Morgan Stanley
New York
|
-$3.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.53M |
PEY Hedge Fund Activity: Q2 2020 in Review
128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2020, worth a combined $216M — down 6.5% from $231M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PEY and 15 opened new positions — a net loss of 4 holders — while 47 trimmed existing stakes and 32 added.
The largest buyer was LPL Financial, adding an estimated $3.06M. The largest seller was Orion Portfolio Solutions, cutting an estimated $23.1M.
- 128 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2020, down from 132 in Q1 2020.
- Funds reported $216M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2020, down 6.5% quarter-over-quarter.
- 15 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2020 and 19 closed out, a net change of -4 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2020 was LPL Financial, an estimated $3.06M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2020 was Orion Portfolio Solutions, an estimated $23.1M sold.
Based on aggregated 13F filings for Q2 2020.