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Invesco High Yield Equity Dividend Achievers ETF

138 hedge funds and large institutions have $339M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $293M → $339M (+$46M)

4% more funds holding

Funds holding: 133138 (+5)

1.41% more ownership

Funds ownership: 32.94%34.35% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
62
Reduced
26
Closed
11
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.84M -$102K -4,885 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.73M +$604K +28,850 +53%
BPA
28
Beacon Pointe Advisors
California
$1.57M -$139K -6,631 -8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.45M +$533K +25,465 +57%
AI
30
Atria Investments
North Carolina
$1.42M +$329K +15,711 +30%
LWP
31
Laurel Wealth Planning
Minnesota
$1.37M +$66.8K +3,191 +5%
IAN
32
Integrated Advisors Network
Texas
$1.25M +$384K +18,319 +44%
AWM
33
AE Wealth Management
Kansas
$1.19M +$56.3K +2,690 +5%
PFS
34
Prospera Financial Services
Texas
$1.09M -$21.1K -1,007 -2%
HI
35
Harbour Investments
Wisconsin
$1.08M
Goldman Sachs
36
Goldman Sachs
New York
$1.03M +$788K +37,631 +306%
BKA
37
Brick & Kyle Associates
Pennsylvania
$1.02M +$51.2K +2,445 +5%
RW
38
RVW Wealth
California
$1M +$4.5K +215 +0.8%
MML Investors Services
39
MML Investors Services
Massachusetts
$982K +$119K +5,707 +14%
BAM
40
Belpointe Asset Management
Nevada
$944K +$3.87K +185 +0.4%
NA
41
NewEdge Advisors
Louisiana
$937K +$223K +10,662 +31%
PAG
42
Private Advisor Group
New Jersey
$923K +$201K +9,580 +27%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$922K -$29.4K -1,405 -3%
AC
44
AlphaCore Capital
California
$918K +$309K +14,754 +50%
FPB
45
First PREMIER Bank
South Dakota
$915K -$19.1K -913 -2%
SWM
46
Sugarloaf Wealth Management
Georgia
$895K +$906K +43,290 +173,160%
DLG
47
Daniel L. Goodwin
$852K -$16.8K -800 -2%
AAS
48
Avantax Advisory Services
Texas
$774K +$280K +13,395 +56%
MFW
49
Meristem Family Wealth
Minnesota
$741K
AFC
50
AFT Forsyth & Company
Florida
$722K +$712 +34 +0.1%

PEY Hedge Fund Activity: Q2 2021 in Review

138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2021, worth a combined $339M — up 16% from $293M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PEY positions and 11 closed out — a net gain of 6 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $16.6M. The largest seller was Creative Planning, cutting an estimated $880K.

  • 138 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2021, up from 133 in Q1 2021.
  • Funds reported $339M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 17 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2021 and 11 closed out, a net change of +6 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $16.6M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2021 was Creative Planning, an estimated $880K sold.

Based on aggregated 13F filings for Q2 2021.