Invesco High Yield Equity Dividend Achievers ETF
144 hedge funds and large institutions have $339M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 37 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
46% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 37
4% more funds holding
Funds holding: 138 → 144 (+6)
2.04% more ownership
Funds ownership: 34.35% → 36.4% (+2%)
0% less capital invested
Capital invested by funds: $339M → $339M (-$447K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.29M |
| 2 |
Morgan Stanley
New York
|
+$2.23M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.86M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.52M |
| 5 |
EH
Equitable Holdings
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.15M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$535K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$534K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$480K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$463K |
PEY Hedge Fund Activity: Q3 2021 in Review
144 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2021, worth a combined $339M — down 0.13% from $339M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PEY positions and 9 closed out — a net gain of 7 holders — while 54 added to existing stakes and 37 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $3.29M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.15M.
- 144 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2021, up from 138 in Q2 2021.
- Funds reported $339M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2021, down 0.13% quarter-over-quarter.
- 16 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2021 and 9 closed out, a net change of +7 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2021 was Cetera Advisor Networks, an estimated $3.29M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2021 was Commonwealth Equity Services, an estimated $1.15M sold.
Based on aggregated 13F filings for Q3 2021.