Invesco High Yield Equity Dividend Achievers ETF
155 hedge funds and large institutions have $371M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
41% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 34
9% more capital invested
Capital invested by funds: $339M → $371M (+$32M)
8% more funds holding
Funds holding: 144 → 155 (+11)
0.71% more ownership
Funds ownership: 36.4% → 37.11% (+0.71%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.74M |
| 2 |
Morgan Stanley
New York
|
+$1.48M |
| 3 |
BKA
Brick & Kyle Associates
Newtown,
Pennsylvania
|
+$1.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 5 |
AC
AlphaCore Capital
La Jolla,
California
|
+$730K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.54M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$781K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$677K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$463K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$331K |
PEY Hedge Fund Activity: Q4 2021 in Review
155 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2021, worth a combined $371M — up 9.4% from $339M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PEY positions and 10 closed out — a net gain of 14 holders — while 48 added to existing stakes and 34 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $3.74M. The largest seller was Osaic Holdings, cutting an estimated $1.54M.
- 155 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2021, up from 144 in Q3 2021.
- Funds reported $371M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2021, up 9.4% quarter-over-quarter.
- 24 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2021 and 10 closed out, a net change of +14 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2021 was Cetera Advisor Networks, an estimated $3.74M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2021 was Osaic Holdings, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2021.