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Invesco High Yield Equity Dividend Achievers ETF

164 hedge funds and large institutions have $470M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $371M → $470M (+$99.7M)

6% more funds holding

Funds holding: 155164 (+9)

4.17% more ownership

Funds ownership: 37.11%41.28% (+4.2%)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
23
Closed
9
Calls
$889K
Puts
Net Calls
+$889K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$3.04M +$2.57M +119,920 +613%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$2.97M +$15.5K +725 +0.5%
OIA
28
OneDigital Investment Advisors
Kansas
$2.92M +$81.8K +3,819 +3%
Osaic Holdings
29
Osaic Holdings
Arizona
$2.46M +$573K +26,760 +17%
Goldman Sachs
30
Goldman Sachs
New York
$2.23M +$431K +20,154 +25%
PMG
31
ProVise Management Group
Florida
$1.95M +$1.92M +89,478 New
AWM
32
AE Wealth Management
Kansas
$1.94M +$629K +29,367 +49%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.88M +$307K +14,334 +20%
BPA
34
Beacon Pointe Advisors
California
$1.62M +$128K +6,001 +9%
IA
35
IFP Advisors
Florida
$1.62M +$56.2K +2,625 +3%
EH
36
Equitable Holdings
New York
$1.59M +$21.5K +1,006 +1%
IAN
37
Integrated Advisors Network
Texas
$1.59M +$166K +7,751 +12%
AI
38
Atria Investments
North Carolina
$1.59M +$314K +14,686 +25%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$1.56M -$75.5K -3,527 -5%
NA
40
NewEdge Advisors
Louisiana
$1.56M +$335K +15,661 +28%
CA
41
Calton & Associates
Florida
$1.51M +$1.13M +52,784 +322%
Truist Financial
42
Truist Financial
North Carolina
$1.44M +$895K +41,794 +172%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.36M +$49K +2,291 +4%
SPIA
44
Steward Partners Investment Advisory
New York
$1.33M +$1.09M +51,021 +507%
AWM
45
Axxcess Wealth Management
California
$1.25M +$942K +44,004 +331%
BKA
46
Brick & Kyle Associates
Pennsylvania
$1.23M -$1.18M -55,170 -50%
FPB
47
First PREMIER Bank
South Dakota
$1.22M +$299K +13,964 +33%
PAG
48
Private Advisor Group
New Jersey
$1.16M +$81K +3,783 +8%
JIC
49
Johnson Investment Counsel
Ohio
$1.13M
PFS
50
Prospera Financial Services
Texas
$1.12M -$39.2K -1,829 -3%

PEY Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2022, worth a combined $470M — up 27% from $371M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEY positions and 9 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $26.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.19M.

  • 164 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2022, up from 155 in Q4 2021.
  • Funds reported $470M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 21 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2022 was Bank of America, an estimated $26.3M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.