PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

183 hedge funds and large institutions have $545M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
183
Holders Change
+20
Holders Change %
+12.27%
% of All Funds
3.09%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
31
Increased
72
Reduced
27
Closed
10
Calls
$789K
Puts
–
Net Calls
+$789K
Net Calls Change
-$100K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$167M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$9.87M
3
LPL Financial
3
LPL Financial
California
$28.7M
4
Wells Fargo
4
Wells Fargo
California
$20.3M
5
AIA
5
Arrow Investment Advisors
Maryland
$5.28M

Top Sellers

1
CA
1
Calton & Associates
Florida
$301K
2
CSIA
2
Carl Stuart Investment Advisor
Texas
$0
3
NA
3
NewEdge Advisors
Louisiana
$1.03M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.07M
5
SL
5
Salomon & Ludwin
Virginia
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$3.89M +$760 +37 +0%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.76M -$99.3K -4,833 -3%
SF
28
Synovus Financial
Georgia
$3.66M +$104K +5,064 +3%
PWM
29
Provident Wealth Management
Tennessee
$3.51M +$128K +6,250 +4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.31M +$2.25M +109,658 +214%
DWA
31
Dorsey Wright & Associates
California
$2.75M +$2.75M +133,803 New
OIA
32
OneDigital Investment Advisors
Kansas
$2.72M -$25.6K -1,248 -0.9%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.71M -$155K -7,351 -5%
Goldman Sachs
34
Goldman Sachs
New York
$2.29M +$193K +9,403 +9%
PAG
35
Private Advisor Group
New Jersey
$2.27M +$1.17M +57,027 +107%
PMG
36
ProVise Management Group
Florida
$2.26M +$420K +20,455 +23%
AI
37
Atria Investments
North Carolina
$2.11M +$609K +29,638 +41%
AWM
38
AE Wealth Management
Kansas
$1.84M +$11.6K +563 +0.6%
EE
39
EWG Elevate
California
$1.78M +$1.78M +86,555 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.71M -$52.6K -2,560 -3%
EH
41
Equitable Holdings
New York
$1.64M +$140K +6,811 +9%
IA
42
IFP Advisors
Florida
$1.62M – – –
IAN
43
Integrated Advisors Network
Texas
$1.49M -$7.54K -367 -0.5%
SPIA
44
Steward Partners Investment Advisory
New York
$1.42M +$160K +7,807 +13%
Truist Financial
45
Truist Financial
North Carolina
$1.38M +$16.5K +802 +1%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.36M +$78.8K +3,835 +6%
BPA
47
Beacon Pointe Advisors
California
$1.36M -$169K -8,246 -11%
UFF
48
USA Financial Formulas
Michigan
$1.32M +$1.32M +63,997 New
FPB
49
First PREMIER Bank
South Dakota
$1.3M +$154K +7,482 +13%
BKA
50
Brick & Kyle Associates
Pennsylvania
$1.22M +$65.9K +3,220 +6%
1
2
3 4 5