PEY icon

Invesco High Yield Equity Dividend Achievers ETF

190 hedge funds and large institutions have $572M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
75
Reduced
42
Closed
19
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$3.47M -$48K -2,580 -1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.39M -$294K -15,810 -8%
PWM
28
Provident Wealth Management
Tennessee
$3.36M +$181K +9,740 +6%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.34M -$54.7K -2,942 -2%
CPFP
30
Clear Perspectives Financial Planning
Ohio
$3.3M +$3.3M +177,605 New
SF
31
Synovus Financial
Georgia
$3.22M -$93.8K -5,046 -3%
CAGAS
32
Capital Advisory Group Advisory Services
Minnesota
$2.38M -$11.8K -634 -0.5%
OIA
33
OneDigital Investment Advisors
Kansas
$2.36M -$108K -5,783 -4%
Goldman Sachs
34
Goldman Sachs
New York
$2.31M +$241K +12,940 +12%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.2M +$965K +51,901 +78%
PMG
36
ProVise Management Group
Florida
$1.91M -$130K -7,012 -6%
AI
37
Atria Investments
North Carolina
$1.81M -$96.1K -5,168 -5%
TRCT
38
Tower Research Capital (TRC)
New York
$1.79M +$1.79M +96,396 New
SPIA
39
Steward Partners Investment Advisory
New York
$1.72M +$441K +23,748 +34%
IA
40
IFP Advisors
Florida
$1.61M -$16.8K -969 -1%
AWM
41
Axxcess Wealth Management
California
$1.57M +$548K +29,459 +54%
FIA
42
Foundations Investment Advisors
Arizona
$1.57M +$1.57M +84,192 New
Citadel Advisors
43
Citadel Advisors
Florida
$1.56M +$1.56M +84,008 New
ASN
44
Advisory Services Network
Georgia
$1.5M -$2.63M -141,304 -64%
EH
45
Equitable Holdings
New York
$1.49M +$8.07K +434 +0.5%
IAN
46
Integrated Advisors Network
Texas
$1.49M +$140K +7,547 +10%
SWP
47
Stratos Wealth Partners
Ohio
$1.38M +$1.38M +74,121 New
PAG
48
Private Advisor Group
New Jersey
$1.32M -$726K -39,072 -35%
Truist Financial
49
Truist Financial
North Carolina
$1.29M +$49.3K +2,651 +4%
QA
50
Quantitative Advantage
Minnesota
$1.25M +$348K +18,718 +39%