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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

195 hedge funds and large institutions have $602M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
62
Closed
14
Calls
$459K
Puts
$12K
Net Calls
+$447K
Net Calls Change
-$332K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$26.8M
2
WA
2
Waverly Advisors
Alabama
$6.1M
3
AC
3
AlphaCore Capital
California
$13.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$12M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.14M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$157M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
LPL Financial
3
LPL Financial
California
$48.8M
4
ES
4
Eagle Strategies
New York
$4.53M
5
IGWM
5
ICA Group Wealth Management
Colorado
$57K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$3.04M -$908K -47,222 -23%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.98M -$455K -23,662 -13%
SF
28
Synovus Financial
Georgia
$2.97M -$226K -11,736 -7%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$2.53M +$62.8K +3,269 +3%
OIA
30
OneDigital Investment Advisors
Kansas
$2.43M -$105K -5,449 -4%
IWM
31
IHT Wealth Management
Illinois
$2.42M +$98.4K +5,120 +4%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.21M -$1.14M -59,205 -34%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.14M +$2.14M +111,574 New
AI
34
Atria Investments
North Carolina
$2.11M -$165K -8,608 -7%
IA
35
IFP Advisors
Florida
$1.98M -$102K -5,309 -5%
NA
36
NewEdge Advisors
Louisiana
$1.95M +$1.04M +53,892 +113%
CA
37
Cresta Advisors
Texas
$1.84M +$1.25M +64,815 +209%
FIA
38
Foundations Investment Advisors
Arizona
$1.62M – – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.59M +$80.5K +4,186 +5%
BKA
40
Brick & Kyle Associates
Pennsylvania
$1.58M +$307K +15,904 +24%
IAN
41
Integrated Advisors Network
Texas
$1.51M +$30.4K +1,580 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.46M +$1.25M +64,777 +582%
PAG
43
Private Advisor Group
New Jersey
$1.3M -$206K -10,700 -14%
MFG
44
MidWestOne Financial Group
Iowa
$1.3M +$898K +46,730 +225%
BPA
45
Beacon Pointe Advisors
California
$1.24M +$12.6K +653 +1%
AWS
46
Atria Wealth Solutions
New York
$1.17M +$2.06K +107 +0.2%
EH
47
Equitable Holdings
New York
$1.08M +$218K +11,318 +25%
CBFP
48
Cedar Brook Financial Partners
Ohio
$1.07M +$11.4K +594 +1%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$1.05M +$467K +24,291 +80%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.05M +$165K +8,600 +19%
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