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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

192 hedge funds and large institutions have $547M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-3
Holders Change %
-1.54%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
61
Reduced
61
Closed
25
Calls
$739K
Puts
$31K
Net Calls
+$708K
Net Calls Change
+$261K

Top Buyers

1
VF
1
Virtu Financial
New York
$3.77M
2
AAS
2
Avantax Advisory Services
Texas
$3.25M
3
AI
3
Atria Investments
North Carolina
$3.47M
4
NA
4
NewEdge Advisors
Louisiana
$3.31M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.84M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.85M
2
Bank of America
2
Bank of America
North Carolina
$136M
3
ES
3
Eagle Strategies
New York
$1.45M
4
Ameriprise
4
Ameriprise
Minnesota
$27.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.31M +$1.36M +71,032 +70%
PWM
27
Provident Wealth Management
Tennessee
$3.26M +$85.3K +4,443 +3%
AAS
28
Avantax Advisory Services
Texas
$3.25M +$2.92M +151,975 +867%
GIA
29
GHP Investment Advisors
Colorado
$3.13M -$32.2K -1,716 -1%
SF
30
Synovus Financial
Georgia
$2.92M -$44.1K -2,300 -1%
IWM
31
IHT Wealth Management
Illinois
$2.68M +$260K +13,553 +11%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.55M +$340K +17,703 +15%
CAGAS
33
Capital Advisory Group Advisory Services
Minnesota
$2.43M -$90.4K -4,710 -4%
OIA
34
OneDigital Investment Advisors
Kansas
$2.4M -$29.2K -1,521 -1%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$2.12M -$21.7K -1,129 -1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.05M -$923K -48,069 -31%
IA
37
IFP Advisors
Florida
$2.04M +$68.6K +3,576 +3%
CA
38
Cresta Advisors
Texas
$1.9M +$57K +2,971 +3%
TRCT
39
Tower Research Capital (TRC)
New York
$1.84M +$1.11M +57,770 +152%
BKA
40
Brick & Kyle Associates
Pennsylvania
$1.72M +$150K +7,794 +10%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.66M +$77.7K +4,047 +5%
FIA
42
Foundations Investment Advisors
Arizona
$1.62M – – –
MFG
43
MidWestOne Financial Group
Iowa
$1.59M +$300K +15,616 +23%
IAN
44
Integrated Advisors Network
Texas
$1.56M +$59.7K +3,112 +4%
ES
45
Eagle Strategies
New York
$1.45M -$3.07M -160,079 -68%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$1.33M +$286K +14,893 +27%
BPA
47
Beacon Pointe Advisors
California
$1.3M +$57.6K +3,002 +5%
PAG
48
Private Advisor Group
New Jersey
$1.26M -$39.3K -2,046 -3%
AWS
49
Atria Wealth Solutions
New York
$1.2M +$27.4K +1,430 +2%
EH
50
Equitable Holdings
New York
$1.19M +$113K +5,892 +11%
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