PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

209 hedge funds and large institutions have $494M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
64
Reduced
76
Closed
15
Calls
$1.25M
Puts
$211K
Net Calls
+$1.04M
Net Calls Change
+$143K

Top Buyers

1
EW
1
Evoke Wealth
California
$6.71M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.41M
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$6.51M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.5M
2
LPL Financial
2
LPL Financial
California
$38.8M
3
Ameriprise
3
Ameriprise
Minnesota
$12M
4
AC
4
AlphaCore Capital
California
$0
5
Bank of America
5
Bank of America
North Carolina
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$3.41M +$2.69M +130,214 +371%
GIA
27
GHP Investment Advisors
Colorado
$3.39M -$32.2K -1,557 -0.9%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.21M +$966K +46,745 +43%
CAGAS
29
Capital Advisory Group Advisory Services
Minnesota
$3M +$375K +18,155 +14%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.91M -$1.8M -87,361 -38%
JWM
31
JPL Wealth Management
Colorado
$2.62M +$335K +16,217 +15%
AAS
32
Avantax Advisory Services
Texas
$2.49M -$845K -40,917 -25%
OIA
33
OneDigital Investment Advisors
Kansas
$2.41M -$10.9K -527 -0.4%
MFG
34
MidWestOne Financial Group
Iowa
$2.26M +$359K +17,369 +19%
TRCT
35
Tower Research Capital (TRC)
New York
$2.13M +$851K +41,192 +67%
GI
36
GLOBALT Investments
Georgia
$2.12M -$131K -6,344 -6%
IA
37
IFP Advisors
Florida
$2.06M -$173K -8,384 -8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.06M +$137K +6,647 +7%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.05M -$1.37M -66,478 -40%
BKA
40
Brick & Kyle Associates
Pennsylvania
$1.98M +$150K +7,413 +8%
CA
41
Cresta Advisors
Texas
$1.98M -$30.5K -1,478 -2%
EH
42
Equitable Holdings
New York
$1.79M +$306K +14,798 +21%
PAG
43
Private Advisor Group
New Jersey
$1.75M +$388K +18,797 +28%
FIA
44
Foundations Investment Advisors
Arizona
$1.74M -$1.3K -63 -0.1%
CRI
45
Colonial River Investments
Virginia
$1.67M +$1.67M +80,761 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.64M -$307K -14,865 -16%
IAN
47
Integrated Advisors Network
Texas
$1.59M +$36.9K +1,789 +2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.51M +$1.26M +61,068 +499%
CA
49
Cetera Advisors
Colorado
$1.41M +$1.01M +48,998 +256%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.3M -$124K -5,986 -9%
1
2
3 4 5