Invesco High Yield Equity Dividend Achievers ETF
212 hedge funds and large institutions have $495M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 15 closing their positions.
494% more call options, than puts
Call options by funds: $1.25M | Put options by funds: $211K
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
0% more funds holding
Funds holding: 211 → 212 (+1)
5.98% less ownership
Funds ownership: 45.99% → 40.01% (-6%)
17% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 77
20% less capital invested
Capital invested by funds: $620M → $495M (-$124M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$6.27M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.25M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.62M |
| 4 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
+$2.25M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$67.4M |
| 2 |
LPL Financial
San Diego,
California
|
-$12.1M |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
-$9.79M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.56M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.68M |
PEY Hedge Fund Activity: Q1 2024 in Review
212 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2024, worth a combined $495M — down 20% from $620M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PEY positions and 15 closed out — a net gain of 3 holders — while 64 added to existing stakes and 77 trimmed.
The largest buyer was Evoke Wealth, adding an estimated $6.27M. The largest seller was Morgan Stanley, cutting an estimated $67.4M.
- 212 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2024, up from 211 in Q4 2023.
- Funds reported $495M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2024, down 20% quarter-over-quarter.
- 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2024 and 15 closed out, a net change of +3 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2024 was Evoke Wealth, an estimated $6.27M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2024 was Morgan Stanley, an estimated $67.4M sold.
Based on aggregated 13F filings for Q1 2024.