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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
VF
2
Virtu Financial
New York
$1.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.94M
4
AF
4
Apexium Financial
Texas
$1.16M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
26
Jones Financial Companies
Missouri
$2.94M +$1.56M +73,433 +114%
MWM
27
Meridian Wealth Management
Kentucky
$2.63M -$1.47M -68,966 -36%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$2.39M +$262K +12,331 +12%
AAS
29
Avantax Advisory Services
Texas
$2.39M +$13.4K +632 +0.6%
OIA
30
OneDigital Investment Advisors
Kansas
$2.32M +$51.2K +2,408 +2%
IA
31
IFP Advisors
Florida
$2.3M -$14.8K -697 -0.6%
BKA
32
Brick & Kyle Associates
Pennsylvania
$2.19M +$103K +4,841 +5%
CA
33
Cresta Advisors
Texas
$2.13M – – –
CRI
34
Colonial River Investments
Virginia
$2.11M +$15K +707 +0.7%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.04M +$13K +610 +0.6%
VF
36
Virtu Financial
New York
$1.95M +$1.95M +91,489 New
EH
37
Equitable Holdings
New York
$1.9M +$105K +4,939 +6%
GI
38
GLOBALT Investments
Georgia
$1.86M -$51.6K -2,429 -3%
WA
39
Wealth Alliance
New York
$1.82M +$535K +25,183 +42%
PAG
40
Private Advisor Group
New Jersey
$1.8M +$78.7K +3,700 +5%
FIA
41
Foundations Investment Advisors
Arizona
$1.79M -$1.42K -67 -0.1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.7M -$369K -17,373 -18%
AF
43
Advisornet Financial
Minnesota
$1.68M +$209K +9,816 +14%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.62M -$126K -5,908 -7%
AWP
45
Axis Wealth Partners
Rhode Island
$1.6M +$1.6M +75,185 New
MML Investors Services
46
MML Investors Services
Massachusetts
$1.53M -$78.3K -3,683 -5%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.27M +$21.7K +1,020 +2%
BPA
48
Beacon Pointe Advisors
California
$1.22M -$17.3K -813 -1%
IAN
49
Integrated Advisors Network
Texas
$1.22M -$195K -9,187 -14%
Stifel Financial
50
Stifel Financial
Missouri
$1.2M -$33K -1,551 -3%
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