Invesco High Yield Equity Dividend Achievers ETF
201 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.
4,300% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $23K
160% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 10
15% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 55
5% more funds holding
Funds holding: 191 → 201 (+10)
0.02% less ownership
Funds ownership: 38.75% → 38.72% (-0.02%)
4% less capital invested
Capital invested by funds: $483M → $462M (-$20.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.1M |
| 2 |
VF
Virtu Financial
New York
|
+$2.01M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$1.61M |
| 4 |
AF
Apexium Financial
Dallas,
Texas
|
+$1.2M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CICC
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
-$7.48M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$4.96M |
| 3 |
PWM
Provident Wealth Management
Brentwood,
Tennessee
|
-$4.53M |
| 4 |
Two Sigma Investments
New York
|
-$2.94M |
| 5 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$1.51M |
PEY Hedge Fund Activity: Q4 2024 in Review
201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2024, worth a combined $462M — down 4.3% from $483M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PEY positions and 10 closed out — a net gain of 16 holders — while 63 added to existing stakes and 55 trimmed.
The largest buyer was Bank of America, adding an estimated $3.1M. The largest seller was Capital Investment Counsel (Colorado), cutting an estimated $7.48M.
- 201 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2024, up from 191 in Q3 2024.
- Funds reported $462M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2024, down 4.3% quarter-over-quarter.
- 26 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2024 and 10 closed out, a net change of +16 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $3.1M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2024 was Capital Investment Counsel (Colorado), an estimated $7.48M sold.
Based on aggregated 13F filings for Q4 2024.