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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.66M -$417K -19,409 -14%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.43M +$717K +33,382 +42%
IA
28
IFP Advisors
Florida
$2.36M +$45.3K +2,112 +2%
AF
29
Advisornet Financial
Minnesota
$2.32M +$631K +29,404 +37%
OIA
30
OneDigital Investment Advisors
Kansas
$2.32M -$22.8K -1,060 -1%
AI
31
Atria Investments
North Carolina
$2.25M -$2.08M -97,012 -48%
BKA
32
Brick & Kyle Associates
Pennsylvania
$2.23M +$42.5K +1,998 +2%
CA
33
Cresta Advisors
Texas
$2.22M +$126K +5,877 +6%
AF
34
Apexium Financial
Texas
$2.14M +$967K +45,024 +82%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.04M -$16K -746 -0.8%
EH
36
Equitable Holdings
New York
$1.99M +$72K +3,354 +4%
WA
37
Wealth Alliance
New York
$1.78M -$61K -2,843 -3%
PAG
38
Private Advisor Group
New Jersey
$1.76M -$58.6K -2,728 -3%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.68M +$39.1K +1,821 +2%
Comerica Bank
40
Comerica Bank
Texas
$1.67M +$685K +31,898 +69%
IWM
41
IHT Wealth Management
Illinois
$1.6M +$584K +27,218 +58%
AWP
42
Axis Wealth Partners
Rhode Island
$1.49M -$125K -5,843 -8%
AAS
43
Avantax Advisory Services
Texas
$1.45M -$963K -44,848 -40%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.44M -$105K -4,886 -7%
Stifel Financial
45
Stifel Financial
Missouri
$1.29M +$81.8K +3,809 +7%
FTUS
46
Flow Traders U.S.
New York
$1.29M +$1.29M +60,094 New
BPA
47
Beacon Pointe Advisors
California
$1.29M +$54.3K +2,530 +4%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.28M +$258 +12 +0%
IAN
49
Integrated Advisors Network
Texas
$1.14M -$92.1K -4,288 -8%
MWM
50
MGB Wealth Management
Texas
$1.13M – – –
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