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Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cresta Advisors
Texas
$2.34M +$226K +11,215 +11%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.29M -$18.8K -932 -0.8%
IA
28
IFP Advisors
Florida
$2.24M -$3.72K -185 -0.2%
BKA
29
Brick & Kyle Associates
Pennsylvania
$2.24M +$14.5K +723 +0.7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.16M -$495K -24,618 -19%
OIA
31
OneDigital Investment Advisors
Kansas
$2.16M -$50.5K -2,512 -2%
GSWA
32
Good Steward Wealth Advisors
Tennessee
$2.14M +$1.41M +69,974 +200%
SA
33
Sanctuary Advisors
Indiana
$2.09M -$91.3K -4,540 -4%
EH
34
Equitable Holdings
New York
$1.97M +$73.3K +3,642 +4%
WA
35
Wealth Alliance
New York
$1.77M +$83.5K +4,151 +5%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.72M +$129K +6,406 +8%
PAG
37
Private Advisor Group
New Jersey
$1.63M -$46.3K -2,300 -3%
Comerica Bank
38
Comerica Bank
Texas
$1.59M +$2.25K +112 +0.1%
FCBT
39
First Citizens Bank & Trust
North Carolina
$1.58M +$1.56M +77,440 New
AF
40
Apexium Financial
Texas
$1.57M -$460K -22,881 -23%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.56M -$1.91M -94,800 -55%
Stifel Financial
42
Stifel Financial
Missouri
$1.5M +$272K +13,499 +22%
MML Investors Services
43
MML Investors Services
Massachusetts
$1.38M +$15.8K +783 +1%
AWP
44
Axis Wealth Partners
Rhode Island
$1.35M -$62.2K -3,094 -4%
BPA
45
Beacon Pointe Advisors
California
$1.21M -$11.8K -587 -1%
AAS
46
Avantax Advisory Services
Texas
$1.18M -$193K -9,602 -14%
AA
47
Armis Advisers
Georgia
$1.18M +$301K +14,940 +37%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.18M -$39.3K -1,952 -3%
VF
49
Virtu Financial
New York
$1.11M +$1.1M +54,553 New
MWM
50
MGB Wealth Management
Texas
$1.07M

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.