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Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $392M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $985K

0.62% less ownership

Funds ownership: 38.82%38.2% (-0.62%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

8% less funds holding

Funds holding: 200184 (-16)

9% less capital invested

Capital invested by funds: $430M → $392M (-$38.2M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
65
Closed
27
Calls
$1.29M
Puts
$985K
Net Calls
+$302K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.48M +$5.24K +254 +0.2%
SA
27
Sanctuary Advisors
Indiana
$2.44M +$388K +18,831 +19%
CA
28
Cresta Advisors
Texas
$2.4M +$77.3K +3,753 +3%
BKA
29
Brick & Kyle Associates
Pennsylvania
$2.2M +$40.1K +1,945 +2%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.17M -$253K -12,272 -10%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.12M -$15.5K -752 -0.7%
OIA
32
OneDigital Investment Advisors
Kansas
$2.08M -$48.6K -2,360 -2%
WA
33
Wealth Alliance
New York
$1.73M -$35.4K -1,718 -2%
VF
34
Virtu Financial
New York
$1.72M +$1.39M +67,392 +403%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.7M +$37.4K +1,815 +2%
EH
36
Equitable Holdings
New York
$1.67M -$184K -8,925 -10%
Comerica Bank
37
Comerica Bank
Texas
$1.59M +$10.8K +522 +0.7%
PAG
38
Private Advisor Group
New Jersey
$1.5M -$58.2K -2,823 -4%
Stifel Financial
39
Stifel Financial
Missouri
$1.47M -$30.8K -1,493 -2%
IWM
40
IHT Wealth Management
Illinois
$1.47M -$183K -8,880 -11%
WA
41
Waverly Advisors
Alabama
$1.39M -$6.62M -321,105 -83%
AWP
42
Axis Wealth Partners
Rhode Island
$1.28M -$4.93K -239 -0.4%
BPA
43
Beacon Pointe Advisors
California
$1.25M +$148K +7,190 +13%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.25M +$20.8K +1,010 +2%
JIC
45
Johnson Investment Counsel
Ohio
$1.06M
ACA
46
Aspire Capital Advisors
Washington
$1.02M +$540K +26,186 +109%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.01M -$204K -9,884 -17%
NIWA
48
New Insight Wealth Advisors
California
$982K -$72.1K -3,499 -7%
CAM
49
Cresset Asset Management
Illinois
$953K
MWM
50
MGB Wealth Management
Texas
$932K -$103K -5,000 -10%

PEY Hedge Fund Activity: Q4 2025 in Review

184 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2025, worth a combined $392M — down 8.9% from $430M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PEY and 13 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 59 added.

The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $392M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of -14 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $12M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2025 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2025.