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Invesco High Yield Equity Dividend Achievers ETF

176 hedge funds and large institutions have $375M invested in Invesco High Yield Equity Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $238K

4% less capital invested

Capital invested by funds: $392M → $375M (-$16.5M)

1.56% less ownership

Funds ownership: 38.2%36.64% (-1.6%)

4% less funds holding

Funds holding: 184176 (-8)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
68
Closed
18
Calls
$2.33M
Puts
$238K
Net Calls
+$2.09M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$892K +$1.74K +81 +0.2%
BC
52
Barrett & Company
Rhode Island
$833K -$23.6K -1,102 -3%
KWA
53
Kingswood Wealth Advisors
California
$822K -$6.73K -314 -0.8%
VF
54
Virtu Financial
New York
$809K -$994K -46,379 -55%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$778K -$180K -8,384 -19%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$762K +$129 +6 +0%
OFG
57
Oxford Financial Group
Indiana
$739K
NA
58
NewEdge Advisors
Louisiana
$721K +$2.96K +138 +0.4%
AFC
59
AFT Forsyth & Company
Florida
$714K -$1.84K -86 -0.3%
NIWA
60
New Insight Wealth Advisors
California
$713K -$319K -14,886 -31%
Creative Planning
61
Creative Planning
Kansas
$705K +$104K +4,846 +17%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$699K -$172K -8,022 -20%
SC
63
SouthState Corp
Florida
$698K +$42.6K +1,987 +6%
PS
64
Principal Securities
Iowa
$685K +$29.5K +1,378 +5%
NAS
65
NWF Advisory Services
California
$683K -$10.2K -478 -1%
BWM
66
BKM Wealth Management
Wisconsin
$680K +$20.1K +940 +3%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$674K +$148K +6,907 +28%
GI
68
GLOBALT Investments
Georgia
$656K -$3.92K -183 -0.6%
CBU
69
CIBC Bancorp USA
Illinois
$646K +$647K +30,180 New
HI
70
Harbour Investments
Wisconsin
$637K +$139K +6,466 +28%
CSB
71
City State Bank
Iowa
$607K +$159K +7,440 +36%
FPB
72
First PREMIER Bank
South Dakota
$554K -$232K -10,810 -29%
PA
73
PFG Advisors
Arizona
$552K -$113K -5,259 -17%
IAIM
74
International Assets Investment Management
Florida
$545K -$4.31K -201 -0.8%
IFWM
75
Institute for Wealth Management
Colorado
$524K -$86 -4 -0%

PEY Hedge Fund Activity: Q1 2026 in Review

176 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2026, worth a combined $375M — down 4.2% from $392M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PEY and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 44 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $10.1M.

  • 176 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2026, down from 184 in Q4 2025.
  • Funds reported $375M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 14 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2026 and 18 closed out, a net change of -4 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2026 was Goldman Sachs, an estimated $1.96M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2026 was LPL Financial, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2026.