Invesco High Yield Equity Dividend Achievers ETF
69 hedge funds and large institutions have $145M invested in Invesco High Yield Equity Dividend Achievers ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
44% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 16
14% more capital invested
Capital invested by funds: $127M → $145M (+$18M)
8% more funds holding
Funds holding: 64 → 69 (+5)
0.94% less ownership
Funds ownership: 33.58% → 32.63% (-0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$5.49M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$3.99M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.84M |
| 4 |
Jane Street
New York
|
+$1.59M |
| 5 |
LPL Financial
San Diego,
California
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$2.16M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.49M |
| 3 |
Morgan Stanley
New York
|
-$1.34M |
| 4 |
NCM
Novare Capital Management
Charlotte,
North Carolina
|
-$1.15M |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$810K |
PEY Hedge Fund Activity: Q2 2014 in Review
69 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2014, worth a combined $145M — up 14% from $127M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PEY positions and 6 closed out — a net gain of 6 holders — while 23 added to existing stakes and 16 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $5.49M. The largest seller was IMA Advisory Services, cutting an estimated $2.16M.
- 69 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2014, up from 64 in Q1 2014.
- Funds reported $145M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2014, up 14% quarter-over-quarter.
- 12 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2014 and 6 closed out, a net change of +6 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2014 was Capital Investment Advisors, an estimated $5.49M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2014 was IMA Advisory Services, an estimated $2.16M sold.
Based on aggregated 13F filings for Q2 2014.