PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

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.

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$6.68M
2
FIG
2
FundX Investment Group
California
$4.13M
3
U
3
UBS
Switzerland
$6.42M
4
Jane Street
4
Jane Street
New York
$1.65M
5
LPL Financial
5
LPL Financial
California
$5.6M

Top Sellers

1
IAS
1
IMA Advisory Services
Colorado
$1.19M
2
Invesco
2
Invesco
Georgia
$3.05M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.7M
4
NCM
4
Novare Capital Management
North Carolina
$0
5
CWM
5
Concert Wealth Management
California
$821K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$100K 7,830 -5 -0.1%
MAS
52
Madden Advisory Services
Florida
$95K 7,415 +2,025 +38%
US Bancorp
53
US Bancorp
Minnesota
$64K 5,000 – –
VCM
54
Vigilant Capital Management
Maine
$45K 3,500 – –
FANJ
55
Financial Architects (New Jersey)
New Jersey
$45K 3,517 +3,517 New
AA
56
Apriem Advisors
California
$22K 1,740 +1,740 New
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$21K 1,604 +1,604 New
VIA
58
Vantage Investment Advisors
Pennsylvania
$21K 1,647 +1,647 New
PAS
59
Partnervest Advisory Services
California
$17K 1,300 – –
NFG
60
Next Financial Group
Texas
$16K 1,284 +1,284 New
HR
61
Howe & Rusling
New York
$13K 1,000 +1,000 New
NSIM
62
North Star Investment Management
Illinois
$11K 823 – –
M&T Bank
63
M&T Bank
New York
$11K 875 +875 New
AC
64
Alexandria Capital
Virginia
$10K 760 – –
RFA
65
Reilly Financial Advisors
California
$7K 555 – –
NES
66
New England Securities
New York
$6K 496 +4 +0.8%
W
67
Wealthfront
California
$6K 500 +500 New
HDIM
68
Hanson & Doremus Investment Management
Vermont
$5K 383 – –
PTC
69
Private Trust Company
Ohio
$4K 286 – –
NCM
70
Novare Capital Management
North Carolina
– – -94,165 Closed
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
– – -17,386 Closed
BJ
72
Brouwer & Janachowski
California
– – -9,450 Closed
DIS
73
Diversified Investment Strategies
Louisiana
– – -4,550 Closed
BFEC
74
Benjamin F. Edwards & Company
Missouri
– – -266 Closed
BAM
75
Barrett Asset Management
New York
$0 1 -121 -99%
1 2
3