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Invesco High Yield Equity Dividend Achievers ETF

82 hedge funds and large institutions have $206M invested in Invesco High Yield Equity Dividend Achievers ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
21
Increased
20
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
51
Advantage Investment Management
Iowa
$168K +$168K +12,468 New
Creative Planning
52
Creative Planning
Kansas
$163K -$5.21K -387 -3%
IH
53
IFC Holdings
Florida
$160K -$53.6K -3,987 -25%
CIA
54
Capital Investment Advisors
Georgia
$158K
VF
55
Virtu Financial
New York
$156K +$156K +11,571 New
HighTower Advisors
56
HighTower Advisors
Illinois
$146K
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$139K
WT
58
Whittier Trust
California
$131K
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$102K +$37.6K +2,784 +58%
NPC
60
National Planning Corporation
California
$99.3K +$99.3K +7,496 New
BKA
61
Brick & Kyle Associates
Pennsylvania
$92K +$92K +6,810 New
NFG
62
Next Financial Group
Texas
$77K -$238K -17,684 -76%
Citigroup
63
Citigroup
New York
$70K -$36.3K -2,676 -34%
US Bancorp
64
US Bancorp
Minnesota
$68K
FANJ
65
Financial Architects (New Jersey)
New Jersey
$47K
VCM
66
Vigilant Capital Management
Maine
$47K
SC
67
Searle & Co
Connecticut
$40K +$40K +3,000 New
MAS
68
Madden Advisory Services
Florida
$36K -$27.2K -2,042 -43%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +2,142 New
AA
70
Apriem Advisors
California
$23K
VIA
71
Vantage Investment Advisors
Pennsylvania
$22K
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$18K -$2.6K -188 -13%
HR
73
Howe & Rusling
New York
$14K
AC
74
Alexandria Capital
Virginia
$10K +$65 +5 +0.7%
NSIM
75
North Star Investment Management
Illinois
$8K -$2.69K -207 -25%