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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

117 hedge funds and large institutions have $251M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
33
Reduced
32
Closed
12
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.09M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77.1M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.95M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Creative Planning
Creative Planning
Kansas
+$465K
5
BAM
Belpointe Asset Management
Nevada
+$457K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.62M
3
LPL Financial
LPL Financial
California
-$810K
4
BRF
B. Riley Financial
California
-$528K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisory Group
Washington
$364K -$382K -21,573 -51%
Bessemer Group
52
Bessemer Group
New Jersey
$359K – – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$354K +$53.9K +3,003 +18%
HIC
54
Holderness Investments Company
North Carolina
$353K +$5.57K +310 +2%
SPC
55
Sigma Planning Corp
Michigan
$347K -$6.24K -348 -2%
FHA
56
Flagship Harbor Advisors
Massachusetts
$338K +$103K +5,775 +44%
Citigroup
57
Citigroup
New York
$319K +$10.7K +596 +3%
NAM
58
NTV Asset Management
West Virginia
$286K -$18K -1,000 -6%
CW
59
Cobiz Wealth
Colorado
$281K -$9.88K -550 -3%
BOS
60
Bingham Osborn & Scarborough
California
$278K – – –
NA
61
NewEdge Advisors
Louisiana
$272K +$62.5K +3,489 +30%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$258K -$54.6K -3,052 -17%
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$256K +$1.29K +72 +0.5%
UR
64
USCA RIA
Texas
$255K – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$230K – – –
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$223K +$223K +12,412 New
HFS
67
HL Financial Services
Kentucky
$221K +$221K +12,298 New
Northern Trust
68
Northern Trust
Illinois
$215K +$215K +11,967 New
NFC
69
Northeast Financial Consultants
Connecticut
$211K +$211K +11,814 New
EWA
70
Exencial Wealth Advisors
Oklahoma
$207K – – –
Citadel Advisors
71
Citadel Advisors
Florida
$203K +$203K +11,339 New
SB
72
Suntrust Banks
Georgia
$199K +$199K +11,103 New
APP
73
Avantax Planning Partners
Iowa
$195K – – –
WT
74
Whittier Trust
California
$174K – – –
TRCT
75
Tower Research Capital (TRC)
New York
$173K -$164K -9,151 -49%
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