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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

128 hedge funds and large institutions have $247M invested in Invesco High Yield Equity Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
34
Reduced
45
Closed
9
Calls
$2.31M
Puts
$249K
Net Calls
+$2.06M
Net Calls Change
+$822K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.38M
2
AI
Atria Investments
North Carolina
+$1.1M
3
EW
Evoke Wealth
California
+$992K
4
RJA
Raymond James & Associates
Florida
+$867K
5
PFS
Prospera Financial Services
Texas
+$863K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.55M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.56M
3
LPL Financial
LPL Financial
California
-$1.54M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
5
SL
Salomon & Ludwin
Virginia
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$519K +$221K +12,686 +74%
AC
52
AlphaCore Capital
California
$498K +$2.56K +147 +0.5%
Creative Planning
53
Creative Planning
Kansas
$489K +$69.6K +4,006 +17%
CAN
54
Cetera Advisor Networks
California
$486K +$3.72K +214 +0.8%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$485K -$18.2K -1,048 -4%
IFWM
56
Institute for Wealth Management
Colorado
$458K – – –
FAIM
57
Financial Advocates Investment Management
Washington
$403K -$5.35K -302 -1%
NFG
58
Next Financial Group
Texas
$397K -$57.4K -3,301 -13%
OC
59
Oppenheimer & Co
New York
$373K -$531K -30,603 -59%
CIAS
60
Capital Investment Advisory Services
North Carolina
$356K +$25.6K +1,474 +8%
SFG
61
StrategIQ Financial Group
Indiana
$339K -$15.2K -877 -4%
JWM
62
Janiczek Wealth Management
Colorado
$328K – – –
AA
63
AlphaMark Advisors
Kentucky
$319K +$75.2K +4,327 +31%
Citadel Advisors
64
Citadel Advisors
Florida
$310K -$1.42M -81,526 -82%
CS
65
Credit Suisse
Switzerland
$303K – – –
SFG
66
Sovereign Financial Group
Connecticut
$296K +$296K +17,029 New
PPW
67
Pasadena Private Wealth
California
$290K +$290K +16,658 New
SW
68
SteelPeak Wealth
California
$290K +$290K +16,714 New
CCA
69
Clearwater Capital Advisors
Illinois
$284K – – –
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$267K – – –
NAM
71
NTV Asset Management
West Virginia
$266K -$13K -750 -5%
PA
72
PFG Advisors
Arizona
$265K +$35.1K +2,016 +15%
MFS
73
Madrona Financial Services
Washington
$257K -$3.21K -185 -1%
Truist Financial
74
Truist Financial
North Carolina
$255K +$11.2K +645 +5%
FI
75
Financial Insights
Washington
$235K -$3.48K -200 -1%
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3
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