PEY icon

Invesco High Yield Equity Dividend Achievers ETF

132 hedge funds and large institutions have $293M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
42
Reduced
38
Closed
13
Calls
Puts
$211K
Net Calls
-$211K
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
SouthState Corp
Florida
$561K -$142K -7,000 -20%
IFWM
52
Institute for Wealth Management
Colorado
$534K
AAS
53
Avantax Advisory Services
Texas
$487K -$139K -6,848 -22%
AA
54
AlphaMark Advisors
Kentucky
$480K +$109K +5,366 +29%
NFG
55
Next Financial Group
Texas
$475K +$12.8K +630 +3%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$446K -$4.52M -223,503 -91%
FAIM
57
Financial Advocates Investment Management
Washington
$428K -$32.3K -1,595 -7%
OC
58
Oppenheimer & Co
New York
$426K -$9.12K -450 -2%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$425K -$141K -6,941 -25%
BRWM
60
B. Riley Wealth Management
Tennessee
$421K -$992K -49,013 -70%
CIAS
61
Capital Investment Advisory Services
North Carolina
$410K -$4.8K -237 -1%
SFG
62
StrategIQ Financial Group
Indiana
$391K -$4.66K -230 -1%
SFG
63
Sovereign Financial Group
Connecticut
$384K +$39.5K +1,950 +11%
JWM
64
Janiczek Wealth Management
Colorado
$383K
Truist Financial
65
Truist Financial
North Carolina
$380K +$83.1K +4,112 +28%
PPW
66
Pasadena Private Wealth
California
$378K +$40.5K +2,001 +12%
PA
67
PFG Advisors
Arizona
$373K +$64.3K +3,174 +21%
BRWA
68
B. Riley Wealth Advisors
Florida
$373K +$140K +6,888 +60%
GWM
69
Geneos Wealth Management
Colorado
$330K -$5.13K -249 -2%
NAM
70
NTV Asset Management
West Virginia
$325K +$15.2K +750 +5%
CA
71
Cetera Advisors
Colorado
$323K +$57.8K +2,851 +22%
FPS
72
Fieldpoint Private Securities
Connecticut
$321K +$150K +7,400 +88%
CCA
73
Clearwater Capital Advisors
Illinois
$306K -$24.1K -1,193 -7%
CG
74
Clarus Group
Texas
$303K +$303K +14,802 New
SBIA
75
Sheaff Brock Investment Advisors
Indiana
$302K -$9.31K -459 -3%