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Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

137 hedge funds and large institutions have $339M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
137
Holders Change
+5
Holders Change %
+3.79%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
62
Reduced
25
Closed
11
Calls
–
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$16K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$17M
2
Bank of America
2
Bank of America
North Carolina
$110M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.7M
4
LPL Financial
4
LPL Financial
California
$14.5M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.12M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$316K
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
BRWM
3
B. Riley Wealth Management
Tennessee
$0
4
CA
4
Calton & Associates
Florida
$0
5
GWM
5
Geneos Wealth Management
Colorado
$49K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
51
Novare Capital Management
North Carolina
$672K – – –
AIP
52
Ahrens Investment Partners
Louisiana
$633K -$35.1K -1,700 -5%
CRC
53
Curi RMB Capital
Illinois
$617K -$26.2K -1,269 -4%
Bessemer Group
54
Bessemer Group
New Jersey
$578K +$392K +18,983 +211%
SC
55
SouthState Corp
Florida
$573K – – –
IFWM
56
Institute for Wealth Management
Colorado
$545K – – –
OC
57
Oppenheimer & Co
New York
$534K +$99.3K +4,805 +23%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$533K +$533K +25,780 New
AA
59
AlphaMark Advisors
Kentucky
$517K +$27K +1,309 +6%
PA
60
PFG Advisors
Arizona
$502K +$122K +5,899 +32%
PPW
61
Pasadena Private Wealth
California
$491K +$106K +5,130 +27%
NFG
62
Next Financial Group
Texas
$486K +$1.92K +93 +0.4%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$460K +$4.14K +200 +0.9%
Truist Financial
64
Truist Financial
North Carolina
$456K +$68.2K +3,308 +18%
TRCT
65
Tower Research Capital (TRC)
New York
$431K +$431K +20,850 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$407K -$26.3K -1,273 -6%
CIAS
67
Capital Investment Advisory Services
North Carolina
$405K -$12.6K -612 -3%
SFG
68
StrategIQ Financial Group
Indiana
$400K +$786 +38 +0.2%
JWM
69
Janiczek Wealth Management
Colorado
$390K – – –
BRWA
70
B. Riley Wealth Advisors
Florida
$389K +$9.01K +436 +2%
SFG
71
Sovereign Financial Group
Connecticut
$384K – – –
CA
72
Cetera Advisors
Colorado
$378K +$48.7K +2,359 +15%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$368K +$368K +17,808 New
NAM
74
NTV Asset Management
West Virginia
$321K -$10.3K -500 -3%
Creative Planning
75
Creative Planning
Kansas
$316K -$867K -42,044 -73%
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