We are live on ! Find out more
PEY icon

Invesco High Yield Equity Dividend Achievers ETF

164 hedge funds and large institutions have $470M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $371M → $470M (+$99.7M)

6% more funds holding

Funds holding: 155164 (+9)

4.17% more ownership

Funds ownership: 37.11%41.28% (+4.2%)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
23
Closed
9
Calls
$889K
Puts
Net Calls
+$889K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.12M -$77.7K -3,629 -7%
OFG
52
Oxford Financial Group
Indiana
$1.09M +$1.07M +49,853 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.04M -$3.49K -163 -0.3%
BAM
54
Belpointe Asset Management
Nevada
$983K +$5.52K +258 +0.6%
SWM
55
Sugarloaf Wealth Management
Georgia
$946K
DLG
56
Daniel L. Goodwin
$914K +$21.4K +1,000 +2%
CSIA
57
Carl Stuart Investment Advisor
Texas
$892K +$87.5K +4,085 New
TPWA
58
TRUE Private Wealth Advisors
Oregon
$822K +$808K +37,765 New
BRWA
59
B. Riley Wealth Advisors
Florida
$806K +$196K +9,163 +33%
MFW
60
Meristem Family Wealth
Minnesota
$783K
CM
61
Columbus Macro
Pennsylvania
$771K +$756K +35,316 New
AFC
62
AFT Forsyth & Company
Florida
$770K +$5.89K +275 +0.8%
NCM
63
Novare Capital Management
North Carolina
$703K
PA
64
PFG Advisors
Arizona
$700K +$14.6K +681 +2%
CRC
65
Curi RMB Capital
Illinois
$652K
RW
66
RVW Wealth
California
$630K
SC
67
SouthState Corp
Florida
$603K -$5.97K -279 -1%
AF
68
Advisornet Financial
Minnesota
$602K +$50.8K +2,371 +9%
IFWM
69
Institute for Wealth Management
Colorado
$575K -$599 -28 -0.1%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$563K
WA
71
Wealth Alliance
New York
$525K -$24.7K -1,153 -5%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$507K +$21.1K +986 +4%
SFG
73
Sovereign Financial Group
Connecticut
$490K +$70K +3,272 +17%
WAM
74
Worth Asset Management
Texas
$460K +$465K +21,738 New
PPW
75
Pasadena Private Wealth
California
$445K -$117K -5,452 -21%

PEY Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2022, worth a combined $470M — up 27% from $371M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEY positions and 9 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $26.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.19M.

  • 164 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2022, up from 155 in Q4 2021.
  • Funds reported $470M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 21 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2022 was Bank of America, an estimated $26.3M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.