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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

163 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
Holders
163
Holders Change
+9
Holders Change %
+5.84%
% of All Funds
2.58%
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

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$144M
2
Morgan Stanley
2
Morgan Stanley
New York
$48.4M
3
AC
3
AlphaCore Capital
California
$11.1M
4
AIP
4
Ahrens Investment Partners
Louisiana
$7.3M
5
OCM
5
One Capital Management
California
$4.3M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$17.1M
2
BKA
2
Brick & Kyle Associates
Pennsylvania
$1.23M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.08M
4
SL
4
Salomon & Ludwin
Virginia
$13.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$1.12M -$79.2K -3,629 -7%
OFG
52
Oxford Financial Group
Indiana
$1.09M +$1.09M +49,853 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$1.04M -$3.56K -163 -0.3%
BAM
54
Belpointe Asset Management
Nevada
$983K +$5.63K +258 +0.6%
SWM
55
Sugarloaf Wealth Management
Georgia
$946K – – –
DLG
56
Daniel L. Goodwin
$914K +$21.8K +1,000 +2%
CSIA
57
Carl Stuart Investment Advisor
Texas
$892K +$892K +4,085 New
TPWA
58
TRUE Private Wealth Advisors
Oregon
$822K +$822K +37,765 New
BRWA
59
B. Riley Wealth Advisors
Florida
$806K +$200K +9,163 +33%
MFW
60
Meristem Family Wealth
Minnesota
$783K – – –
CM
61
Columbus Macro
Pennsylvania
$771K +$771K +35,316 New
AFC
62
AFT Forsyth & Company
Florida
$770K +$6K +275 +0.8%
NCM
63
Novare Capital Management
North Carolina
$703K – – –
PA
64
PFG Advisors
Arizona
$700K +$14.9K +681 +2%
CRC
65
Curi RMB Capital
Illinois
$652K – – –
RW
66
RVW Wealth
California
$630K – – –
SC
67
SouthState Corp
Florida
$603K -$6.1K -279 -1%
AF
68
Advisornet Financial
Minnesota
$602K +$51.8K +2,371 +9%
IFWM
69
Institute for Wealth Management
Colorado
$575K -$611 -28 -0.1%
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$563K – – –
WA
71
Wealth Alliance
New York
$525K -$25.2K -1,153 -5%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$507K +$21.5K +986 +4%
SFG
73
Sovereign Financial Group
Connecticut
$490K +$71.4K +3,272 +17%
WAM
74
Worth Asset Management
Texas
$460K +$460K +21,738 New
PPW
75
Pasadena Private Wealth
California
$445K -$119K -5,452 -21%
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