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Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $545M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $470M → $545M (+$75M)

12% more funds holding

Funds holding: 164184 (+20)

2.99% more ownership

Funds ownership: 41.28%44.27% (+3%)

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
31
Increased
72
Reduced
27
Closed
10
Calls
$789K
Puts
Net Calls
+$789K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.15M +$1.2M +56,081 New
AWM
52
Axxcess Wealth Management
California
$1.13M -$53K -2,474 -4%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$1.07M -$423K -19,726 -28%
JIC
54
Johnson Investment Counsel
Ohio
$1.06M
NA
55
NewEdge Advisors
Louisiana
$1.03M -$449K -20,925 -29%
OFG
56
Oxford Financial Group
Indiana
$1.02M
BAM
57
Belpointe Asset Management
Nevada
$1M +$79.2K +3,692 +8%
QA
58
Quantitative Advantage
Minnesota
$995K +$1.04M +48,399 New
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$965K -$21K -980 -2%
PFS
60
Prospera Financial Services
Texas
$956K -$107K -4,985 -10%
SWM
61
Sugarloaf Wealth Management
Georgia
$890K
TPWA
62
TRUE Private Wealth Advisors
Oregon
$832K +$58.5K +2,726 +7%
DLG
63
Daniel L. Goodwin
$823K -$40.7K -1,900 -5%
CCFM
64
Clear Creek Financial Management
Washington
$794K +$828K +38,625 New
BRWA
65
B. Riley Wealth Advisors
Florida
$791K +$33.2K +1,549 +4%
CAM
66
Cresset Asset Management
Illinois
$737K +$769K +35,865 New
CM
67
Columbus Macro
Pennsylvania
$727K +$1.39K +65 +0.2%
AFC
68
AFT Forsyth & Company
Florida
$727K +$1.72K +80 +0.2%
PA
69
PFG Advisors
Arizona
$690K +$32.1K +1,498 +5%
AF
70
Advisornet Financial
Minnesota
$673K +$111K +5,170 +19%
NCM
71
Novare Capital Management
North Carolina
$661K
SC
72
SouthState Corp
Florida
$644K +$81K +3,779 +14%
Stifel Financial
73
Stifel Financial
Missouri
$639K +$667K +31,089 New
CRC
74
Curi RMB Capital
Illinois
$613K
RW
75
RVW Wealth
California
$593K

PEY Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2022, worth a combined $545M — up 16% from $470M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PEY positions and 10 closed out — a net gain of 21 holders — while 72 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $33.5M. The largest seller was Calton & Associates, cutting an estimated $1.17M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2022, up from 164 in Q1 2022.
  • Funds reported $545M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 31 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2022 and 10 closed out, a net change of +21 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2022 was Bank of America, an estimated $33.5M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2022 was Calton & Associates, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2022.