Invesco High Yield Equity Dividend Achievers ETF
192 hedge funds and large institutions have $572M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 75 increasing their positions, 42 reducing their positions, and 19 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 42
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
4% more funds holding
Funds holding: 184 → 192 (+8)
2.12% more ownership
Funds ownership: 44.27% → 46.39% (+2.1%)
5% more capital invested
Capital invested by funds: $545M → $572M (+$27M)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.1M |
| 3 |
Morgan Stanley
New York
|
+$9.98M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$8.75M |
| 5 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$6.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.92M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.84M |
| 3 |
EE
EWG Elevate
Roseville,
California
|
-$1.78M |
| 4 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$1.76M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.68M |
PEY Hedge Fund Activity: Q3 2022 in Review
192 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2022, worth a combined $572M — up 5% from $545M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PEY positions and 19 closed out — a net gain of 11 holders — while 75 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $22.1M. The largest seller was Advisory Services Network, cutting an estimated $2.92M.
- 192 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2022, up from 184 in Q2 2022.
- Funds reported $572M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2022, up 5% quarter-over-quarter.
- 30 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2022 and 19 closed out, a net change of +11 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2022 was Bank of America, an estimated $22.1M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2022 was Advisory Services Network, an estimated $2.92M sold.
Based on aggregated 13F filings for Q3 2022.