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Invesco High Yield Equity Dividend Achievers ETF
PEY

191 hedge funds and large institutions have $483M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $237K

9% more capital invested

Capital invested by funds: $442M → $483M (+$41.5M)

0.1% more ownership

Funds ownership: 38.65% → 38.75% (+0.1%)

6% less funds holding

Funds holding: 203 → 191 (-12)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
191
Holders Change
-12
Holders Change %
-5.91%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
61
Reduced
71
Closed
19
Calls
$1.29M
Puts
$237K
Net Calls
+$1.05M
Net Calls Change
+$459K

Top Buyers

1
EW
Evoke Wealth
California
+$3.32M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
3
SA
Sanctuary Advisors
Indiana
+$1.28M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.15M
5
BEI
Benjamin Edwards Inc
Missouri
+$1.11M

Top Sellers

1
VF
Virtu Financial
New York
-$3.43M
2
Jane Street
Jane Street
New York
-$1.74M
3
Bank of America
Bank of America
North Carolina
-$1.65M
4
UBS Group
UBS Group
Switzerland
-$1.16M
5
HighTower Advisors
HighTower Advisors
Illinois
-$911K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$1.31M -$762K -36,125 -38%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$1.29M +$37.7K +1,786 +3%
BPA
53
Beacon Pointe Advisors
California
$1.28M -$34.4K -1,634 -3%
Stifel Financial
54
Stifel Financial
Missouri
$1.27M +$397K +18,823 +48%
SWM
55
Sugarloaf Wealth Management
Georgia
$1.18M +$2.45K +116 +0.2%
BEI
56
Benjamin Edwards Inc
Missouri
$1.16M +$1.11M +52,747 New
MWM
57
MGB Wealth Management
Texas
$1.15M – – –
JIC
58
Johnson Investment Counsel
Ohio
$1.14M – – –
SEIA
59
Signature Estate & Investment Advisors
California
$1.08M +$63 +3 +0%
NA
60
NewEdge Advisors
Louisiana
$1.04M -$172K -8,150 -15%
Comerica Bank
61
Comerica Bank
Texas
$1M -$9.72K -461 -1%
IWM
62
IHT Wealth Management
Illinois
$963K +$203K +9,648 +28%
OFG
63
Oxford Financial Group
Indiana
$963K – – –
PS
64
Principal Securities
Iowa
$912K -$43.9K -2,081 -5%
FPB
65
First PREMIER Bank
South Dakota
$908K -$32.3K -1,532 -4%
HI
66
Harbour Investments
Wisconsin
$908K -$54K -2,563 -6%
BC
67
Barrett & Company
Rhode Island
$865K +$2.34K +111 +0.3%
PA
68
PFG Advisors
Arizona
$844K +$14.3K +676 +2%
PWP
69
Precedent Wealth Partners
Texas
$812K +$491K +23,276 +169%
PFS
70
Prospera Financial Services
Texas
$807K +$19.6K +932 +3%
RA
71
RFG Advisory
Alabama
$790K -$51.7K -2,450 -6%
AFC
72
AFT Forsyth & Company
Florida
$760K +$1.81K +86 +0.2%
AWM
73
Apollon Wealth Management
South Carolina
$760K +$5.88K +279 +0.8%
NAS
74
NWF Advisory Services
California
$700K – – –
Citadel Advisors
75
Citadel Advisors
Florida
$641K +$329K +15,612 +114%
1 2
3
4 5

PEY Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2024, worth a combined $483M — up 9.4% from $442M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PEY and 10 opened new positions — a net loss of 9 holders — while 71 trimmed existing stakes and 61 added.

The largest buyer was Evoke Wealth, adding an estimated $3.32M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.43M sold.

  • 191 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2024, down from 203 in Q2 2024.
  • Funds reported $483M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 10 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2024 and 19 closed out, a net change of -9 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2024 was Evoke Wealth, an estimated $3.32M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2024 was Virtu Financial, an estimated $3.43M sold.

Based on aggregated 13F filings for Q3 2024.