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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
VF
2
Virtu Financial
New York
$1.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.94M
4
AF
4
Apexium Financial
Texas
$1.16M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Apexium Financial
Texas
$1.16M +$1.16M +54,613 New
SWM
52
Sugarloaf Wealth Management
Georgia
$1.15M +$2.57K +121 +0.2%
MWM
53
MGB Wealth Management
Texas
$1.12M – – –
JIC
54
Johnson Investment Counsel
Ohio
$1.11M – – –
BEI
55
Benjamin Edwards Inc
Missouri
$1.04M -$77.3K -3,637 -7%
SEIA
56
Signature Estate & Investment Advisors
California
$1.04M -$2.91K -137 -0.3%
IWM
57
IHT Wealth Management
Illinois
$1M +$68.8K +3,238 +7%
CAM
58
Cresset Asset Management
Illinois
$994K -$988K -46,450 -50%
Comerica Bank
59
Comerica Bank
Texas
$976K +$2.02K +95 +0.2%
NA
60
NewEdge Advisors
Louisiana
$967K -$44.3K -2,084 -4%
OFG
61
Oxford Financial Group
Indiana
$934K – – –
PS
62
Principal Securities
Iowa
$871K -$13.4K -628 -2%
FPB
63
First PREMIER Bank
South Dakota
$870K -$10.1K -475 -1%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$854K +$289K +13,571 +51%
PA
65
PFG Advisors
Arizona
$841K +$22.4K +1,054 +3%
BC
66
Barrett & Company
Rhode Island
$840K +$2.25K +106 +0.3%
PWP
67
Precedent Wealth Partners
Texas
$803K +$15.8K +745 +2%
PFS
68
Prospera Financial Services
Texas
$793K +$10.8K +506 +1%
SF
69
SageOak Financial
Oklahoma
$793K +$793K +37,314 New
RA
70
RFG Advisory
Alabama
$776K +$10.1K +474 +1%
HI
71
Harbour Investments
Wisconsin
$776K -$104K -4,904 -12%
AFC
72
AFT Forsyth & Company
Florida
$732K -$5.38K -253 -0.7%
PPW
73
Pasadena Private Wealth
California
$713K +$162K +7,629 +29%
NAS
74
NWF Advisory Services
California
$678K +$678K +31,907 New
SW
75
SteelPeak Wealth
California
$670K +$670K +31,497 New
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3
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