PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
51
Johnson Investment Counsel
Ohio
$1.12M – – –
SEIA
52
Signature Estate & Investment Advisors
California
$1.06M +$6.23K +290 +0.6%
BEI
53
Benjamin Edwards Inc
Missouri
$1.03M -$22.4K -1,041 -2%
CAM
54
Cresset Asset Management
Illinois
$1M – – –
NA
55
NewEdge Advisors
Louisiana
$954K -$22.1K -1,028 -2%
PS
56
Principal Securities
Iowa
$871K – – –
FPB
57
First PREMIER Bank
South Dakota
$857K -$22.7K -1,055 -3%
RA
58
RFG Advisory
Alabama
$855K +$71K +3,308 +9%
BC
59
Barrett & Company
Rhode Island
$851K +$2.08K +97 +0.2%
OFG
60
Oxford Financial Group
Indiana
$818K -$125K -5,814 -13%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$807K -$54.6K -2,544 -6%
AA
62
Armis Advisers
Georgia
$804K +$804K +40,530 New
PFS
63
Prospera Financial Services
Texas
$803K +$1.95K +91 +0.2%
PWP
64
Precedent Wealth Partners
Texas
$782K -$29.2K -1,359 -4%
GI
65
GLOBALT Investments
Georgia
$781K -$1.1M -51,299 -59%
PA
66
PFG Advisors
Arizona
$767K -$82.5K -3,841 -10%
GSWA
67
Good Steward Wealth Advisors
Tennessee
$751K +$751K +34,965 New
AFC
68
AFT Forsyth & Company
Florida
$740K +$1.72K +80 +0.2%
HI
69
Harbour Investments
Wisconsin
$729K -$54.9K -2,559 -7%
PPW
70
Pasadena Private Wealth
California
$706K -$14.2K -660 -2%
TRCT
71
Tower Research Capital (TRC)
New York
$698K +$392K +18,273 +128%
NAS
72
NWF Advisory Services
California
$695K +$9.7K +452 +1%
SC
73
Stolper & Co
Oklahoma
$620K +$5.99K +279 +1%
Creative Planning
74
Creative Planning
Kansas
$599K +$83.7K +3,897 +16%
BWM
75
BKM Wealth Management
Wisconsin
$583K -$9.38K -437 -2%
1 2
3
4 5