We are live on ! Find out more
PEY icon

Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $392M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $985K

0.62% less ownership

Funds ownership: 38.82%38.2% (-0.62%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

8% less funds holding

Funds holding: 200184 (-16)

9% less capital invested

Capital invested by funds: $430M → $392M (-$38.2M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
65
Closed
27
Calls
$1.29M
Puts
$985K
Net Calls
+$302K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
51
Signature Estate & Investment Advisors
California
$914K -$52.3K -2,537 -5%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$911K -$492K -23,859 -35%
Mariner
53
Mariner
Kansas
$887K +$28.5K +1,382 +3%
AAP
54
Arax Advisory Partners
Colorado
$852K -$41 -2 -0%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$850K +$113K +5,466 +16%
PFS
56
Prospera Financial Services
Texas
$848K +$7.5K +364 +0.9%
BC
57
Barrett & Company
Rhode Island
$815K +$2.47K +120 +0.3%
KWA
58
Kingswood Wealth Advisors
California
$789K +$324K +15,721 +68%
PPW
59
Pasadena Private Wealth
California
$786K +$48.9K +2,372 +7%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$778K +$786K +38,140 New
FPB
61
First PREMIER Bank
South Dakota
$747K -$30.9K -1,500 -4%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$725K +$12K +584 +2%
OFG
63
Oxford Financial Group
Indiana
$704K
NA
64
NewEdge Advisors
Louisiana
$683K -$25.7K -1,248 -4%
AFC
65
AFT Forsyth & Company
Florida
$681K -$16.7K -811 -2%
NAS
66
NWF Advisory Services
California
$660K
BEI
67
Benjamin Edwards Inc
Missouri
$655K -$12.1K -589 -2%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$639K +$24.3K +1,178 +4%
PA
69
PFG Advisors
Arizona
$632K -$39.3K -1,909 -6%
BWM
70
BKM Wealth Management
Wisconsin
$628K +$20K +970 +3%
GI
71
GLOBALT Investments
Georgia
$628K -$8.55K -415 -1%
SC
72
SouthState Corp
Florida
$624K +$30.3K +1,469 +5%
PS
73
Principal Securities
Iowa
$623K -$100K -4,853 -14%
TRCT
74
Tower Research Capital (TRC)
New York
$620K +$190K +9,230 +44%
SC
75
Stolper & Co
Oklahoma
$617K +$11.3K +548 +2%

PEY Hedge Fund Activity: Q4 2025 in Review

184 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2025, worth a combined $392M — down 8.9% from $430M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PEY and 13 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 59 added.

The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $392M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of -14 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $12M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2025 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2025.