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Invesco High Yield Equity Dividend Achievers ETF

176 hedge funds and large institutions have $375M invested in Invesco High Yield Equity Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $238K

4% less capital invested

Capital invested by funds: $392M → $375M (-$16.5M)

1.56% less ownership

Funds ownership: 38.2%36.64% (-1.6%)

4% less funds holding

Funds holding: 184176 (-8)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
68
Closed
18
Calls
$2.33M
Puts
$238K
Net Calls
+$2.09M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
76
Curi RMB Capital
Illinois
$524K
CT
77
Colonial Trust
South Carolina
$445K -$4.95K -231 -1%
SFG
78
Sovereign Financial Group
Connecticut
$433K +$11.3K +526 +3%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$412K +$64 +3 +0%
Cerity Partners
80
Cerity Partners
New York
$411K -$21.7K -1,013 -5%
EPW
81
Evolve Private Wealth
California
$411K
WPC
82
Wedmont Private Capital
Pennsylvania
$406K +$76.8K +3,582 +23%
Truist Financial
83
Truist Financial
North Carolina
$405K +$26.6K +1,240 +7%
TAFW
84
Tred Avon Family Wealth
Maryland
$382K
MWM
85
Meridian Wealth Management
Kentucky
$370K -$22.6K -1,055 -6%
DAS
86
Dynamic Advisor Solutions
Arizona
$365K -$62.4K -2,909 -15%
KA
87
Kovack Advisors
Florida
$349K -$27.5K -1,282 -7%
RWM
88
Revisor Wealth Management
Ohio
$342K
CIAS
89
Capital Investment Advisory Services
North Carolina
$336K +$86 +4 +0%
PWP
90
Precedent Wealth Partners
Texas
$326K -$141K -6,576 -30%
SPIA
91
Steward Partners Investment Advisory
New York
$322K
IAN
92
Integrated Advisors Network
Texas
$314K -$217K -10,117 -41%
KPWS
93
Kestra Private Wealth Services
Texas
$312K -$29.3K -1,365 -9%
MWM
94
Mindset Wealth Management
Indiana
$312K
CFB
95
Cullen/Frost Bankers
Texas
$306K +$76.8K +3,582 +33%
KAS
96
Kestra Advisory Services
Texas
$305K +$96.8K +4,515 +46%
SWA
97
Sax Wealth Advisors
New Jersey
$296K
LWM
98
Lifetime Wealth Management
Texas
$288K -$4.61K -215 -2%
SFS
99
Sowell Financial Services
Arkansas
$280K +$386 +18 +0.1%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$279K +$17.1K +798 +7%

PEY Hedge Fund Activity: Q1 2026 in Review

176 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2026, worth a combined $375M — down 4.2% from $392M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PEY and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 44 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $10.1M.

  • 176 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2026, down from 184 in Q4 2025.
  • Funds reported $375M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 14 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2026 and 18 closed out, a net change of -4 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2026 was Goldman Sachs, an estimated $1.96M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2026 was LPL Financial, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2026.