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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

103 hedge funds and large institutions have $370M invested in Invesco High Yield Equity Dividend Achievers ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+15
Holders Change %
+17.05%
% of All Funds
2.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
25
Increased
27
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.5M
2
LPL Financial
2
LPL Financial
California
$11.9M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$2.52M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.02M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.16M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$0
2
MWM
2
Merriman Wealth Management
Washington
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.06M
4
UCFA
4
United Capital Financial Advisors
Texas
$18.8M
5
AIA
5
Arrow Investment Advisors
Maryland
$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$186K +$186K +11,005 New
Citigroup
77
Citigroup
New York
$181K +$90.6K +5,354 +100%
ACS
78
Archford Capital Strategies
Illinois
$180K -$3.02K -179 -2%
WT
79
Whittier Trust
California
$164K – – –
BC
80
Barnett & Company
Tennessee
$112K +$112K +6,600 New
AIM
81
Advantage Investment Management
Iowa
$106K +$3.35K +198 +3%
US Bancorp
82
US Bancorp
Minnesota
$85K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$82K +$82K +5,000 New
WCM
84
Wealthcare Capital Management
Virginia
$75K -$24K -1,423 -24%
CTC
85
Central Trust Company
Missouri
$68K – – –
EA
86
Edge Advisors
Georgia
$48K +$48K +2,868 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$47K – – –
AA
88
Ancora Advisors
Ohio
$43K +$43K +2,533 New
JCM
89
Jacobi Capital Management
Pennsylvania
$41K – – –
JFA
90
JNBA Financial Advisors
Minnesota
$34K +$34K +2,000 New
BlackRock
91
BlackRock
New York
$25K – – –
IP
92
Intellectus Partners
California
$20K +$20K +1,200 New
AC
93
Alexandria Capital
Virginia
$14K – – –
NSIM
94
North Star Investment Management
Illinois
$13K +$7.73K +440 +147%
HR
95
Howe & Rusling
New York
$13K +$13K +740 New
CFA
96
Carroll Financial Associates
North Carolina
$10K +$10K +610 New
FCB
97
First Command Bank
Texas
$9K +$9K +504 New
FCFS
98
First Command Financial Services
Texas
$9K +$9K +504 New
CFA
99
CT Financial Advisors
Pennsylvania
$8.45K +$85 +5 +1%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$7K +400 New
1 2 3
4
5