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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

117 hedge funds and large institutions have $251M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
33
Reduced
32
Closed
12
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.09M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77.1M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.95M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Creative Planning
Creative Planning
Kansas
+$465K
5
BAM
Belpointe Asset Management
Nevada
+$457K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.62M
3
LPL Financial
LPL Financial
California
-$810K
4
BRF
B. Riley Financial
California
-$528K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K – – –
NFG
77
Next Financial Group
Texas
$122K -$293K -16,328 -71%
BC
78
Barnett & Company
Tennessee
$121K – – –
SWP
79
Stratos Wealth Partners
Ohio
$106K +$106K +5,884 New
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$99K -$17.8K -987 -15%
US Bancorp
81
US Bancorp
Minnesota
$95K – – –
PCIA
82
Prime Capital Investment Advisors
Kansas
$90K – – –
WCM
83
Wealthcare Capital Management
Virginia
$80K – – –
IAS
84
IMA Advisory Services
Colorado
$73K -$50.1K -2,800 -41%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$69K +$69K +3,857 New
GP
86
Girard Partners
Pennsylvania
$69K +$69K +3,874 New
APA
87
American Portfolios Advisors
New York
$62.8K +$62.8K +3,500 New
GWM
88
Geneos Wealth Management
Colorado
$62K – – –
CTC
89
Central Trust Company
Missouri
$60K +$60K +3,359 New
HR
90
Howe & Rusling
New York
$55K +$19.6K +1,083 +55%
FHA
91
First Horizon Advisors
Tennessee
$41K -$73.1K -4,103 -64%
ONST
92
Old North State Trust
North Carolina
$30K +$30K +1,700 New
IP
93
Intellectus Partners
California
$29K +$29K +1,600 New
SWM
94
SeaCrest Wealth Management
New York
$27K – – –
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$27K +$27K +1,500 New
AA
96
Ancora Advisors
Ohio
$27K +$27K +1,508 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$23K +$23K +1,284 New
HNB
98
Huntington National Bank
Ohio
$22K – – –
MWM
99
MinichMacGregor Wealth Management
New York
$21K – – –
JCM
100
Jacobi Capital Management
Pennsylvania
$18K -$52.1K -2,925 -74%
2 3
4
5 6