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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

154 hedge funds and large institutions have $370M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
48
Reduced
34
Closed
10
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
+$638K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$24.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$35.2M
3
BKA
3
Brick & Kyle Associates
Pennsylvania
$2.34M
4
Bank of America
4
Bank of America
North Carolina
$113M
5
AC
5
AlphaCore Capital
California
$1.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.36M
2
HI
2
Harbour Investments
Wisconsin
$330K
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
CA
4
Cetera Advisors
Colorado
$468K
5
SPIA
5
Steward Partners Investment Advisory
New York
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Calton & Associates
Florida
$345K +$19.2K +912 +6%
WPC
77
Wedmont Private Capital
Pennsylvania
$336K +$336K +15,341 New
AAS
78
Avantax Advisory Services
Texas
$331K +$25.8K +1,224 +8%
HI
79
Harbour Investments
Wisconsin
$330K -$802K -38,066 -71%
Creative Planning
80
Creative Planning
Kansas
$323K – – –
FPS
81
Fieldpoint Private Securities
Connecticut
$321K – – –
TRCT
82
Tower Research Capital (TRC)
New York
$313K -$695K -33,000 -69%
SFS
83
Sowell Financial Services
Arkansas
$309K -$15.1K -716 -5%
IWM
84
IHT Wealth Management
Illinois
$307K +$47.3K +2,248 +18%
NAM
85
NTV Asset Management
West Virginia
$306K -$21K -1,000 -6%
CCA
86
Clearwater Capital Advisors
Illinois
$305K -$11.2K -530 -4%
SBIA
87
Sheaff Brock Investment Advisors
Indiana
$300K +$42 +2 +0%
MFS
88
Madrona Financial Services
Washington
$296K – – –
FI
89
Financial Insights
Washington
$284K – – –
AWM
90
Axxcess Wealth Management
California
$280K +$280K +13,310 New
KAS
91
Kestra Advisory Services
Texas
$266K -$2.72K -129 -1%
EVM
92
Eaton Vance Management
Massachusetts
$263K – – –
KA
93
Kozak & Associates
Colorado
$262K +$3.61K +170 +1%
SPWM
94
Straight Path Wealth Management
Michigan
$260K +$260K +12,334 New
Bank of New York Mellon
95
Bank of New York Mellon
New York
$235K +$235K +11,173 New
AAS
96
Ameritas Advisory Services
Nebraska
$224K +$224K +10,627 New
SWM
97
Spire Wealth Management
Virginia
$222K +$884 +42 +0.4%
MIAN
98
Mariner Independent Advisor Network
Kansas
$220K -$25.1K -1,185 -10%
SPIA
99
Steward Partners Investment Advisory
New York
$212K -$340K -16,136 -62%
MA
100
MBA Advisors
Pennsylvania
$212K +$212K +10,070 New
2 3
4
5 6