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Invesco High Yield Equity Dividend Achievers ETF

164 hedge funds and large institutions have $470M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $371M → $470M (+$99.7M)

6% more funds holding

Funds holding: 155164 (+9)

4.17% more ownership

Funds ownership: 37.11%41.28% (+4.2%)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
23
Closed
9
Calls
$889K
Puts
Net Calls
+$889K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
76
Janiczek Wealth Management
Colorado
$412K
CA
77
Cetera Advisors
Colorado
$411K -$72.5K -3,388 -15%
SFG
78
StrategIQ Financial Group
Indiana
$410K +$878 +41 +0.2%
T
79
TNF
Montana
$409K
CG
80
Clarus Group
Texas
$400K +$9.18K +429 +2%
CIAS
81
Capital Investment Advisory Services
North Carolina
$392K -$33.6K -1,569 -8%
SBIA
82
Sheaff Brock Investment Advisors
Indiana
$367K +$54.4K +2,542 +18%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$366K -$19K -887 -5%
Creative Planning
84
Creative Planning
Kansas
$354K +$19.3K +900 +6%
CAL
85
Capital Analysts LLC
Pennsylvania
$352K +$183K +8,544 +113%
AWS
86
Atria Wealth Solutions
New York
$348K +$342K +15,961 New
AAS
87
Avantax Advisory Services
Texas
$343K +$878 +41 +0.3%
WPC
88
Wedmont Private Capital
Pennsylvania
$336K
FPS
89
Fieldpoint Private Securities
Connecticut
$333K
Renaissance Technologies
90
Renaissance Technologies
New York
$330K +$323K +15,100 New
NAM
91
NTV Asset Management
West Virginia
$317K
CCA
92
Clearwater Capital Advisors
Illinois
$316K
IWM
93
IHT Wealth Management
Illinois
$309K -$9.65K -451 -3%
MFS
94
Madrona Financial Services
Washington
$309K
FPGK
95
Financial Partners Group (Kansas)
Kansas
$304K +$298K +13,908 New
AAS
96
Ameritas Advisory Services
Nebraska
$297K +$63.3K +2,957 +28%
FI
97
Financial Insights
Washington
$295K
EVM
98
Eaton Vance Management
Massachusetts
$273K
SPWM
99
Straight Path Wealth Management
Michigan
$272K +$2.68K +125 +1%
MIAN
100
Mariner Independent Advisor Network
Kansas
$272K +$44.8K +2,092 +20%

PEY Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2022, worth a combined $470M — up 27% from $371M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEY positions and 9 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $26.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.19M.

  • 164 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2022, up from 155 in Q4 2021.
  • Funds reported $470M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 21 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2022 was Bank of America, an estimated $26.3M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.