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Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $545M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $470M → $545M (+$75M)

12% more funds holding

Funds holding: 164184 (+20)

2.99% more ownership

Funds ownership: 41.28%44.27% (+3%)

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
31
Increased
72
Reduced
27
Closed
10
Calls
$789K
Puts
Net Calls
+$789K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$530K
IFWM
77
Institute for Wealth Management
Colorado
$523K -$19.2K -894 -3%
WA
78
Wealth Alliance
New York
$523K +$29.6K +1,382 +6%
SFG
79
Sovereign Financial Group
Connecticut
$506K +$46.3K +2,158 +10%
CA
80
Cetera Advisors
Colorado
$495K +$113K +5,277 +28%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$477K
HI
82
Harbour Investments
Wisconsin
$462K +$482K +22,498 New
WAM
83
Worth Asset Management
Texas
$447K +$172 +8 +0%
PPW
84
Pasadena Private Wealth
California
$413K -$6.69K -312 -2%
JWM
85
Janiczek Wealth Management
Colorado
$400K
CIAS
86
Capital Investment Advisory Services
North Carolina
$397K +$29.6K +1,379 +8%
SFG
87
StrategIQ Financial Group
Indiana
$386K +$858 +40 +0.2%
AAS
88
Avantax Advisory Services
Texas
$383K +$61.2K +2,854 +18%
T
89
TNF
Montana
$379K
CAL
90
Capital Analysts LLC
Pennsylvania
$379K +$49.5K +2,308 +14%
CG
91
Clarus Group
Texas
$374K -$1.97K -92 -0.5%
WEG
92
World Equity Group
Illinois
$359K +$374K +17,462 New
BCM
93
Brookstone Capital Management
Illinois
$354K +$371K +17,291 New
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$346K +$429 +20 +0.1%
SBIA
95
Sheaff Brock Investment Advisors
Indiana
$345K +$43 +2 +0%
AWS
96
Atria Wealth Solutions
New York
$328K +$107 +5 +0%
BMWM
97
Brown Miller Wealth Management
Virginia
$326K +$340K +15,867 New
EA
98
Eudaimonia Advisors
Tennessee
$326K +$340K +15,871 New
Creative Planning
99
Creative Planning
Kansas
$321K -$12.5K -585 -4%
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
$321K +$335K +15,627 New

PEY Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2022, worth a combined $545M — up 16% from $470M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PEY positions and 10 closed out — a net gain of 21 holders — while 72 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $33.5M. The largest seller was Calton & Associates, cutting an estimated $1.17M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2022, up from 164 in Q1 2022.
  • Funds reported $545M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 31 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2022 and 10 closed out, a net change of +21 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2022 was Bank of America, an estimated $33.5M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2022 was Calton & Associates, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2022.