PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

191 hedge funds and large institutions have $697M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 31 closing their positions.

Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
58
Reduced
64
Closed
31
Calls
$865K
Puts
$86K
Net Calls
+$779K
Net Calls Change
+$78K

Top Buyers

1
ES
1
Eagle Strategies
New York
$13.3M
2
Stifel Financial
2
Stifel Financial
Missouri
$9.85M
3
Ameriprise
3
Ameriprise
Minnesota
$37.2M
4
LPL Financial
4
LPL Financial
California
$61.4M
5
WA
5
Waverly Advisors
Alabama
$1.93M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$21.5M
2
OCM
2
One Capital Management
California
$0
3
AIA
3
Arrow Investment Advisors
Maryland
$0
4
CAN
4
Cetera Advisor Networks
California
$11.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
PFG Advisors
Arizona
$698K -$398 -20 -0.1%
AFC
77
AFT Forsyth & Company
Florida
$695K +$6.71K +337 +1%
TRCT
78
Tower Research Capital (TRC)
New York
$683K +$678K +34,017 +12,599%
PMG
79
ProVise Management Group
Florida
$646K -$1.6M -80,286 -71%
ASN
80
Advisory Services Network
Georgia
$631K +$1.61K +81 +0.3%
CA
81
Cresta Advisors
Texas
$618K +$618K +31,000 New
APWA
82
Atlas Private Wealth Advisors
New Jersey
$607K +$20.6K +1,033 +4%
IA
83
IFG Advisory
Georgia
$603K +$29.5K +1,483 +5%
CRC
84
Curi RMB Capital
Illinois
$595K – – –
SC
85
SouthState Corp
Florida
$594K – – –
SFG
86
Sovereign Financial Group
Connecticut
$584K -$33.6K -1,688 -5%
NCM
87
Novare Capital Management
North Carolina
$581K -$20.9K -1,050 -3%
SC
88
Stolper & Co
Oklahoma
$578K -$52K -2,610 -8%
BAM
89
Belpointe Asset Management
Nevada
$561K -$351K -17,632 -38%
WA
90
Wealth Alliance
New York
$536K -$56.9K -2,857 -10%
FTUS
91
Flow Traders U.S.
New York
$531K +$531K +26,663 New
RW
92
RVW Wealth
California
$521K – – –
IFWM
93
Institute for Wealth Management
Colorado
$501K -$4.98K -250 -1%
PPW
94
Pasadena Private Wealth
California
$455K -$26.3K -1,320 -5%
AAS
95
Ameritas Advisory Services
Nebraska
$455K +$2.21K +111 +0.5%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$443K +$16.5K +1,000 +4%
AAS
97
Avantax Advisory Services
Texas
$418K +$39K +1,957 +10%
CIAS
98
Capital Investment Advisory Services
North Carolina
$413K +$279 +14 +0.1%
MFG
99
MidWestOne Financial Group
Iowa
$413K +$413K +20,740 New
SFG
100
StrategIQ Financial Group
Indiana
$377K +$20.8K +1,044 +6%
2 3
4
5 6