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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

209 hedge funds and large institutions have $494M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
64
Reduced
76
Closed
15
Calls
$1.25M
Puts
$211K
Net Calls
+$1.04M
Net Calls Change
+$143K

Top Buyers

1
EW
1
Evoke Wealth
California
$6.71M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.41M
4
CICC
4
Capital Investment Counsel (Colorado)
Colorado
$6.51M
5
Wells Fargo
5
Wells Fargo
California
$27.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.5M
2
LPL Financial
2
LPL Financial
California
$38.8M
3
Ameriprise
3
Ameriprise
Minnesota
$12M
4
AC
4
AlphaCore Capital
California
$0
5
Bank of America
5
Bank of America
North Carolina
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$741K – – –
AF
77
Advisornet Financial
Minnesota
$734K -$6.09K -295 -0.8%
Qube Research & Technologies (QRT)
78
Qube Research & Technologies (QRT)
United Kingdom
$720K +$340K +16,458 +89%
AFC
79
AFT Forsyth & Company
Florida
$712K +$9.15K +443 +1%
AWM
80
Apollon Wealth Management
South Carolina
$712K +$39.2K +1,898 +6%
PFS
81
Prospera Financial Services
Texas
$678K +$7.33K +355 +1%
Jane Street
82
Jane Street
New York
$658K +$272K +13,150 +70%
RWM
83
Revisor Wealth Management
Ohio
$604K +$604K +28,920 New
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$604K -$40K -1,938 -6%
BWM
85
BKM Wealth Management
Wisconsin
$592K – – –
SWP
86
Stratos Wealth Partners
Ohio
$591K -$328K -15,907 -36%
SC
87
Stolper & Co
Oklahoma
$588K +$5.16K +250 +0.9%
PPW
88
Pasadena Private Wealth
California
$567K +$85.1K +4,121 +18%
Creative Planning
89
Creative Planning
Kansas
$558K +$76.2K +3,690 +16%
LA
90
Lifeworks Advisors
Michigan
$554K -$16.8K -812 -3%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$549K +$549K +26,584 New
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$547K -$37.5K -1,835 -6%
AAS
93
Ameritas Advisory Services
Nebraska
$524K +$524K +25,735 New
IFWM
94
Institute for Wealth Management
Colorado
$520K -$21 -1 -0%
BRWA
95
B. Riley Wealth Advisors
Florida
$519K +$61.2K +3,191 +13%
IAIM
96
International Assets Investment Management
Florida
$511K +$2.59K +127 +0.5%
CRC
97
Curi RMB Capital
Illinois
$505K -$123K -5,970 -20%
GCP
98
GSA Capital Partners
United Kingdom
$492K -$303K -14,677 -38%
KAS
99
Kestra Advisory Services
Texas
$488K +$256K +12,393 +110%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$483K +$187K +9,056 +63%
2 3
4
5 6