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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
VF
2
Virtu Financial
New York
$1.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.94M
4
AF
4
Apexium Financial
Texas
$1.16M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
76
GeoWealth Management
Illinois
$625K +$105K +4,930 +20%
SC
77
Stolper & Co
Oklahoma
$608K -$6.32K -297 -1%
BWM
78
BKM Wealth Management
Wisconsin
$587K +$32.1K +1,512 +6%
P
79
&Partners
Tennessee
$583K -$21.2K -996 -4%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$562K – – –
AAS
81
Ameritas Advisory Services
Nebraska
$549K +$283K +13,290 +106%
IFWM
82
Institute for Wealth Management
Colorado
$535K -$298 -14 -0.1%
DAS
83
Dynamic Advisor Solutions
Arizona
$523K -$4.8M -225,935 -90%
IAIM
84
International Assets Investment Management
Florida
$517K +$517K +24,401 New
Creative Planning
85
Creative Planning
Kansas
$510K -$21.6K -1,017 -4%
Truist Financial
86
Truist Financial
North Carolina
$510K +$13.5K +634 +3%
SPIA
87
Steward Partners Investment Advisory
New York
$506K +$35.1K +1,650 +7%
CSB
88
City State Bank
Iowa
$491K -$30K -1,411 -6%
LA
89
Lifeworks Advisors
Michigan
$486K – – –
SWP
90
Stratos Wealth Partners
Ohio
$477K -$3.27K -154 -0.7%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$449K -$15.3K -720 -3%
BRWA
92
B. Riley Wealth Advisors
Florida
$444K -$68.8K -3,235 -13%
Cerity Partners
93
Cerity Partners
New York
$429K +$429K +20,189 New
KAS
94
Kestra Advisory Services
Texas
$428K -$3.55K -167 -0.8%
SC
95
SouthState Corp
Florida
$428K – – –
CT
96
Colonial Trust
South Carolina
$418K -$4.95K -234 -1%
NRC
97
New Republic Capital
North Carolina
$412K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$406K +$369K +17,365 +1,010%
SF
99
Synovus Financial
Georgia
$404K -$1.57K -74 -0.4%
CIA
100
Capital Investment Advisors
Georgia
$390K +$25.5K +1,200 +7%
2 3
4
5 6