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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Ameritas Advisory Services
Nebraska
$542K -$10.5K -491 -2%
IFWM
77
Institute for Wealth Management
Colorado
$540K – – –
CRC
78
Curi RMB Capital
Illinois
$525K +$305K +14,228 +139%
SPIA
79
Steward Partners Investment Advisory
New York
$506K -$5.05K -235 -1%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$500K – – –
DAS
81
Dynamic Advisor Solutions
Arizona
$500K -$28K -1,303 -5%
KPWS
82
Kestra Private Wealth Services
Texas
$494K +$135K +6,304 +38%
SWP
83
Stratos Wealth Partners
Ohio
$482K +$666 +31 +0.1%
IAIM
84
International Assets Investment Management
Florida
$477K -$46.9K -2,185 -9%
MWM
85
Meridian Wealth Management
Kentucky
$464K -$2.19M -101,877 -83%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$459K +$4.64K +216 +1%
CSB
87
City State Bank
Iowa
$449K -$47.2K -2,200 -10%
SC
88
SouthState Corp
Florida
$439K +$7.52K +350 +2%
Cerity Partners
89
Cerity Partners
New York
$433K +$21 +1 +0%
LA
90
Lifeworks Advisors
Michigan
$430K -$60.8K -2,831 -12%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$410K +$43 +2 +0%
QC
92
Quadrature Capital
United Kingdom
$388K +$388K +18,077 New
SFG
93
Sovereign Financial Group
Connecticut
$385K +$1.42K +66 +0.4%
CPRC
94
Consolidated Portfolio Review Corp
New York
$382K +$322 +15 +0.1%
Truist Financial
95
Truist Financial
North Carolina
$367K -$148K -6,893 -29%
RWM
96
Revisor Wealth Management
Ohio
$343K +$343K +15,960 New
CIAS
97
Capital Investment Advisory Services
North Carolina
$338K +$81.5K +3,798 +32%
CT
98
Colonial Trust
South Carolina
$334K -$86.4K -4,057 -21%
P
99
&Partners
Tennessee
$332K -$242K -11,532 -42%
QFW
100
QTR Family Wealth
Florida
$326K +$326K +15,166 New
2 3
4
5 6