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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

195 hedge funds and large institutions have $420M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
54
Reduced
74
Closed
9
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K

Top Buyers

1
AF
Advisornet Financial
Minnesota
+$1.83M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$1.58M
3
GSWA
Good Steward Wealth Advisors
Tennessee
+$1.43M
4
VF
Virtu Financial
New York
+$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.02M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.04M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.93M
4
AI
Atria Investments
North Carolina
-$1.43M
5
RA
RFG Advisory
Alabama
-$855K
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
76
Harbour Investments
Wisconsin
$536K -$157K -7,691 -23%
IFWM
77
Institute for Wealth Management
Colorado
$513K – – –
IAIM
78
International Assets Investment Management
Florida
$509K +$55.3K +2,707 +12%
CRC
79
Curi RMB Capital
Illinois
$499K – – –
PWP
80
Precedent Wealth Partners
Texas
$489K -$254K -12,441 -34%
DAS
81
Dynamic Advisor Solutions
Arizona
$486K +$10.9K +536 +2%
SPIA
82
Steward Partners Investment Advisory
New York
$483K +$2.04K +100 +0.4%
SC
83
SouthState Corp
Florida
$449K +$31.1K +1,525 +7%
CT
84
Colonial Trust
South Carolina
$435K +$114K +5,594 +36%
CSB
85
City State Bank
Iowa
$427K – – –
SFG
86
Sovereign Financial Group
Connecticut
$420K +$53.8K +2,635 +15%
Cerity Partners
87
Cerity Partners
New York
$412K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$407K -$28.6K -1,403 -7%
MWM
89
Meridian Wealth Management
Kentucky
$402K -$38.4K -1,883 -9%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$390K +$61 +3 +0%
CPRC
91
Consolidated Portfolio Review Corp
New York
$364K +$347 +17 +0.1%
Truist Financial
92
Truist Financial
North Carolina
$349K +$878 +43 +0.3%
RWM
93
Revisor Wealth Management
Ohio
$343K – – –
KPWS
94
Kestra Private Wealth Services
Texas
$337K -$132K -6,488 -28%
WPC
95
Wedmont Private Capital
Pennsylvania
$327K – – –
CIAS
96
Capital Investment Advisory Services
North Carolina
$321K +$102 +5 +0%
QFW
97
QTR Family Wealth
Florida
$310K – – –
KAS
98
Kestra Advisory Services
Texas
$307K +$38.5K +1,886 +14%
MWM
99
Mindset Wealth Management
Indiana
$297K – – –
KWA
100
Kingswood Wealth Advisors
California
$297K -$8.31K -407 -3%
2 3
4
5 6