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Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M 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, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$575K +$4.91K +244 +0.9%
BWM
77
BKM Wealth Management
Wisconsin
$547K -$7.3K -363 -1%
HI
78
Harbour Investments
Wisconsin
$536K -$155K -7,691 -23%
IFWM
79
Institute for Wealth Management
Colorado
$513K
IAIM
80
International Assets Investment Management
Florida
$509K +$54.5K +2,707 +12%
CRC
81
Curi RMB Capital
Illinois
$499K
PWP
82
Precedent Wealth Partners
Texas
$489K -$250K -12,441 -34%
DAS
83
Dynamic Advisor Solutions
Arizona
$486K +$10.8K +536 +2%
SPIA
84
Steward Partners Investment Advisory
New York
$483K +$2.01K +100 +0.4%
SC
85
SouthState Corp
Florida
$449K +$30.7K +1,525 +7%
CT
86
Colonial Trust
South Carolina
$435K +$113K +5,594 +36%
CSB
87
City State Bank
Iowa
$427K
SFG
88
Sovereign Financial Group
Connecticut
$420K +$53K +2,635 +15%
Cerity Partners
89
Cerity Partners
New York
$412K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$407K -$28.2K -1,403 -7%
MWM
91
Meridian Wealth Management
Kentucky
$402K -$37.9K -1,883 -9%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$390K +$60 +3 +0%
CPRC
93
Consolidated Portfolio Review Corp
New York
$364K +$342 +17 +0.1%
Truist Financial
94
Truist Financial
North Carolina
$349K +$865 +43 +0.3%
RWM
95
Revisor Wealth Management
Ohio
$343K
KPWS
96
Kestra Private Wealth Services
Texas
$337K -$131K -6,488 -28%
WPC
97
Wedmont Private Capital
Pennsylvania
$327K
CIAS
98
Capital Investment Advisory Services
North Carolina
$321K +$101 +5 +0%
QFW
99
QTR Family Wealth
Florida
$310K
KAS
100
Kestra Advisory Services
Texas
$307K +$37.9K +1,886 +14%

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.