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Invesco High Yield Equity Dividend Achievers ETF

197 hedge funds and large institutions have $423M 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, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $454M → $423M (-$30.9M)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$774K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$575K
BWM
77
BKM Wealth Management
Wisconsin
$547K
HI
78
Harbour Investments
Wisconsin
$536K
IFWM
79
Institute for Wealth Management
Colorado
$513K
IAIM
80
International Assets Investment Management
Florida
$509K
CRC
81
Curi RMB Capital
Illinois
$499K
PWP
82
Precedent Wealth Partners
Texas
$489K
DAS
83
Dynamic Advisor Solutions
Arizona
$486K
SPIA
84
Steward Partners Investment Advisory
New York
$483K
SC
85
SouthState Corp
Florida
$449K
CT
86
Colonial Trust
South Carolina
$435K
CSB
87
City State Bank
Iowa
$427K
SFG
88
Sovereign Financial Group
Connecticut
$420K
Cerity Partners
89
Cerity Partners
New York
$412K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$407K
MWM
91
Meridian Wealth Management
Kentucky
$402K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$390K
CPRC
93
Consolidated Portfolio Review Corp
New York
$364K
Truist Financial
94
Truist Financial
North Carolina
$349K
RWM
95
Revisor Wealth Management
Ohio
$343K
KPWS
96
Kestra Private Wealth Services
Texas
$337K
WPC
97
Wedmont Private Capital
Pennsylvania
$327K
CIAS
98
Capital Investment Advisory Services
North Carolina
$321K
QFW
99
QTR Family Wealth
Florida
$310K
KAS
100
Kestra Advisory Services
Texas
$307K