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Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $392M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $985K

0.62% less ownership

Funds ownership: 38.82%38.2% (-0.62%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

8% less funds holding

Funds holding: 200184 (-16)

9% less capital invested

Capital invested by funds: $430M → $392M (-$38.2M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
65
Closed
27
Calls
$1.29M
Puts
$985K
Net Calls
+$302K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$572K -$3.96K -192 -0.7%
IAIM
77
International Assets Investment Management
Florida
$524K +$16.2K +788 +3%
IAN
78
Integrated Advisors Network
Texas
$505K -$190K -9,217 -27%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$501K +$66.4K +3,223 +15%
IFWM
80
Institute for Wealth Management
Colorado
$499K -$10.3K -500 -2%
CRC
81
Curi RMB Capital
Illinois
$498K -$41 -2 -0%
JP Morgan Chase
82
JP Morgan Chase
New York
$483K +$107K +5,185 +28%
HI
83
Harbour Investments
Wisconsin
$474K -$38.9K -1,888 -8%
PWP
84
Precedent Wealth Partners
Texas
$444K -$45K -2,182 -9%
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$443K +$132K +6,410 +43%
CT
86
Colonial Trust
South Carolina
$435K -$2.45K -119 -0.6%
CSB
87
City State Bank
Iowa
$426K
Cerity Partners
88
Cerity Partners
New York
$412K +$330 +16 +0.1%
DAS
89
Dynamic Advisor Solutions
Arizona
$407K -$10.4K -506 -2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$405K -$30.8K -1,496 -7%
SFG
91
Sovereign Financial Group
Connecticut
$401K -$2.99K -145 -0.7%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$392K +$2.64K +128 +0.7%
EPW
93
Evolve Private Wealth
California
$391K +$395K +19,169 New
MWM
94
Meridian Wealth Management
Kentucky
$374K -$10.8K -523 -3%
TAFW
95
Tred Avon Family Wealth
Maryland
$364K
Truist Financial
96
Truist Financial
North Carolina
$360K +$8.04K +390 +2%
KA
97
Kovack Advisors
Florida
$359K +$116K +5,642 +47%
RWM
98
Revisor Wealth Management
Ohio
$344K
KPWS
99
Kestra Private Wealth Services
Texas
$325K +$824 +40 +0.3%
CIAS
100
Capital Investment Advisory Services
North Carolina
$320K -$9.56K -464 -3%

PEY Hedge Fund Activity: Q4 2025 in Review

184 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2025, worth a combined $392M — down 8.9% from $430M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PEY and 13 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 59 added.

The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $392M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of -14 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $12M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2025 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2025.