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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

117 hedge funds and large institutions have $251M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
33
Reduced
32
Closed
12
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.09M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77.1M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.95M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Creative Planning
Creative Planning
Kansas
+$465K
5
BAM
Belpointe Asset Management
Nevada
+$457K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.62M
3
LPL Financial
LPL Financial
California
-$810K
4
BRF
B. Riley Financial
California
-$528K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$18K – – –
SIS
102
Sound Income Strategies
Florida
$18K – – –
PA
103
Parallel Advisors
California
$17K +$161 +9 +1%
NSIM
104
North Star Investment Management
Illinois
$13K – – –
WEC
105
Winslow Evans & Crocker
Massachusetts
$12K – – –
SMFS
106
Squar Milner Financial Services
California
$10K -$14.7K -780 -60%
CFA
107
Carroll Financial Associates
North Carolina
$10K – – –
WIM
108
Westside Investment Management
California
$9.13K – – –
FCFS
109
First Command Financial Services
Texas
$9K – – –
FCB
110
First Command Bank
Texas
$9K – – –
PWAG
111
Polaris Wealth Advisory Group
California
$8K +$8K +464 New
KL
112
KWMG LLC
Kansas
$6K -$3.9K -224 -39%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
AF
114
Advisornet Financial
Minnesota
$4K – – –
GRP
115
Global Retirement Partners
California
$2K +$2K +120 New
CF
116
Centaurus Financial
California
$185 -$178K -9,617 -100%
BRF
117
B. Riley Financial
California
– -$528K -29,346 Closed
TSS
118
Two Sigma Securities
New York
– -$379K -21,509 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– -$266K -15,091 Closed
Jane Street
120
Jane Street
New York
– -$239K -13,605 Closed
AAMA
121
Advanced Asset Management Advisors
Ohio
– -$209K -11,862 Closed
AWS
122
AJ Wealth Strategies
New York
– -$184K -10,454 Closed
BCA
123
Bay Colony Advisors
Massachusetts
– -$96K -5,461 Closed
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$26K -1,465 Closed
GBBWRPM
125
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$22K -1,272 Closed
2 3 4
5
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