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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

154 hedge funds and large institutions have $370M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+11
Holders Change %
+7.69%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
48
Reduced
34
Closed
10
Calls
$638K
Puts
–
Net Calls
+$638K
Net Calls Change
+$638K

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$24.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$35.2M
3
BKA
3
Brick & Kyle Associates
Pennsylvania
$2.34M
4
Bank of America
4
Bank of America
North Carolina
$113M
5
AC
5
AlphaCore Capital
California
$1.94M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.36M
2
HI
2
Harbour Investments
Wisconsin
$330K
3
TRCT
3
Tower Research Capital (TRC)
New York
$313K
4
CA
4
Cetera Advisors
Colorado
$468K
5
SPIA
5
Steward Partners Investment Advisory
New York
$212K
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
101
Opus Capital Group
Ohio
$209K +$209K +9,920 New
JPLA
102
Joseph P. Lucia & Associates
New York
$204K – – –
WT
103
Whittier Trust
California
$204K – – –
Bessemer Group
104
Bessemer Group
New Jersey
$190K – – –
MA
105
MUFG Americas
New York
$167K – – –
CAL
106
Capital Analysts LLC
Pennsylvania
$160K +$51.2K +2,429 +47%
JEST
107
JTC Employer Solutions Trustee
Jersey
$154K – – –
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121K – – –
Fidelity Investments
109
Fidelity Investments
Massachusetts
$114K +$11.1K +524 +11%
US Bancorp
110
US Bancorp
Minnesota
$101K – – –
TSWM
111
Tyler-Stone Wealth Management
Ohio
$101K +$101K +4,776 New
SCA
112
Snowden Capital Advisors
New York
$101K +$101K +4,813 New
CSB
113
City State Bank
Iowa
$93K +$93K +4,400 New
HNB
114
Huntington National Bank
Ohio
$91K – – –
CFGS
115
Concourse Financial Group Securities
Alabama
$91K – – –
IAS
116
IMA Advisory Services
Colorado
$84K – – –
AAMA
117
Advanced Asset Management Advisors
Ohio
$66K – – –
WB
118
West Bancorporation
Iowa
$58K +$58K +2,750 New
APA
119
American Portfolios Advisors
New York
$57.7K -$10.2K -485 -15%
GWM
120
Geneos Wealth Management
Colorado
$50K +$63 +3 +0.1%
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$42K – – –
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$42K +$42K +2,017 New
GWANC
123
Guardian Wealth Advisors (North Carolina)
North Carolina
$40K +$40K +1,910 New
BWA
124
BDO Wealth Advisors
Florida
$39K – – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$36K +$360 +17 +1%
3 4
5
6 7