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Invesco High Yield Equity Dividend Achievers ETF

164 hedge funds and large institutions have $470M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $371M → $470M (+$99.7M)

6% more funds holding

Funds holding: 155164 (+9)

4.17% more ownership

Funds ownership: 37.11%41.28% (+4.2%)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
23
Closed
9
Calls
$889K
Puts
Net Calls
+$889K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
KA
101
Kozak & Associates
Colorado
$262K
MCC
102
Money Concepts Capital
Florida
$261K +$219K +10,248 +603%
MG
103
Mather Group
Illinois
$251K +$246K +11,496 New
HA
104
Herold Advisors
New York
$247K +$242K +11,300 New
MA
105
MBA Advisors
Pennsylvania
$245K +$25.2K +1,175 +12%
KAS
106
Kestra Advisory Services
Texas
$240K -$34.8K -1,627 -13%
GRP
107
Global Retirement Partners
California
$234K +$232K +10,815 New
Bank of New York Mellon
108
Bank of New York Mellon
New York
$226K -$17.6K -821 -7%
SWM
109
Spire Wealth Management
Virginia
$217K -$10.5K -489 -5%
OCG
110
Opus Capital Group
Ohio
$217K
APA
111
American Portfolios Advisors
New York
$216K +$153K +7,170 +262%
JPLA
112
Joseph P. Lucia & Associates
New York
$212K
WT
113
Whittier Trust
California
$212K
Bessemer Group
114
Bessemer Group
New Jersey
$196K
MA
115
MUFG Americas
New York
$173K
JEST
116
JTC Employer Solutions Trustee
Jersey
$160K
EWA
117
EP Wealth Advisors
California
$158K +$155K +7,236 New
AA
118
AlphaMark Advisors
Kentucky
$145K -$316K -14,743 -69%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$139K +$20.4K +953 +18%
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K
CT
121
Caldwell Trust
Florida
$122K
ACA
122
Aptus Capital Advisors
Alabama
$117K +$115K +5,367 New
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$106K +$60.4K +2,821 +140%
TSWM
124
Tyler-Stone Wealth Management
Ohio
$105K +$1.03K +48 +1%
CSB
125
City State Bank
Iowa
$96K

PEY Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2022, worth a combined $470M — up 27% from $371M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEY positions and 9 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $26.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.19M.

  • 164 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2022, up from 155 in Q4 2021.
  • Funds reported $470M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 21 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2022 was Bank of America, an estimated $26.3M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.