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Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $545M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

16% more capital invested

Capital invested by funds: $470M → $545M (+$75M)

12% more funds holding

Funds holding: 164184 (+20)

2.99% more ownership

Funds ownership: 41.28%44.27% (+3%)

Holders
184
Holders Change
+20
Holders Change %
+12.2%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
31
Increased
72
Reduced
27
Closed
10
Calls
$789K
Puts
Net Calls
+$789K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
101
Wedmont Private Capital
Pennsylvania
$315K
MIAN
102
Mariner Independent Advisor Network
Kansas
$304K +$48.8K +2,276 +18%
SCA
103
Snowden Capital Advisors
New York
$303K +$317K +14,764 New
CA
104
Calton & Associates
Florida
$301K -$1.17M -54,529 -79%
NAM
105
NTV Asset Management
West Virginia
$299K
CCA
106
Clearwater Capital Advisors
Illinois
$298K
AAS
107
Ameritas Advisory Services
Nebraska
$294K +$15.1K +706 +5%
IWM
108
IHT Wealth Management
Illinois
$291K +$1.01K +47 +0.3%
MFS
109
Madrona Financial Services
Washington
$289K
FPGK
110
Financial Partners Group (Kansas)
Kansas
$286K
FI
111
Financial Insights
Washington
$282K +$4.85K +226 +2%
HA
112
Herold Advisors
New York
$275K +$45.2K +2,108 +19%
PFO
113
Pathstone Family Office
New Jersey
$257K +$268K +12,500 New
SPWM
114
Straight Path Wealth Management
Michigan
$256K +$129 +6 +0%
KA
115
Kozak & Associates
Colorado
$256K +$2.57K +120 +1%
IA
116
IFG Advisory
Georgia
$254K +$265K +12,375 New
CAMG
117
CWA Asset Management Group
Florida
$247K +$258K +12,016 New
APWA
118
Atlas Private Wealth Advisors
New Jersey
$239K +$249K +11,628 New
APA
119
American Portfolios Advisors
New York
$239K +$36.8K +1,715 +17%
ACA
120
Atlas Capital Advisors
Wyoming
$237K +$247K +11,537 New
MG
121
Mather Group
Illinois
$236K
MA
122
MBA Advisors
Pennsylvania
$231K
GRP
123
Global Retirement Partners
California
$224K +$1.37K +64 +0.6%
SWM
124
Spire Wealth Management
Virginia
$215K +$8.45K +394 +4%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$209K -$3.41K -159 -2%

PEY Hedge Fund Activity: Q2 2022 in Review

184 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2022, worth a combined $545M — up 16% from $470M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PEY positions and 10 closed out — a net gain of 21 holders — while 72 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $33.5M. The largest seller was Calton & Associates, cutting an estimated $1.17M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2022, up from 164 in Q1 2022.
  • Funds reported $545M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2022, up 16% quarter-over-quarter.
  • 31 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2022 and 10 closed out, a net change of +21 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2022 was Bank of America, an estimated $33.5M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2022 was Calton & Associates, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2022.