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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
VF
2
Virtu Financial
New York
$1.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.94M
4
AF
4
Apexium Financial
Texas
$1.16M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
Sovereign Financial Group
Connecticut
$380K -$27.4K -1,287 -7%
CA
102
CoreCap Advisors
Michigan
$378K +$79K +3,716 +26%
CPRC
103
Consolidated Portfolio Review Corp
New York
$378K +$319 +15 +0.1%
KPWS
104
Kestra Private Wealth Services
Texas
$355K +$5.29K +249 +2%
CICC
105
Capital Investment Counsel (Colorado)
Colorado
$342K -$7.24M -340,525 -95%
IA
106
IFG Advisory
Georgia
$333K -$7.4K -348 -2%
JPMorgan Chase & Co
107
JPMorgan Chase & Co
New York
$327K +$54.2K +2,548 +20%
BW
108
Bison Wealth
Georgia
$322K – – –
WPC
109
Wedmont Private Capital
Pennsylvania
$319K – – –
KWA
110
Kingswood Wealth Advisors
California
$315K -$299K -14,068 -49%
MWM
111
Mindset Wealth Management
Indiana
$309K – – –
SWA
112
Sax Wealth Advisors
New Jersey
$308K – – –
TRCT
113
Tower Research Capital (TRC)
New York
$303K -$965K -45,387 -76%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$302K +$74.4K +3,501 +33%
AWS
115
Atria Wealth Solutions
New York
$301K -$263K -12,349 -47%
FI
116
Financial Insights
Washington
$300K – – –
Mariner
117
Mariner
Kansas
$288K -$6.91K -325 -2%
NAM
118
NTV Asset Management
West Virginia
$284K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$280K -$22.5K -1,058 -7%
SFS
120
Sowell Financial Services
Arkansas
$276K +$383 +18 +0.1%
CFS
121
Compass Financial Services
Iowa
$264K +$264K +12,428 New
CPIG
122
Chicago Partners Investment Group
Illinois
$260K +$2.69K +128 +1%
SCA
123
Snowden Capital Advisors
New York
$255K – – –
CCA
124
Clearwater Capital Advisors
Illinois
$254K – – –
CIAS
125
Capital Investment Advisory Services
North Carolina
$254K -$38.6K -1,817 -13%
3 4
5
6 7