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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
101
Creekside Partners
California
$322K +$322K +14,998 New
KWA
102
Kingswood Wealth Advisors
California
$321K +$3.07K +143 +1%
CICC
103
Capital Investment Counsel (Colorado)
Colorado
$319K -$26.9K -1,252 -8%
MWM
104
Mindset Wealth Management
Indiana
$312K – – –
SWA
105
Sax Wealth Advisors
New Jersey
$311K – – –
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$308K -$21.5K -1,002 -7%
FI
107
Financial Insights
Washington
$303K – – –
CIA
108
Capital Investment Advisors
Georgia
$299K -$94.5K -4,400 -24%
WPC
109
Wedmont Private Capital
Pennsylvania
$296K – – –
Mariner
110
Mariner
Kansas
$287K -$4.1K -191 -1%
NAM
111
NTV Asset Management
West Virginia
$286K – – –
KAS
112
Kestra Advisory Services
Texas
$282K -$150K -7,008 -35%
SFS
113
Sowell Financial Services
Arkansas
$279K +$344 +16 +0.1%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$275K -$7.19K -335 -3%
CFS
115
Compass Financial Services
Iowa
$268K +$666 +31 +0.2%
AWS
116
Atria Wealth Solutions
New York
$266K -$38.1K -1,775 -13%
SCA
117
Snowden Capital Advisors
New York
$258K – – –
CCA
118
Clearwater Capital Advisors
Illinois
$257K – – –
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$257K -$48.6K -2,265 -16%
DJYG
120
David J. Yvars Group
Florida
$251K – – –
BIG
121
Brookwood Investment Group
Arizona
$250K +$250K +11,645 New
CPIG
122
Chicago Partners Investment Group
Illinois
$249K +$2.06K +103 +0.8%
MG
123
Mather Group
Illinois
$247K – – –
HA
124
Herold Advisors
New York
$241K +$172 +8 +0.1%
SF
125
Synovus Financial
Georgia
$238K -$170K -7,911 -42%
3 4
5
6 7