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Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Mindset Wealth Management
Indiana
$297K
KWA
102
Kingswood Wealth Advisors
California
$297K -$8.19K -407 -3%
SWA
103
Sax Wealth Advisors
New Jersey
$296K
FI
104
Financial Insights
Washington
$288K
JP Morgan Chase
105
JP Morgan Chase
New York
$286K -$6.78K -337 -2%
CICC
106
Capital Investment Counsel (Colorado)
Colorado
$275K -$27.4K -1,362 -9%
NAM
107
NTV Asset Management
West Virginia
$272K
CPIG
108
Chicago Partners Investment Group
Illinois
$271K +$1.97K +98 +0.8%
SFS
109
Sowell Financial Services
Arkansas
$266K +$382 +19 +0.1%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$262K +$161 +8 +0.1%
First Trust Advisors
111
First Trust Advisors
Illinois
$260K +$256K +12,732 New
CFS
112
Compass Financial Services
Iowa
$255K +$744 +37 +0.3%
CP
113
Creekside Partners
California
$253K -$52.4K -2,604 -17%
LA
114
Lifeworks Advisors
Michigan
$249K -$158K -7,867 -39%
AAS
115
Ameritas Advisory Services
Nebraska
$248K -$265K -13,179 -52%
SCA
116
Snowden Capital Advisors
New York
$245K
Citadel Advisors
117
Citadel Advisors
Florida
$244K +$240K +11,940 New
AWM
118
AE Wealth Management
Kansas
$244K +$90K +4,475 +60%
SWP
119
Stratos Wealth Partners
Ohio
$241K -$214K -10,644 -47%
GRP
120
Global Retirement Partners
California
$241K +$238K +11,808 New
DJYG
121
David J. Yvars Group
Florida
$241K
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$239K -$4.97K -247 -2%
SF
123
Synovus Financial
Georgia
$237K +$10.8K +536 +5%
CCA
124
Clearwater Capital Advisors
Illinois
$237K -$7.42K -369 -3%
BRWA
125
B. Riley Wealth Advisors
Florida
$236K +$233K +11,585 New

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.