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Invesco High Yield Equity Dividend Achievers ETF

197 hedge funds and large institutions have $421M 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, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $452M → $421M (-$31.2M)

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$774K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
101
Kingswood Wealth Advisors
California
$297K
SWA
102
Sax Wealth Advisors
New Jersey
$296K
FI
103
Financial Insights
Washington
$288K
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$286K
CICC
105
Capital Investment Counsel (Colorado)
Colorado
$275K
NAM
106
NTV Asset Management
West Virginia
$272K
CPIG
107
Chicago Partners Investment Group
Illinois
$271K
SFS
108
Sowell Financial Services
Arkansas
$266K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$262K
First Trust Advisors
110
First Trust Advisors
Illinois
$260K
CFS
111
Compass Financial Services
Iowa
$255K
CP
112
Creekside Partners
California
$253K
LA
113
Lifeworks Advisors
Michigan
$249K
AAS
114
Ameritas Advisory Services
Nebraska
$248K
SCA
115
Snowden Capital Advisors
New York
$245K
Citadel Advisors
116
Citadel Advisors
Florida
$244K
AWM
117
AE Wealth Management
Kansas
$244K
SWP
118
Stratos Wealth Partners
Ohio
$241K
GRP
119
Global Retirement Partners
California
$241K
DJYG
120
David J. Yvars Group
Florida
$241K
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$239K
SF
122
Synovus Financial
Georgia
$237K
CCA
123
Clearwater Capital Advisors
Illinois
$237K
BRWA
124
B. Riley Wealth Advisors
Florida
$236K
BIG
125
Brookwood Investment Group
Arizona
$235K