We are live on ! Find out more
PEY icon

Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $392M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $985K

0.62% less ownership

Funds ownership: 38.82%38.2% (-0.62%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

8% less funds holding

Funds holding: 200184 (-16)

9% less capital invested

Capital invested by funds: $430M → $392M (-$38.2M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
65
Closed
27
Calls
$1.29M
Puts
$985K
Net Calls
+$302K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
101
Wedmont Private Capital
Pennsylvania
$318K -$1.71K -83 -0.5%
SPIA
102
Steward Partners Investment Advisory
New York
$307K -$152K -7,383 -33%
MWM
103
Mindset Wealth Management
Indiana
$297K
SWA
104
Sax Wealth Advisors
New Jersey
$296K
LWM
105
Lifetime Wealth Management
Texas
$278K +$281K +13,643 New
CPIG
106
Chicago Partners Investment Group
Illinois
$275K +$2.88K +140 +1%
SFS
107
Sowell Financial Services
Arkansas
$266K +$433 +21 +0.2%
CP
108
Creekside Partners
California
$253K +$392 +19 +0.2%
SCA
109
Snowden Capital Advisors
New York
$250K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$249K +$1.69K +82 +0.7%
DJYG
111
David J. Yvars Group
Florida
$242K
WIA
112
World Investment Advisors
California
$240K +$243K +11,780 New
FI
113
Financial Insights
Washington
$236K -$30.9K -1,500 -11%
MG
114
Mather Group
Illinois
$234K
HA
115
Herold Advisors
New York
$224K -$35.8K -1,737 -14%
LA
116
Lifeworks Advisors
Michigan
$222K -$26.2K -1,270 -10%
CCA
117
Clearwater Capital Advisors
Illinois
$218K -$4.66K -226 -2%
CFB
118
Cullen/Frost Bankers
Texas
$218K +$89.1K +4,323 +68%
NAM
119
NTV Asset Management
West Virginia
$214K -$38.1K -1,850 -15%
BIG
120
Brookwood Investment Group
Arizona
$214K -$11K -533 -5%
SAW
121
Signal Advisors Wealth
Michigan
$214K +$216K +10,476 New
SWP
122
Stratos Wealth Partners
Ohio
$205K -$33.7K -1,636 -14%
IFG
123
Independent Financial Group
California
$204K -$25.2K -1,224 -11%
OCG
124
Opus Capital Group
Ohio
$202K
FTUS
125
Flow Traders U.S.
New York
$202K +$204K +9,905 New

PEY Hedge Fund Activity: Q4 2025 in Review

184 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2025, worth a combined $392M — down 8.9% from $430M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PEY and 13 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 59 added.

The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $392M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of -14 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $12M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2025 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2025.