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Invesco High Yield Equity Dividend Achievers ETF

176 hedge funds and large institutions have $375M invested in Invesco High Yield Equity Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $238K

4% less capital invested

Capital invested by funds: $392M → $375M (-$16.5M)

1.56% less ownership

Funds ownership: 38.2%36.64% (-1.6%)

4% less funds holding

Funds holding: 184176 (-8)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
68
Closed
18
Calls
$2.33M
Puts
$238K
Net Calls
+$2.09M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
101
Chicago Partners Investment Group
Illinois
$278K -$5.59K -261 -2%
CP
102
Creekside Partners
California
$267K +$236 +11 +0.1%
SCA
103
Snowden Capital Advisors
New York
$263K
DJYG
104
David J. Yvars Group
Florida
$251K
JP Morgan Chase
105
JP Morgan Chase
New York
$249K -$257K -11,995 -51%
FI
106
Financial Insights
Washington
$248K
MG
107
Mather Group
Illinois
$246K
WIA
108
World Investment Advisors
California
$242K -$10.4K -484 -4%
KWM
109
Kingsview Wealth Management
Oregon
$239K +$239K +11,172 New
SWP
110
Stratos Wealth Partners
Ohio
$227K +$11.9K +557 +6%
CCA
111
Clearwater Capital Advisors
Illinois
$226K -$2.98K -139 -1%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$226K -$232K -10,825 -51%
BIG
113
Brookwood Investment Group
Arizona
$226K +$1.35K +63 +0.6%
SAW
114
Signal Advisors Wealth
Michigan
$215K -$9.04K -422 -4%
HA
115
Herold Advisors
New York
$212K -$23.1K -1,079 -10%
OCG
116
Opus Capital Group
Ohio
$212K
PFPG
117
Pinnacle Financial Partners (Georgia)
Georgia
$208K +$208K +9,720 New
IFG
118
Independent Financial Group
California
$204K -$10K -467 -5%
KA
119
Kozak & Associates
Colorado
$124K -$59.7K -2,785 -33%
GCP
120
Gill Capital Partners
Colorado
$121K +$121K +5,665 New
CCWM
121
Cassaday & Co Wealth Management
Virginia
$115K +$115K +5,361 New
NRC
122
New Republic Capital
North Carolina
$114K -$5.34K -249 -4%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K
PTC
124
Private Trust Company
Ohio
$111K
CA
125
Clearstead Advisors
Ohio
$102K +$21 +1 +0%

PEY Hedge Fund Activity: Q1 2026 in Review

176 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2026, worth a combined $375M — down 4.2% from $392M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PEY and 14 opened new positions — a net loss of 4 holders — while 68 trimmed existing stakes and 44 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $10.1M.

  • 176 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2026, down from 184 in Q4 2025.
  • Funds reported $375M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
  • 14 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2026 and 18 closed out, a net change of -4 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2026 was Goldman Sachs, an estimated $1.96M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2026 was LPL Financial, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2026.