PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

195 hedge funds and large institutions have $420M 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
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% 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
74
Closed
9
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K

Top Buyers

1
AF
Advisornet Financial
Minnesota
$4.04M
2
FCBT
First Citizens Bank & Trust
North Carolina
$1.58M
3
GSWA
Good Steward Wealth Advisors
Tennessee
$2.14M
4
VF
Virtu Financial
New York
$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.02M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$119M
2
HighTower Advisors
HighTower Advisors
Illinois
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$1.56M
4
AI
Atria Investments
North Carolina
$702K
5
RA
RFG Advisory
Alabama
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$234K +$234K +11,448 New
HA
127
Herold Advisors
New York
$229K +$265 +13 +0.1%
NCM
128
Novare Capital Management
North Carolina
$221K – – –
P
129
&Partners
Tennessee
$219K -$102K -5,047 -32%
TFF
130
The Family Firm
Maryland
$215K – – –
KA
131
Kovack Advisors
Florida
$214K +$214K +10,472 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$212K -$13.2K -647 -6%
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$205K +$204K +9,978 +12,168%
FWCM
134
Ferguson Wellman Capital Management
Oregon
$205K +$205K +10,051 New
OCG
135
Opus Capital Group
Ohio
$202K – – –
CPG
136
Cornerstone Planning Group
New Jersey
$197K -$14K -674 -7%
KA
137
Kozak & Associates
Colorado
$194K +$2.35K +110 +1%
AAP
138
Arax Advisory Partners
Colorado
$183K +$183K +8,943 New
EWA
139
EP Wealth Advisors
California
$141K +$34.7K +1,700 +33%
NRC
140
New Republic Capital
North Carolina
$114K – – –
CFB
141
Cullen/Frost Bankers
Texas
$111K +$1.35K +66 +1%
BA
142
Bristlecone Advisors
Washington
$110K – – –
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K – – –
CA
144
Clearstead Advisors
Ohio
$103K -$62.4K -3,056 -38%
BSB
145
Bangor Savings Bank
Maine
$98.2K – – –
CBT
146
Crews Bank & Trust
Florida
$95.7K -$51K -2,500 -35%
PTC
147
Private Trust Company
Ohio
$83.7K -$3.08K -151 -4%
NS
148
NBC Securities
Alabama
$69K -$15.4K -765 -18%
ACA
149
Aptus Capital Advisors
Alabama
$66.8K – – –
GWM
150
Geneos Wealth Management
Colorado
$51.1K -$51.1K -2,502 -50%
4 5
6
7 8