Invesco High Yield Equity Dividend Achievers ETF
129 hedge funds and large institutions have $247M invested in Invesco High Yield Equity Dividend Achievers ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 45 reducing their positions, and 9 closing their positions.
829% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $249K
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
19% more capital invested
Capital invested by funds: $207M → $247M (+$40.2M)
10% more funds holding
Funds holding: 117 → 129 (+12)
0.04% more ownership
Funds ownership: 33.54% → 33.58% (+0.04%)
24% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.29M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.03M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$928K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$811K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.46M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.44M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 5 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$1.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPWA
126
TRUE Private Wealth Advisors
Salem,
Oregon
| $1K | – | – | – |
|
|
TI
127
tru Independence
Portland,
Oregon
| $772 | +$83.5K | +5,134 | New |
|
|
WIM
128
Westside Investment Management
Santa Monica,
California
| $26 | – | – | – |
|
|
HR
129
Howe & Rusling
Rochester,
New York
| – | -$509K | -35,425 | Closed |
|
|
FTUS
130
Flow Traders U.S.
New York
| – | -$161K | -11,217 | Closed |
|
131
Stifel Financial
St. Louis,
Missouri
| – | -$152K | -10,587 | Closed |
|
132
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$151K | -10,517 | Closed |
|
|
BA
133
Bristlecone Advisors
Bellevue,
Washington
| – | -$116K | -8,110 | Closed |
|
|
FHA
134
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$79K | -5,551 | Closed |
|
|
BC
135
Barnett & Company
Chattanooga,
Tennessee
| – | -$14K | -1,000 | Closed |
|
|
NNP
136
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$11K | -800 | Closed |
|
|
PFGIA
137
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$9K | -623 | Closed |
|
PEY Hedge Fund Activity: Q4 2020 in Review
129 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2020, worth a combined $247M — up 19% from $207M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PEY positions and 9 closed out — a net gain of 14 holders — while 34 added to existing stakes and 45 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.29M. The largest seller was Morgan Stanley, cutting an estimated $2.39M.
- 129 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2020, up from 117 in Q3 2020.
- Funds reported $247M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2020, up 19% quarter-over-quarter.
- 23 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2020 and 9 closed out, a net change of +14 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2020 was Ameriprise, an estimated $1.29M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2020 was Morgan Stanley, an estimated $2.39M sold.
Based on aggregated 13F filings for Q4 2020.