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Invesco High Yield Equity Dividend Achievers ETF

138 hedge funds and large institutions have $339M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 62 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 26

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

16% more capital invested

Capital invested by funds: $293M → $339M (+$46M)

4% more funds holding

Funds holding: 133138 (+5)

1.41% more ownership

Funds ownership: 32.94%34.35% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
62
Reduced
26
Closed
11
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
126
FormulaFolio Investments
Michigan
$13K
William Blair & Company
127
William Blair & Company
Illinois
$13K +$13.6K +650 New
APA
128
American Portfolios Advisors
New York
$10K -$3.69K -176 -27%
CFA
129
Carroll Financial Associates
North Carolina
$10K
AWA
130
Arkadios Wealth Advisors
Georgia
$10K +$6.28K +300 +153%
CWA
131
Clearview Wealth Advisors
Oregon
$7K +$42 +2 +0.6%
KFI
132
Key Financial Inc
Pennsylvania
$5K
CWC
133
Carolinas Wealth Consulting
North Carolina
$5K +$42 +2 +0.9%
JFA
134
JNBA Financial Advisors
Minnesota
$3K +$2.93K +140 New
TWA
135
TCI Wealth Advisors
Arizona
$2K +$2.09K +100 New
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$1K -$1.07K -51 -51%
WIM
137
Westside Investment Management
California
$31
FAIM
138
Financial Advocates Investment Management
Washington
-$428K -21,160 Closed
BRWM
139
B. Riley Wealth Management
Tennessee
-$421K -20,800 Closed
CA
140
Calton & Associates
Florida
-$281K -13,889 Closed
AIC
141
Ameritas Investment Company
Nebraska
-$73.8K -3,644 Closed
Deutsche Bank
142
Deutsche Bank
Germany
-$62.2K -2,971 -99%
WCM
143
Wealthcare Capital Management
Virginia
-$35K -1,718 Closed
CAC
144
Certified Advisory Corp
Florida
-$23K -1,129 Closed
EP
145
Eudaimonia Partners
Tennessee
-$5K -226 Closed
Barclays
146
Barclays
United Kingdom
-$1K -33 Closed

PEY Hedge Fund Activity: Q2 2021 in Review

138 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2021, worth a combined $339M — up 16% from $293M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PEY positions and 11 closed out — a net gain of 6 holders — while 62 added to existing stakes and 26 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $16.6M. The largest seller was Creative Planning, cutting an estimated $880K.

  • 138 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2021, up from 133 in Q1 2021.
  • Funds reported $339M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 17 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2021 and 11 closed out, a net change of +6 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2021 was Cetera Advisor Networks, an estimated $16.6M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2021 was Creative Planning, an estimated $880K sold.

Based on aggregated 13F filings for Q2 2021.