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Invesco High Yield Equity Dividend Achievers ETF

164 hedge funds and large institutions have $470M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $371M → $470M (+$99.7M)

6% more funds holding

Funds holding: 155164 (+9)

4.17% more ownership

Funds ownership: 37.11%41.28% (+4.2%)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
23
Closed
9
Calls
$889K
Puts
Net Calls
+$889K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$94K
HNB
127
Huntington National Bank
Ohio
$94K
GWM
128
Geneos Wealth Management
Colorado
$94K +$41.8K +1,953 +82%
IAS
129
IMA Advisory Services
Colorado
$87K
AAMA
130
Advanced Asset Management Advisors
Ohio
$68K
US Bancorp
131
US Bancorp
Minnesota
$65K -$38.9K -1,819 -38%
WB
132
West Bancorporation
Iowa
$60K
CJL
133
Cyrus J. Lawrence
New York
$48K +$47.5K +2,220 New
Simplex Trading
134
Simplex Trading
Illinois
$46K +$22.1K +1,031 +96%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$44K
GWANC
136
Guardian Wealth Advisors (North Carolina)
North Carolina
$42K
BWA
137
BDO Wealth Advisors
Florida
$40K
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$38K +$385 +18 +1%
BlackRock
139
BlackRock
New York
$30K
SWA
140
SOA Wealth Advisors
New York
$26K +$278 +13 +1%
RIM
141
Rockbridge Investment Management
New York
$25.9K
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$25K
SAM
143
Strategic Asset Management
Minnesota
$24K +$257 +12 +1%
EW
144
Element Wealth
Mississippi
$23K
ZIG
145
Zullo Investment Group
Pennsylvania
$22K
WWMSC
146
Wagner Wealth Management (South Carolina)
South Carolina
$21K
FAG
147
Fortitude Advisory Group
Washington
$18K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$17K
CFO
149
CVA Family Office
Colorado
$17K +$17.1K +798 New
AA
150
Addison Advisors
Vermont
$16K

PEY Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2022, worth a combined $470M — up 27% from $371M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEY positions and 9 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $26.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.19M.

  • 164 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2022, up from 155 in Q4 2021.
  • Funds reported $470M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 21 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2022 was Bank of America, an estimated $26.3M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.