Invesco High Yield Equity Dividend Achievers ETF
193 hedge funds and large institutions have $698M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 31 closing their positions.
906% more call options, than puts
Call options by funds: $865K | Put options by funds: $86K
9% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 65
1.97% less ownership
Funds ownership: 49.67% → 47.69% (-2%)
6% less funds holding
Funds holding: 206 → 193 (-13)
29% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 31
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
53% less capital invested
Capital invested by funds: $1.5B → $698M (-$802M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Eagle Strategies
New York
|
+$8.11M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$7.76M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.69M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.97M |
| 5 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$9.73M |
| 2 |
OCM
One Capital Management
Westlake Village,
California
|
-$6.74M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$6.42M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$6.35M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.14M |
PEY Hedge Fund Activity: Q1 2023 in Review
193 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2023, worth a combined $698M — down 53% from $1.5B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PEY and 22 opened new positions — a net loss of 9 holders — while 65 trimmed existing stakes and 59 added.
The largest buyer was Eagle Strategies, adding an estimated $8.11M. The largest seller was Wells Fargo, cutting an estimated $9.73M.
- 193 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2023, down from 206 in Q4 2022.
- Funds reported $698M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2023, down 53% quarter-over-quarter.
- 22 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2023 and 31 closed out, a net change of -9 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2023 was Eagle Strategies, an estimated $8.11M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2023 was Wells Fargo, an estimated $9.73M sold.
Based on aggregated 13F filings for Q1 2023.