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Invesco High Yield Equity Dividend Achievers ETF

191 hedge funds and large institutions have $697M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
58
Reduced
64
Closed
31
Calls
$865K
Puts
$86K
Net Calls
+$779K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
126
Straight Path Wealth Management
Michigan
$256K +$2.63K +132 +1%
MFS
127
Madrona Financial Services
Washington
$255K
FHA
128
Flagship Harbor Advisors
Massachusetts
$250K -$780K -39,133 -76%
Cerity Partners
129
Cerity Partners
New York
$248K +$248K +12,498 New
CCA
130
Clearwater Capital Advisors
Illinois
$248K -$21.3K -1,068 -8%
MA
131
MBA Advisors
Pennsylvania
$244K +$4.24K +213 +2%
CAMG
132
CWA Asset Management Group
Florida
$239K
MG
133
Mather Group
Illinois
$229K
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$222K -$571K -28,664 -72%
GRP
135
Global Retirement Partners
California
$221K +$5.27K +272 +2%
TFF
136
The Family Firm
Maryland
$210K
FFN
137
Focus Financial Network
Minnesota
$208K -$14.5K -729 -7%
DIP
138
Davis Investment Partners
North Carolina
$208K
WAM
139
Worth Asset Management
Texas
$205K -$112K -5,633 -35%
SIM
140
Seaview Investment Managers
Florida
$204K +$204K +10,222 New
SWM
141
Spire Wealth Management
Virginia
$201K +$757 +38 +0.4%
Bessemer Group
142
Bessemer Group
New Jersey
$179K
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K -$3.59K -180 -3%
PTC
144
Private Trust Company
Ohio
$116K -$17K -851 -13%
Simplex Trading
145
Simplex Trading
Illinois
$108K +$107K +5,389 +10,998%
BA
146
Bristlecone Advisors
Washington
$108K +$108K +5,405 New
EW
147
Element Wealth
Mississippi
$107K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$102K +$3.15K +158 +3%
BSB
149
Bangor Savings Bank
Maine
$95.8K +$95.8K +4,811 New
GWM
150
Geneos Wealth Management
Colorado
$88.7K