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Invesco High Yield Equity Dividend Achievers ETF

195 hedge funds and large institutions have $602M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
60
Reduced
62
Closed
14
Calls
$459K
Puts
$12K
Net Calls
+$447K
Net Calls Change
-$332K
Name Holding Trade Value Shares
Change
Shares
Change %
CAMG
126
CWA Asset Management Group
Florida
$231K
AT
127
American Trust
Kentucky
$230K +$230K +11,527 New
MG
128
Mather Group
Illinois
$221K
GRP
129
Global Retirement Partners
California
$221K +$1.63K +85 +0.7%
Vanguard Group
130
Vanguard Group
Pennsylvania
$212K +$212K +11,014 New
DIP
131
Davis Investment Partners
North Carolina
$211K
NCM
132
Novare Capital Management
North Carolina
$207K -$354K -18,395 -63%
VF
133
Virtu Financial
New York
$207K -$1.23M -64,179 -86%
TFF
134
The Family Firm
Maryland
$203K
FFN
135
Focus Financial Network
Minnesota
$202K +$1.54K +80 +0.8%
AWM
136
AE Wealth Management
Kansas
$198K +$198K +10,321 New
Bessemer Group
137
Bessemer Group
New Jersey
$173K
WAM
138
Worth Asset Management
Texas
$161K -$36.7K -1,911 -19%
Fidelity Investments
139
Fidelity Investments
Massachusetts
$139K +$40.9K +2,126 +42%
Citadel Advisors
140
Citadel Advisors
Florida
$130K +$130K +6,761 New
SWM
141
Spire Wealth Management
Virginia
$123K -$70.2K -3,654 -36%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$118K
EW
143
Element Wealth
Mississippi
$118K +$14.4K +748 +14%
PTC
144
Private Trust Company
Ohio
$112K
TSWM
145
Tyler-Stone Wealth Management
Ohio
$97K +$97K +5,050 New
BSB
146
Bangor Savings Bank
Maine
$92.5K
GWM
147
Geneos Wealth Management
Colorado
$85.5K
AA
148
AlphaMark Advisors
Kentucky
$85K
CFGS
149
Concourse Financial Group Securities
Alabama
$80.1K
IAS
150
IMA Advisory Services
Colorado
$76.9K