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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

192 hedge funds and large institutions have $547M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-3
Holders Change %
-1.54%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
61
Reduced
61
Closed
25
Calls
$739K
Puts
$31K
Net Calls
+$708K
Net Calls Change
+$261K

Top Buyers

1
VF
Virtu Financial
New York
$3.77M
2
AAS
Avantax Advisory Services
Texas
$3.25M
3
AI
Atria Investments
North Carolina
$3.47M
4
NA
NewEdge Advisors
Louisiana
$3.31M
5
TRCT
Tower Research Capital (TRC)
New York
$1.84M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.85M
2
Bank of America
Bank of America
North Carolina
$136M
3
ES
Eagle Strategies
New York
$1.45M
4
Ameriprise
Ameriprise
Minnesota
$27.3M
5
Morgan Stanley
Morgan Stanley
New York
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
126
Herold Advisors
New York
$237K -$5.59K -291 -2%
FHA
127
Flagship Harbor Advisors
Massachusetts
$235K +$902 +47 +0.4%
SCA
128
Snowden Capital Advisors
New York
$231K – – –
TSS
129
Two Sigma Securities
New York
$225K +$225K +11,750 New
MG
130
Mather Group
Illinois
$221K – – –
GRP
131
Global Retirement Partners
California
$214K +$167 +9 +0.1%
FFN
132
Focus Financial Network
Minnesota
$203K +$844 +44 +0.4%
TFF
133
The Family Firm
Maryland
$202K – – –
AWM
134
AE Wealth Management
Kansas
$197K -$614 -32 -0.3%
DIP
135
Davis Investment Partners
North Carolina
$196K – – –
Fidelity Investments
136
Fidelity Investments
Massachusetts
$188K +$49.3K +2,569 +36%
Bessemer Group
137
Bessemer Group
New Jersey
$173K – – –
SWM
138
Spire Wealth Management
Virginia
$123K – – –
EW
139
Element Wealth
Mississippi
$120K +$2.51K +131 +2%
PTC
140
Private Trust Company
Ohio
$120K +$7.95K +414 +7%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$117K – – –
EWA
142
EP Wealth Advisors
California
$103K +$103K +5,356 New
TSWM
143
Tyler-Stone Wealth Management
Ohio
$98K +$1.11K +58 +1%
BSB
144
Bangor Savings Bank
Maine
$92.3K – – –
NS
145
NBC Securities
Alabama
$85K +$85K +4,436 New
CFGS
146
Concourse Financial Group Securities
Alabama
$80K – – –
AAMA
147
Advanced Asset Management Advisors
Ohio
$59.7K – – –
ACA
148
Aptus Capital Advisors
Alabama
$58.2K +$154 +8 +0.3%
AA
149
AlphaMark Advisors
Kentucky
$56K -$29K -1,500 -34%
GWM
150
Geneos Wealth Management
Colorado
$48K -$37.4K -1,949 -44%
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6
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