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Invesco High Yield Equity Dividend Achievers ETF

209 hedge funds and large institutions have $494M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
64
Reduced
76
Closed
15
Calls
$1.25M
Puts
$211K
Net Calls
+$1.04M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
126
Kingswood Wealth Advisors
California
$293K -$2.52K -122 -0.9%
CIAS
127
Capital Investment Advisory Services
North Carolina
$287K -$85.5K -4,141 -23%
BCI
128
Brinker Capital Investments
Pennsylvania
$282K
OPS
129
Orion Portfolio Solutions
Nebraska
$282K
KA
130
Kozak & Associates
Colorado
$281K +$4.32K +209 +2%
FI
131
Financial Insights
Washington
$281K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$278K -$40.2K -1,947 -13%
NAM
133
NTV Asset Management
West Virginia
$275K -$20.7K -1,000 -7%
HA
134
Herold Advisors
New York
$270K +$10.5K +509 +4%
SFS
135
Sowell Financial Services
Arkansas
$267K +$371 +18 +0.1%
CAMG
136
CWA Asset Management Group
Florida
$248K
SCA
137
Snowden Capital Advisors
New York
$248K -$207 -10 -0.1%
CCA
138
Clearwater Capital Advisors
Illinois
$247K -$8.26K -400 -3%
CPG
139
Cornerstone Planning Group
New Jersey
$244K -$56.2K -2,795 -19%
CL
140
Choreo LLC
Illinois
$244K +$2.46K +119 +1%
MG
141
Mather Group
Illinois
$243K
DJYG
142
David J. Yvars Group
Florida
$242K
CPIG
143
Chicago Partners Investment Group
Illinois
$241K -$1.85K -92 -0.8%
GRP
144
Global Retirement Partners
California
$241K -$3.3K -160 -1%
TFF
145
The Family Firm
Maryland
$218K
NCM
146
Novare Capital Management
North Carolina
$217K +$217K +10,518 New
MFS
147
Madrona Financial Services
Washington
$213K
OCG
148
Opus Capital Group
Ohio
$205K
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K +$30.1K +1,460 +24%
SWM
150
Spire Wealth Management
Virginia
$153K -$20.2K -977 -12%