PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

Overview Fund Activity

188 hedge funds and large institutions have $482M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-12
Holders Change %
-6%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
61
Reduced
70
Closed
19
Calls
$1.29M
Puts
$237K
Net Calls
+$1.05M
Net Calls Change
+$459K

Top Buyers

1
EW
Evoke Wealth
California
$3.76M
2
Two Sigma Investments
Two Sigma Investments
New York
$2.94M
3
SA
Sanctuary Advisors
Indiana
$5.31M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$8.32M
5
BEI
Benjamin Edwards Inc
Missouri
$1.16M

Top Sellers

1
VF
Virtu Financial
New York
$0
2
Jane Street
Jane Street
New York
$0
3
Bank of America
Bank of America
North Carolina
$132M
4
UBS Group
UBS Group
Switzerland
$7.64M
5
HighTower Advisors
HighTower Advisors
Illinois
$2.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJYG
126
David J. Yvars Group
Florida
$258K – – –
MG
127
Mather Group
Illinois
$252K -$22K -1,005 -8%
CPG
128
Cornerstone Planning Group
New Jersey
$244K +$2.66K +123 +1%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$232K -$77.9K -3,590 -25%
TFF
130
The Family Firm
Maryland
$231K – – –
NCM
131
Novare Capital Management
North Carolina
$224K -$6.21K -283 -3%
CRC
132
Curi RMB Capital
Illinois
$224K – – –
OCG
133
Opus Capital Group
Ohio
$218K +$218K +9,920 New
FFN
134
Focus Financial Network
Minnesota
$207K -$132 -6 -0.1%
KA
135
Kozak & Associates
Colorado
$197K -$111K -4,936 -36%
CA
136
Clearstead Advisors
Ohio
$169K – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$8.77K -400 -5%
EW
138
Element Wealth
Mississippi
$150K – – –
PTC
139
Private Trust Company
Ohio
$139K – – –
EWA
140
EP Wealth Advisors
California
$130K +$4.1K +187 +3%
BA
141
Bristlecone Advisors
Washington
$119K – – –
PCWA
142
Pacific Capital Wealth Advisors
California
$118K – – –
PCMC
143
Planning Capital Management Corporation
Pennsylvania
$111K -$13.3K -607 -11%
BSB
144
Bangor Savings Bank
Maine
$106K – – –
FFA
145
Farther Finance Advisors
California
$97K +$87.2K +3,977 +890%
CFGS
146
Concourse Financial Group Securities
Alabama
$91.4K – – –
NS
147
NBC Securities
Alabama
$80K +$569 +26 +0.7%
GWM
148
Geneos Wealth Management
Colorado
$54.9K – – –
GWSG
149
GPS Wealth Strategies Group
Colorado
$52.1K – – –
SWM
150
Spire Wealth Management
Virginia
$44.3K -$22 -1 -0%
4 5
6
7 8