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Invesco High Yield Equity Dividend Achievers ETF
PEY

191 hedge funds and large institutions have $483M 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, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $237K

9% more capital invested

Capital invested by funds: $442M → $483M (+$41.5M)

0.1% more ownership

Funds ownership: 38.65% → 38.75% (+0.1%)

6% less funds holding

Funds holding: 203 → 191 (-12)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
191
Holders Change
-12
Holders Change %
-5.91%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
61
Reduced
71
Closed
19
Calls
$1.29M
Puts
$237K
Net Calls
+$1.05M
Net Calls Change
+$459K

Top Buyers

1
EW
Evoke Wealth
California
+$3.32M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
3
SA
Sanctuary Advisors
Indiana
+$1.28M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.15M
5
BEI
Benjamin Edwards Inc
Missouri
+$1.11M

Top Sellers

1
VF
Virtu Financial
New York
-$3.43M
2
Jane Street
Jane Street
New York
-$1.74M
3
Bank of America
Bank of America
North Carolina
-$1.65M
4
UBS Group
UBS Group
Switzerland
-$1.16M
5
HighTower Advisors
HighTower Advisors
Illinois
-$911K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
126
Clearwater Capital Advisors
Illinois
$262K – – –
DJYG
127
David J. Yvars Group
Florida
$258K – – –
MG
128
Mather Group
Illinois
$252K -$21.2K -1,005 -8%
IFG
129
Independent Financial Group
California
$244K -$47.6K -2,257 -17%
CPG
130
Cornerstone Planning Group
New Jersey
$244K +$2.59K +123 +1%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$232K -$75.7K -3,590 -25%
TFF
132
The Family Firm
Maryland
$231K – – –
NCM
133
Novare Capital Management
North Carolina
$224K -$5.97K -283 -3%
CRC
134
Curi RMB Capital
Illinois
$224K – – –
OCG
135
Opus Capital Group
Ohio
$218K +$209K +9,920 New
FFN
136
Focus Financial Network
Minnesota
$207K -$126 -6 -0.1%
KA
137
Kozak & Associates
Colorado
$197K -$104K -4,936 -36%
CA
138
Clearstead Advisors
Ohio
$169K – – –
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$8.43K -400 -5%
EW
140
Element Wealth
Mississippi
$150K – – –
PTC
141
Private Trust Company
Ohio
$139K – – –
EWA
142
EP Wealth Advisors
California
$130K +$3.94K +187 +3%
BA
143
Bristlecone Advisors
Washington
$119K – – –
PCWA
144
Pacific Capital Wealth Advisors
California
$118K – – –
PCMC
145
Planning Capital Management Corporation
Pennsylvania
$111K -$12.8K -607 -11%
BSB
146
Bangor Savings Bank
Maine
$106K – – –
FFA
147
Farther Finance Advisors
California
$97K +$83.8K +3,977 +890%
CT
148
Caldwell Trust
Florida
$93.9K – – –
CFGS
149
Concourse Financial Group Securities
Alabama
$91.4K – – –
NS
150
NBC Securities
Alabama
$80K +$548 +26 +0.7%
4 5
6
7 8

PEY Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2024, worth a combined $483M — up 9.4% from $442M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PEY and 10 opened new positions — a net loss of 9 holders — while 71 trimmed existing stakes and 61 added.

The largest buyer was Evoke Wealth, adding an estimated $3.32M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.43M sold.

  • 191 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2024, down from 203 in Q2 2024.
  • Funds reported $483M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 10 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2024 and 19 closed out, a net change of -9 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2024 was Evoke Wealth, an estimated $3.32M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2024 was Virtu Financial, an estimated $3.43M sold.

Based on aggregated 13F filings for Q3 2024.