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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
VF
2
Virtu Financial
New York
$1.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.94M
4
AF
4
Apexium Financial
Texas
$1.16M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJYG
126
David J. Yvars Group
Florida
$250K – – –
NCM
127
Novare Capital Management
North Carolina
$249K +$31.9K +1,500 +15%
MG
128
Mather Group
Illinois
$244K – – –
HA
129
Herold Advisors
New York
$238K -$16.8K -788 -7%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$235K +$235K +11,040 New
TFF
131
The Family Firm
Maryland
$224K – – –
CPG
132
Cornerstone Planning Group
New Jersey
$224K -$26.3K -1,189 -11%
CRC
133
Curi RMB Capital
Illinois
$217K – – –
Citadel Advisors
134
Citadel Advisors
Florida
$213K -$409K -19,221 -66%
OCG
135
Opus Capital Group
Ohio
$211K – – –
TSWM
136
Tyler-Stone Wealth Management
Ohio
$203K +$203K +9,547 New
FFN
137
Focus Financial Network
Minnesota
$202K +$1.19K +56 +0.6%
KA
138
Kozak & Associates
Colorado
$189K +$2.15K +101 +1%
GRP
139
Global Retirement Partners
California
$183K -$111K -5,215 -38%
CA
140
Clearstead Advisors
Ohio
$164K – – –
CBT
141
Crews Bank & Trust
Florida
$153K +$153K +7,190 New
AWM
142
AE Wealth Management
Kansas
$146K +$146K +6,882 New
EW
143
Element Wealth
Mississippi
$145K – – –
EWA
144
EP Wealth Advisors
California
$122K -$4K -188 -3%
BA
145
Bristlecone Advisors
Washington
$115K – – –
PCWA
146
Pacific Capital Wealth Advisors
California
$115K – – –
FDCDDQ
147
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K -$42.5K -2,000 -28%
BSB
148
Bangor Savings Bank
Maine
$102K – – –
CFB
149
Cullen/Frost Bankers
Texas
$102K +$82K +3,857 +419%
SIM
150
Synergy Investment Management
Florida
$67.6K +$67.6K +3,181 New
4 5
6
7 8