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Invesco High Yield Equity Dividend Achievers ETF

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$237K
NCM
127
Novare Capital Management
North Carolina
$233K -$19.3K -900 -8%
TFF
128
The Family Firm
Maryland
$226K
OCG
129
Opus Capital Group
Ohio
$213K
TSWM
130
Tyler-Stone Wealth Management
Ohio
$207K +$2.13K +99 +1%
SF
131
SageOak Financial
Oklahoma
$204K -$597K -27,805 -75%
CPG
132
Cornerstone Planning Group
New Jersey
$201K +$1.28K +65 +0.6%
KA
133
Kozak & Associates
Colorado
$176K +$1.81K +92 +1%
CA
134
Clearstead Advisors
Ohio
$174K +$8.7K +405 +5%
AWM
135
AE Wealth Management
Kansas
$160K +$12.5K +582 +8%
CBT
136
Crews Bank & Trust
Florida
$154K
NRC
137
New Republic Capital
North Carolina
$120K -$296K -13,800 -71%
BA
138
Bristlecone Advisors
Washington
$116K
CFB
139
Cullen/Frost Bankers
Texas
$115K +$12.3K +574 +12%
EWA
140
EP Wealth Advisors
California
$112K -$11.4K -530 -9%
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$111K
GWM
142
Geneos Wealth Management
Colorado
$107K +$53.7K +2,502 +100%
BSB
143
Bangor Savings Bank
Maine
$103K
PTC
144
Private Trust Company
Ohio
$91.2K +$42.2K +1,966 +86%
NS
145
NBC Securities
Alabama
$89K +$88.9K +4,185 +104,625%
FFA
146
Farther Finance Advisors
California
$80.2K +$38.3K +1,790 +92%
ACA
147
Aptus Capital Advisors
Alabama
$70.3K +$54.3K +2,530 +341%
GWSG
148
GPS Wealth Strategies Group
Colorado
$51K
SWM
149
Spire Wealth Management
Virginia
$43.4K
AAMA
150
Advanced Asset Management Advisors
Ohio
$40.4K