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Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
126
Brookwood Investment Group
Arizona
$235K -$2.46K -122 -1%
MG
127
Mather Group
Illinois
$235K
FFN
128
Focus Financial Network
Minnesota
$234K +$230K +11,448 New
IFG
129
Independent Financial Group
California
$229K -$10.8K -536 -5%
HA
130
Herold Advisors
New York
$229K +$262 +13 +0.1%
NCM
131
Novare Capital Management
North Carolina
$221K
P
132
&Partners
Tennessee
$219K -$102K -5,047 -32%
TFF
133
The Family Firm
Maryland
$215K
KA
134
Kovack Advisors
Florida
$214K +$211K +10,472 New
Rockefeller Capital Management
135
Rockefeller Capital Management
New York
$212K -$13K -647 -6%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$205K +$201K +9,978 +12,168%
FWCM
137
Ferguson Wellman Capital Management
Oregon
$205K +$202K +10,051 New
OCG
138
Opus Capital Group
Ohio
$202K
CPG
139
Cornerstone Planning Group
New Jersey
$197K -$13.6K -674 -7%
KA
140
Kozak & Associates
Colorado
$194K +$2.21K +110 +1%
AAP
141
Arax Advisory Partners
Colorado
$183K +$180K +8,943 New
EWA
142
EP Wealth Advisors
California
$141K +$34.2K +1,700 +33%
NRC
143
New Republic Capital
North Carolina
$114K
CFB
144
Cullen/Frost Bankers
Texas
$111K +$1.33K +66 +1%
BA
145
Bristlecone Advisors
Washington
$110K
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K
CA
147
Clearstead Advisors
Ohio
$103K -$61.5K -3,056 -38%
BSB
148
Bangor Savings Bank
Maine
$98.2K
CBT
149
Crews Bank & Trust
Florida
$95.7K -$50.3K -2,500 -35%
CT
150
Caldwell Trust
Florida
$87.4K

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.