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Invesco High Yield Equity Dividend Achievers ETF

197 hedge funds and large institutions have $423M 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, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $454M → $423M (-$30.9M)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$774K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
126
Brookwood Investment Group
Arizona
$235K
MG
127
Mather Group
Illinois
$235K
FFN
128
Focus Financial Network
Minnesota
$234K
HA
129
Herold Advisors
New York
$229K
NCM
130
Novare Capital Management
North Carolina
$221K
P
131
&Partners
Tennessee
$219K
TFF
132
The Family Firm
Maryland
$215K
KA
133
Kovack Advisors
Florida
$214K
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$212K
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$205K
FWCM
136
Ferguson Wellman Capital Management
Oregon
$205K
OCG
137
Opus Capital Group
Ohio
$202K
CPG
138
Cornerstone Planning Group
New Jersey
$197K
KA
139
Kozak & Associates
Colorado
$194K
AAP
140
Arax Advisory Partners
Colorado
$183K
EWA
141
EP Wealth Advisors
California
$141K
NRC
142
New Republic Capital
North Carolina
$114K
CFB
143
Cullen/Frost Bankers
Texas
$111K
BA
144
Bristlecone Advisors
Washington
$110K
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K
CA
146
Clearstead Advisors
Ohio
$103K
BSB
147
Bangor Savings Bank
Maine
$98.2K
CBT
148
Crews Bank & Trust
Florida
$95.7K
CT
149
Caldwell Trust
Florida
$87.4K
PTC
150
Private Trust Company
Ohio
$83.7K