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Invesco High Yield Equity Dividend Achievers ETF

197 hedge funds and large institutions have $421M 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, 74 reducing their positions, and 9 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: $452M → $421M (-$31.2M)

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

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
MG
126
Mather Group
Illinois
$235K
FFN
127
Focus Financial Network
Minnesota
$234K
HA
128
Herold Advisors
New York
$229K
NCM
129
Novare Capital Management
North Carolina
$221K
P
130
&Partners
Tennessee
$219K
TFF
131
The Family Firm
Maryland
$215K
KA
132
Kovack Advisors
Florida
$214K
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$212K
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$205K
FWCM
135
Ferguson Wellman Capital Management
Oregon
$205K
OCG
136
Opus Capital Group
Ohio
$202K
CPG
137
Cornerstone Planning Group
New Jersey
$197K
KA
138
Kozak & Associates
Colorado
$194K
AAP
139
Arax Advisory Partners
Colorado
$183K
EWA
140
EP Wealth Advisors
California
$141K
NRC
141
New Republic Capital
North Carolina
$114K
CFB
142
Cullen/Frost Bankers
Texas
$111K
BA
143
Bristlecone Advisors
Washington
$110K
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K
CA
145
Clearstead Advisors
Ohio
$103K
BSB
146
Bangor Savings Bank
Maine
$98.2K
CBT
147
Crews Bank & Trust
Florida
$95.7K
CT
148
Caldwell Trust
Florida
$87.4K
PTC
149
Private Trust Company
Ohio
$83.7K
NS
150
NBC Securities
Alabama
$69K