We are live on ! Find out more
PEY icon

Invesco High Yield Equity Dividend Achievers ETF

176 hedge funds and large institutions have $375M invested in Invesco High Yield Equity Dividend Achievers ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

877% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $238K

4% less capital invested

Capital invested by funds: $392M → $375M (-$16.5M)

1.56% less ownership

Funds ownership: 38.2%36.64% (-1.6%)

4% less funds holding

Funds holding: 184176 (-8)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

35% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 68

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
44
Reduced
68
Closed
18
Calls
$2.33M
Puts
$238K
Net Calls
+$2.09M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
126
Crews Bank & Trust
Florida
$100K
CT
127
Caldwell Trust
Florida
$88.5K
GT
128
Glenmede Trust
Pennsylvania
$86.1K +$86.2K +4,020 New
CPG
129
Cornerstone Planning Group
New Jersey
$82.3K -$69.5K -3,244 -47%
MCM
130
MAI Capital Management
Ohio
$78.9K +$21.5K +1,001 +37%
JWM
131
JPL Wealth Management
Colorado
$75.8K +$75.9K +3,540 New
TFA
132
Transamerica Financial Advisors
Florida
$71.9K +$48.5K +2,265 +208%
ACA
133
Aptus Capital Advisors
Alabama
$70.1K
AWM
134
AE Wealth Management
Kansas
$59.3K -$10.9K -508 -16%
GWM
135
Geneos Wealth Management
Colorado
$53.6K
FFA
136
Farther Finance Advisors
California
$52.9K
NS
137
NBC Securities
Alabama
$47.8K -$29.2K -1,364 -38%
TRCT
138
Tower Research Capital (TRC)
New York
$47.1K -$605K -28,224 -93%
FM
139
Family Management
New York
$42.8K
HC
140
Hurley Capital
New York
$42.8K
WWMSC
141
Wagner Wealth Management (South Carolina)
South Carolina
$42K +$450 +21 +1%
SWM
142
Spire Wealth Management
Virginia
$36.8K
MEG
143
Millstone Evans Group
Colorado
$32.5K
RMP
144
Richards, Merrill & Peterson
Washington
$31.3K
FFO
145
Fortitude Family Office
Arizona
$30K
CPA
146
Cardiff Park Advisors
California
$26.7K +$26.7K +1,245 New
RWM
147
Rialto Wealth Management
New York
$25.1K
NB
148
NBT Bank
New York
$24.5K
CFM
149
Cornerstone Financial Management
Massachusetts
$21.4K
LFG
150
Larson Financial Group
Missouri
$21.4K