Invesco High Yield Equity Dividend Achievers ETF
151 hedge funds and large institutions have $363M invested in Invesco High Yield Equity Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
32% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 34
26% more capital invested
Capital invested by funds: $289M → $363M (+$73.9M)
21% more funds holding
Funds holding: 125 → 151 (+26)
5.25% more ownership
Funds ownership: 33% → 38.25% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.33M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$5.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.17M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$1.57M |
| 5 |
Morgan Stanley
New York
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$1.33M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$1.01M |
| 3 |
Jane Street
New York
|
-$971K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$284K |
| 5 |
BPWA
Beacon Pointe Wealth Advisors
Newport Beach,
California
|
-$203K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$128K | -6,941 | -100% |
|
|
ASN
152
Advisory Services Network
Atlanta,
Georgia
| – | -$102K | -5,608 | Closed |
|
153
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$24K | -1,284 | Closed |
|
|
FCB
154
First Command Bank
Fort Worth,
Texas
| – | -$9K | -504 | Closed |
|
|
FCFS
155
First Command Financial Services
Fort Worth,
Texas
| – | -$9K | -504 | Closed |
|
|
MF
156
Manchester Financial
Westlake Village,
California
| – | +$184 | +10 | New |
|
PEY Hedge Fund Activity: Q4 2019 in Review
151 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2019, worth a combined $363M — up 26% from $289M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PEY positions and 5 closed out — a net gain of 27 holders — while 45 added to existing stakes and 34 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $8.33M. The largest seller was Salomon & Ludwin, cutting an estimated $1.33M.
- 151 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2019, up from 125 in Q3 2019.
- Funds reported $363M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2019, up 26% quarter-over-quarter.
- 32 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2019 and 5 closed out, a net change of +27 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2019 was Invesco, an estimated $8.33M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2019 was Salomon & Ludwin, an estimated $1.33M sold.
Based on aggregated 13F filings for Q4 2019.