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Invesco High Yield Equity Dividend Achievers ETF

164 hedge funds and large institutions have $470M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 23

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

27% more capital invested

Capital invested by funds: $371M → $470M (+$99.7M)

6% more funds holding

Funds holding: 155164 (+9)

4.17% more ownership

Funds ownership: 37.11%41.28% (+4.2%)

Holders
164
Holders Change
+9
Holders Change %
+5.81%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
23
Closed
9
Calls
$889K
Puts
Net Calls
+$889K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
151
North Star Investment Management
Illinois
$16K
AF
152
Allworth Financial
California
$15K
MAM
153
Meeder Asset Management
Ohio
$15K
NC
154
NewSquare Capital
Pennsylvania
$15K
SIS
155
Sound Income Strategies
Florida
$11K
DWP
156
Destiny Wealth Partners
Florida
$11K +$10.7K +500 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$9K
TRCT
158
Tower Research Capital (TRC)
New York
$6K -$312K -14,586 -98%
MW
159
Milestone Wealth
New York
$6K
CWA
160
Clearview Wealth Advisors
Oregon
$5K
KFI
161
Key Financial Inc
Pennsylvania
$5K
CWC
162
Carolinas Wealth Consulting
North Carolina
$5K +$64 +3 +1%
BCMLT
163
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$4.79K +224 New
WIM
164
Westside Investment Management
California
$32
Citadel Advisors
165
Citadel Advisors
Florida
-$405K -18,901 Closed
PO
166
Private Ocean
California
-$352K -16,700 Closed
SFS
167
Sowell Financial Services
Arkansas
-$309K -14,654 Closed
SCA
168
Snowden Capital Advisors
New York
-$101K -4,813 Closed
AIM
169
AHL Investment Management
Florida
-$19K -889 Closed
RPCONE
170
Retirement Planning Company of New England
Rhode Island
-$18K -856 Closed
CA
171
CoreCap Advisors
Michigan
-$6K -290 Closed
JFA
172
JNBA Financial Advisors
Minnesota
-$3K -140 Closed
TWC
173
TD Waterhouse Canada
Ontario, Canada
-$22 -1 Closed
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
+$43 +2 New

PEY Hedge Fund Activity: Q1 2022 in Review

164 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2022, worth a combined $470M — up 27% from $371M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEY positions and 9 closed out — a net gain of 12 holders — while 67 added to existing stakes and 23 trimmed.

The largest buyer was Bank of America, adding an estimated $26.3M. The largest seller was Cetera Advisor Networks, cutting an estimated $8.19M.

  • 164 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2022, up from 155 in Q4 2021.
  • Funds reported $470M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 21 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2022 and 9 closed out, a net change of +12 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2022 was Bank of America, an estimated $26.3M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2022 was Cetera Advisor Networks, an estimated $8.19M sold.

Based on aggregated 13F filings for Q1 2022.