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Invesco High Yield Equity Dividend Achievers ETF

190 hedge funds and large institutions have $572M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
75
Reduced
42
Closed
19
Calls
$548K
Puts
Net Calls
+$548K
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$61K -$18.6K -1,015 -23%
AAMA
152
Advanced Asset Management Advisors
Ohio
$58K
PTC
153
Private Trust Company
Ohio
$51K
ACA
154
Aptus Capital Advisors
Alabama
$50K -$57K -3,066 -53%
TCWA
155
Ten Capital Wealth Advisors
Washington
$49K +$49K +2,624 New
GWSG
156
GPS Wealth Strategies Group
Colorado
$44K
CJL
157
Cyrus J. Lawrence
New York
$41K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$37K
GWANC
159
Guardian Wealth Advisors (North Carolina)
North Carolina
$36K
BWA
160
BDO Wealth Advisors
Florida
$34K
WCAMG
161
Woodard & Company Asset Management Group
North Carolina
$33K +$33K +1,800 New
BlackRock
162
BlackRock
New York
$26K
SWA
163
SOA Wealth Advisors
New York
$23K +$293 +16 +1%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$22K +$14.6K +787 +197%
SAM
165
Strategic Asset Management
Minnesota
$21K +$207 +11 +1%
William Blair & Company
166
William Blair & Company
Illinois
$19K
ZIG
167
Zullo Investment Group
Pennsylvania
$19K
WWM
168
Wagner Wealth Management
South Carolina
$17K
RIA
169
Realta Investment Advisors
Delaware
$17K +$17K +937 New
National Bank of Canada
170
National Bank of Canada
Quebec, Canada
$16K -$5.71K -300 -26%
CA
171
Clearstead Advisors
Ohio
$16K
CFO
172
CVA Family Office
Colorado
$15K
AF
173
Allworth Financial
California
$15K +$2.05K +111 +16%
NSIM
174
North Star Investment Management
Illinois
$14K
AA
175
Addison Advisors
Vermont
$14K