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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.5B invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
77
Reduced
43
Closed
14
Calls
$749K
Puts
$48K
Net Calls
+$701K
Net Calls Change
+$153K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
LPL Financial
LPL Financial
California
$60.7M
3
Morgan Stanley
Morgan Stanley
New York
$66.9M
4
IGWM
ICA Group Wealth Management
Colorado
$8.53M
5
ES
Eagle Strategies
New York
$5.65M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$823K
2
TRCT
Tower Research Capital (TRC)
New York
$6K
3
AIP
Ahrens Investment Partners
Louisiana
$4.53M
4
Citadel Advisors
Citadel Advisors
Florida
$89.3K
5
ASN
Advisory Services Network
Georgia
$654K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$103K +$1.24K +60 +1%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$102K -$17.5K -847 -15%
GWM
153
Geneos Wealth Management
Colorado
$92.1K +$23.1K +1,117 +34%
Citadel Advisors
154
Citadel Advisors
Florida
$89.3K -$1.65M -79,694 -95%
CFGS
155
Concourse Financial Group Securities
Alabama
$86.3K – – –
IAS
156
IMA Advisory Services
Colorado
$82.8K – – –
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$82K +$82K +4,000 New
AAMA
158
Advanced Asset Management Advisors
Ohio
$64.4K – – –
ACA
159
Aptus Capital Advisors
Alabama
$55.7K +$124 +6 +0.2%
TCWA
160
Ten Capital Wealth Advisors
Washington
$54.3K – – –
CJL
161
Cyrus J. Lawrence
New York
$46K – – –
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$41.4K – – –
ACA
163
Atlas Capital Advisors
Wyoming
$39.9K -$199K -9,609 -83%
GWANC
164
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.5K – – –
BWA
165
BDO Wealth Advisors
Florida
$38.1K – – –
WCAMG
166
Woodard & Company Asset Management Group
North Carolina
$37.2K – – –
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$36.5K – – –
NFSG
168
Newbridge Financial Services Group
Florida
$31K +$30K +1,450 +2,900%
NA
169
NewEdge Advisors
Louisiana
$30.1K -$166 -270 -0.5%
RIA
170
Realta Investment Advisors
Delaware
$29K +$9.58K +463 +49%
BlackRock
171
BlackRock
New York
$28.9K – – –
SWA
172
SOA Wealth Advisors
New York
$26.3K +$331 +16 +1%
HNWAG
173
High Net Worth Advisory Group
Florida
$25.9K +$25.9K +1,250 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$25K +$63 +3 +0.3%
MWM
175
MinichMacGregor Wealth Management
New York
$25K +$25K +1,206 New
5 6
7
8 9