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Invesco High Yield Equity Dividend Achievers ETF

191 hedge funds and large institutions have $697M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
58
Reduced
64
Closed
31
Calls
$865K
Puts
$86K
Net Calls
+$779K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
151
AlphaMark Advisors
Kentucky
$88K +$88K +4,400 New
CFGS
152
Concourse Financial Group Securities
Alabama
$83K
IAS
153
IMA Advisory Services
Colorado
$79.7K
AAMA
154
Advanced Asset Management Advisors
Ohio
$62K
ACA
155
Aptus Capital Advisors
Alabama
$60.1K +$6.44K +323 +12%
GWSG
156
GPS Wealth Strategies Group
Colorado
$47.3K +$47.3K +2,375 New
CJL
157
Cyrus J. Lawrence
New York
$44K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$43K +$19.3K +971 +82%
GT
159
Glenmede Trust
Pennsylvania
$41.4K +$41.4K +2,080 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$39.8K
GWANC
161
Guardian Wealth Advisors (North Carolina)
North Carolina
$38K
BWA
162
BDO Wealth Advisors
Florida
$36.7K
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$34.8K
CPFP
164
Clear Perspectives Financial Planning
Ohio
$31.3K -$3.87M -194,320 -99%
WIM
165
Westside Investment Management
California
$30.1K
BlackRock
166
BlackRock
New York
$27.8K
SWA
167
SOA Wealth Advisors
New York
$25.6K +$259 +13 +1%
AWM
168
Avior Wealth Management
Nebraska
$24.4K +$24.4K +1,223 New
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$21.4K +$398 +20 +2%
William Blair & Company
170
William Blair & Company
Illinois
$19.9K
FCA
171
Fortis Capital Advisors
Kansas
$19.9K
WWM
172
Wagner Wealth Management
South Carolina
$17.8K
CA
173
Clearstead Advisors
Ohio
$17.1K
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$16.7K
AF
175
Allworth Financial
California
$16.2K