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Invesco High Yield Equity Dividend Achievers ETF

195 hedge funds and large institutions have $602M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
60
Reduced
62
Closed
14
Calls
$459K
Puts
$12K
Net Calls
+$447K
Net Calls Change
-$332K
Name Holding Trade Value Shares
Change
Shares
Change %
AAMA
151
Advanced Asset Management Advisors
Ohio
$59.8K
ACA
152
Aptus Capital Advisors
Alabama
$58.1K +$154 +8 +0.3%
IGWM
153
ICA Group Wealth Management
Colorado
$57K -$6.55M -340,593 -99%
GWSG
154
GPS Wealth Strategies Group
Colorado
$45.6K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$42K +$174 +9 +0.4%
GT
156
Glenmede Trust
Pennsylvania
$41.4K
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$38.4K
GWANC
158
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.7K
BWA
159
BDO Wealth Advisors
Florida
$35.4K
Citigroup
160
Citigroup
New York
$32.2K +$32.2K +1,677 New
SWA
161
SOA Wealth Advisors
New York
$25K +$269 +14 +1%
WIM
162
Westside Investment Management
California
$24.1K -$4.9K -255 -17%
AWM
163
Avior Wealth Management
Nebraska
$23.8K +$269 +14 +1%
William Blair & Company
164
William Blair & Company
Illinois
$19.2K
LFA
165
LGT Financial Advisors
Texas
$19.2K +$19.2K +1,000 New
RIA
166
Realta Investment Advisors
Delaware
$19.2K +$19.2K +1,000 New
BBPWM
167
Blue Bell Private Wealth Management
Pennsylvania
$19K +$19K +990 New
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$18.4K -$15.6K -800 -46%
WWM
169
Wagner Wealth Management
South Carolina
$17.2K
CA
170
Clearstead Advisors
Ohio
$16.5K
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$16.1K
AF
172
Allworth Financial
California
$15.6K
CFO
173
CVA Family Office
Colorado
$15.3K
AA
174
Addison Advisors
Vermont
$14.4K
NSIM
175
North Star Investment Management
Illinois
$14.2K