PEY icon

Invesco High Yield Equity Dividend Achievers ETF

192 hedge funds and large institutions have $547M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-3
Holders Change %
-1.54%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
61
Reduced
61
Closed
25
Calls
$739K
Puts
$31K
Net Calls
+$708K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Shares
Change %
GWSG
151
GPS Wealth Strategies Group
Colorado
$45.6K
AA
152
Ancora Advisors
Ohio
$44.1K +$44.1K +2,298 New
CJL
153
Cyrus J. Lawrence
New York
$42K
GT
154
Glenmede Trust
Pennsylvania
$39.9K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$38.4K
GWANC
156
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.7K
CA
157
Clearstead Advisors
Ohio
$32.9K +$16.4K +857 +100%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$30K -$11K -584 -27%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$28.1K +$28.1K +1,500 New
SWA
160
SOA Wealth Advisors
New York
$25.2K +$288 +15 +1%
AWM
161
Avior Wealth Management
Nebraska
$24K +$269 +14 +1%
RIA
162
Realta Investment Advisors
Delaware
$19.2K
WIM
163
Westside Investment Management
California
$19.2K -$4.89K -255 -20%
LFA
164
LGT Financial Advisors
Texas
$19.2K
HI
165
Hoey Investments
Pennsylvania
$19.2K +$19.2K +1,000 New
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$19.2K
BBPWM
167
Blue Bell Private Wealth Management
Pennsylvania
$19K
WWM
168
Wagner Wealth Management
South Carolina
$17.2K
AF
169
Allworth Financial
California
$15.6K
JPMorgan Chase & Co
170
JPMorgan Chase & Co
New York
$14.7K +$11.9K +619 +424%
AA
171
Addison Advisors
Vermont
$14.4K
NC
172
NewSquare Capital
Pennsylvania
$13.4K
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
$13.3K +$13.3K +693 New
PA
174
Parallel Advisors
California
$11.5K +$6.78K +353 +143%
IPW
175
Impact Partnership Wealth
Georgia
$11.5K +$11.5K +600 New