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Invesco High Yield Equity Dividend Achievers ETF

209 hedge funds and large institutions have $619M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+17
Holders Change %
+8.85%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
60
Reduced
71
Closed
15
Calls
$1.05M
Puts
$152K
Net Calls
+$899K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
AE Wealth Management
Kansas
$217K +$5.61K +273 +3%
OCG
152
Opus Capital Group
Ohio
$210K +$210K +9,920 New
SWM
153
Spire Wealth Management
Virginia
$169K +$39.4K +1,950 +30%
EW
154
Element Wealth
Mississippi
$132K
PTC
155
Private Trust Company
Ohio
$131K -$1.06K -50 -0.8%
FDCDDQ
156
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K
EWA
157
EP Wealth Advisors
California
$121K +$7.82K +370 +7%
PCMC
158
Planning Capital Management Corporation
Pennsylvania
$120K +$120K +5,683 New
TSWM
159
Tyler-Stone Wealth Management
Ohio
$110K +$1.78K +84 +2%
BSB
160
Bangor Savings Bank
Maine
$102K
NS
161
NBC Securities
Alabama
$94K +$611 +29 +0.7%
CFGS
162
Concourse Financial Group Securities
Alabama
$88.1K
GWM
163
Geneos Wealth Management
Colorado
$66.1K +$13.2K +625 +25%
AAMA
164
Advanced Asset Management Advisors
Ohio
$65.8K
AA
165
AlphaMark Advisors
Kentucky
$61K
IGWM
166
ICA Group Wealth Management
Colorado
$59K +$59K +2,793 New
GWSG
167
GPS Wealth Strategies Group
Colorado
$50.2K
GT
168
Glenmede Trust
Pennsylvania
$44K
CA
169
Clearstead Advisors
Ohio
$43.8K +$7.55K +357 +21%
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$42.3K
FM
171
Family Management
New York
$42.3K +$42.3K +2,000 New
ACA
172
Aptus Capital Advisors
Alabama
$40.4K -$23.7K -1,123 -37%
GWANC
173
Guardian Wealth Advisors (North Carolina)
North Carolina
$40.4K
JPMorgan Chase & Co
174
JPMorgan Chase & Co
New York
$37K +$20.8K +985 +129%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$34K +$64 +3 +0.2%