PEY icon

Invesco High Yield Equity Dividend Achievers ETF

209 hedge funds and large institutions have $494M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
64
Reduced
76
Closed
15
Calls
$1.25M
Puts
$211K
Net Calls
+$1.04M
Net Calls Change
+$143K
Name Holding Trade Value Shares
Change
Shares
Change %
EW
151
Element Wealth
Mississippi
$141K +$11.8K +572 +9%
EWA
152
EP Wealth Advisors
California
$118K
PCMC
153
Planning Capital Management Corporation
Pennsylvania
$117K
Jones Financial Companies
154
Jones Financial Companies
Missouri
$117K +$117K +5,668 New
BSB
155
Bangor Savings Bank
Maine
$99.3K
TSWM
156
Tyler-Stone Wealth Management
Ohio
$86.7K -$20.5K -993 -19%
CFGS
157
Concourse Financial Group Securities
Alabama
$86.1K
NS
158
NBC Securities
Alabama
$74K -$17.8K -864 -19%
AAMA
159
Advanced Asset Management Advisors
Ohio
$64.3K
CA
160
Clearstead Advisors
Ohio
$62.8K +$20.3K +986 +48%
PTC
161
Private Trust Company
Ohio
$61.6K -$66.1K -3,203 -52%
IGWM
162
ICA Group Wealth Management
Colorado
$57.7K
ACA
163
Aptus Capital Advisors
Alabama
$54.7K +$15.2K +738 +39%
GWM
164
Geneos Wealth Management
Colorado
$51.7K -$12.9K -625 -20%
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$50.2K +$14.1K +682 +39%
GWSG
166
GPS Wealth Strategies Group
Colorado
$49K
AA
167
AlphaMark Advisors
Kentucky
$45K -$14.3K -700 -24%
GT
168
Glenmede Trust
Pennsylvania
$43K
FM
169
Family Management
New York
$41.3K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$41.3K
GWANC
171
Guardian Wealth Advisors (North Carolina)
North Carolina
$39.4K
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$33K +$62 +3 +0.2%
CCM
173
Chilton Capital Management
Texas
$31.2K +$31.2K +1,512 New
SWA
174
SOA Wealth Advisors
New York
$27.9K +$330 +16 +1%
AWM
175
Avior Wealth Management
Nebraska
$26.6K +$310 +15 +1%