Invesco High Yield Equity Dividend Achievers ETF
203 hedge funds and large institutions have $442M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 73 reducing their positions, and 22 closing their positions.
281% more call options, than puts
Call options by funds: $801K | Put options by funds: $210K
10% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 73
1.36% less ownership
Funds ownership: 40.01% → 38.65% (-1.4%)
4% less funds holding
Funds holding: 212 → 203 (-9)
11% less capital invested
Capital invested by funds: $495M → $442M (-$53.9M)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.59M |
| 2 |
VF
Virtu Financial
New York
|
+$2.52M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.91M |
| 4 |
Morgan Stanley
New York
|
+$1.39M |
| 5 |
Jane Street
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.9M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$6.21M |
| 4 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$4.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.03M |
PEY Hedge Fund Activity: Q2 2024 in Review
203 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2024, worth a combined $442M — down 11% from $495M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of PEY and 17 opened new positions — a net loss of 5 holders — while 73 trimmed existing stakes and 66 added.
The largest buyer was Meridian Wealth Management, opening a new position worth an estimated $3.59M. The largest seller was Ameriprise, cutting an estimated $7.29M.
- 203 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2024, down from 212 in Q1 2024.
- Funds reported $442M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2024, down 11% quarter-over-quarter.
- 17 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2024 and 22 closed out, a net change of -5 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2024 was Meridian Wealth Management, an estimated $3.59M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2024 was Ameriprise, an estimated $7.29M sold.
Based on aggregated 13F filings for Q2 2024.