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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Wagner Wealth Management
South Carolina
$40.2K +$408 +19 +1%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$36.1K +$24.4K +1,136 +208%
MCM
153
MAI Capital Management
Ohio
$36.1K +$21 +1 +0.1%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$35.1K – – –
MEG
155
Millstone Evans Group
Colorado
$32.6K +$32.6K +1,519 New
RMP
156
Richards, Merrill & Peterson
Washington
$31.4K – – –
SWA
157
SOA Wealth Advisors
New York
$30.3K +$301 +14 +1%
FFO
158
Fortitude Family Office
Arizona
$30.1K – – –
CAL
159
Capital Analysts LLC
Pennsylvania
$27K +$27K +1,262 New
RWM
160
Rialto Wealth Management
New York
$25.2K – – –
NB
161
NBT Bank
New York
$24.5K – – –
WIM
162
Westside Investment Management
California
$21.5K – – –
NP
163
NorthRock Partners
Minnesota
$21.5K – – –
LFG
164
Larson Financial Group
Missouri
$21.5K – – –
LFA
165
LGT Financial Advisors
Texas
$21.5K – – –
BBPWM
166
Blue Bell Private Wealth Management
Pennsylvania
$21.3K – – –
CFO
167
CVA Family Office
Colorado
$17.1K – – –
AA
168
Addison Advisors
Vermont
$16.1K – – –
HI
169
Hoey Investments
Pennsylvania
$15.5K -$5.99K -279 -28%
NC
170
NewSquare Capital
Pennsylvania
$15K – – –
SIS
171
Sound Income Strategies
Florida
$14.4K +$21 +1 +0.1%
AF
172
Allworth Financial
California
$14K – – –
FG
173
Fairman Group
Pennsylvania
$13.6K – – –
US Bancorp
174
US Bancorp
Minnesota
$12.5K -$30.7K -1,430 -71%
SS
175
Sunbelt Securities
Texas
$11.7K +$7.47K +348 +176%
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