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Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$83.7K -$3.04K -151 -4%
NS
152
NBC Securities
Alabama
$69K -$15.4K -765 -18%
ACA
153
Aptus Capital Advisors
Alabama
$66.8K
GWM
154
Geneos Wealth Management
Colorado
$51.1K -$50.3K -2,502 -50%
FFA
155
Farther Finance Advisors
California
$50.6K -$25.5K -1,265 -34%
GWSG
156
GPS Wealth Strategies Group
Colorado
$48.5K
HC
157
Hurley Capital
New York
$40.8K +$40.2K +2,000 New
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$38.6K +$463 +23 +1%
AAMA
159
Advanced Asset Management Advisors
Ohio
$38.4K
Simplex Trading
160
Simplex Trading
Illinois
$38K +$37.7K +1,875 New
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$34.3K
MCM
162
MAI Capital Management
Ohio
$34.3K
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$33.4K
MEG
164
Millstone Evans Group
Colorado
$31K
ETC
165
Exchange Traded Concepts
Oklahoma
$30.4K +$30K +1,489 New
RMP
166
Richards, Merrill & Peterson
Washington
$29.9K
SWA
167
SOA Wealth Advisors
New York
$29.2K +$362 +18 +1%
FFO
168
Fortitude Family Office
Arizona
$28.6K
CAL
169
Capital Analysts LLC
Pennsylvania
$25K -$262 -13 -1%
RWM
170
Rialto Wealth Management
New York
$24K
NB
171
NBT Bank
New York
$23.3K
LFG
172
Larson Financial Group
Missouri
$20.4K
LFA
173
LGT Financial Advisors
Texas
$20.4K
WIM
174
Westside Investment Management
California
$20.4K
BBPWM
175
Blue Bell Private Wealth Management
Pennsylvania
$20.2K

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.