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Invesco High Yield Equity Dividend Achievers ETF

197 hedge funds and large institutions have $423M 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, 75 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less capital invested

Capital invested by funds: $454M → $423M (-$30.9M)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.59M
Puts
$774K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NS
151
NBC Securities
Alabama
$69K
ACA
152
Aptus Capital Advisors
Alabama
$66.8K
GWM
153
Geneos Wealth Management
Colorado
$51.1K
FFA
154
Farther Finance Advisors
California
$50.6K
GWSG
155
GPS Wealth Strategies Group
Colorado
$48.5K
HC
156
Hurley Capital
New York
$40.8K
WWM
157
Wagner Wealth Management
South Carolina
$38.6K
AAMA
158
Advanced Asset Management Advisors
Ohio
$38.4K
Simplex Trading
159
Simplex Trading
Illinois
$38K
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$34.3K
MCM
161
MAI Capital Management
Ohio
$34.3K
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$33.4K
MEG
163
Millstone Evans Group
Colorado
$31K
ETC
164
Exchange Traded Concepts
Oklahoma
$30.4K
RMP
165
Richards, Merrill & Peterson
Washington
$29.9K
SWA
166
SOA Wealth Advisors
New York
$29.2K
FFO
167
Fortitude Family Office
Arizona
$28.6K
CAL
168
Capital Analysts LLC
Pennsylvania
$25K
RWM
169
Rialto Wealth Management
New York
$24K
NB
170
NBT Bank
New York
$23.3K
LFG
171
Larson Financial Group
Missouri
$20.4K
WIM
172
Westside Investment Management
California
$20.4K
LFA
173
LGT Financial Advisors
Texas
$20.4K
BBPWM
174
Blue Bell Private Wealth Management
Pennsylvania
$20.2K
AF
175
Allworth Financial
California
$16.6K