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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

190 hedge funds and large institutions have $572M invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+7
Holders Change %
+3.83%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
29
Increased
75
Reduced
42
Closed
19
Calls
$548K
Puts
–
Net Calls
+$548K
Net Calls Change
-$241K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$171M
2
Ameriprise
2
Ameriprise
Minnesota
$27.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$52.2M
4
Wells Fargo
4
Wells Fargo
California
$26.2M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$15.1M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$1.5M
2
AWM
2
AE Wealth Management
Kansas
$0
3
EE
3
EWG Elevate
California
$0
4
AIP
4
Ahrens Investment Partners
Louisiana
$5.96M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
176
NewSquare Capital
Pennsylvania
$13K – – –
EIP
177
Ellis Investment Partners
Pennsylvania
$11K +$11K +605 New
SIS
178
Sound Income Strategies
Florida
$9K – – –
DWP
179
Destiny Wealth Partners
Florida
$8K – – –
Simplex Trading
180
Simplex Trading
Illinois
$7K +$3.46K +200 +98%
MW
181
Milestone Wealth
New York
$5K -$97 -5 -2%
KFI
182
Key Financial Inc
Pennsylvania
$5K – – –
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K +$44 +2 +0.9%
FSWA
184
Financial Synergies Wealth Advisors
Texas
$4.46K – – –
ACM
185
Absolute Capital Management
Pennsylvania
$4.02K +$4.02K +216 New
CWA
186
Clearview Wealth Advisors
Oregon
$4K – – –
CWC
187
Carolinas Wealth Consulting
North Carolina
$4K +$34 +2 +0.9%
NFSG
188
Newbridge Financial Services Group
Florida
$1K +$1K +50 New
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$38 – +11 +0.6%
WIM
190
Westside Investment Management
California
$28 – – –
AWM
191
AE Wealth Management
Kansas
– -$1.84M -89,328 Closed
EE
192
EWG Elevate
California
– -$1.78M -86,555 Closed
UFF
193
USA Financial Formulas
Michigan
– -$1.32M -63,997 Closed
TPWA
194
TRUE Private Wealth Advisors
Oregon
– -$832K -40,491 Closed
CCFM
195
Clear Creek Financial Management
Washington
– -$794K -38,625 Closed
CM
196
Columbus Macro
Pennsylvania
– -$727K -35,381 Closed
WEG
197
World Equity Group
Illinois
– -$359K -17,462 Closed
HGERS
198
Householder Group Estate & Retirement Specialist
Arizona
– -$321K -15,627 Closed
OCG
199
Opus Capital Group
Ohio
– -$204K -9,920 Closed
JPLA
200
Joseph P. Lucia & Associates
New York
– -$200K -9,709 Closed
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