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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

204 hedge funds and large institutions have $1.5B invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+14
Holders Change %
+7.37%
% of All Funds
3.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
32
Increased
77
Reduced
43
Closed
14
Calls
$749K
Puts
$48K
Net Calls
+$701K
Net Calls Change
+$153K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$48.5M
2
LPL Financial
LPL Financial
California
$60.7M
3
Morgan Stanley
Morgan Stanley
New York
$66.9M
4
IGWM
ICA Group Wealth Management
Colorado
$8.53M
5
ES
Eagle Strategies
New York
$5.65M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$823K
2
TRCT
Tower Research Capital (TRC)
New York
$6K
3
AIP
Ahrens Investment Partners
Louisiana
$4.53M
4
Citadel Advisors
Citadel Advisors
Florida
$89.3K
5
ASN
Advisory Services Network
Georgia
$654K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
176
JPMorgan Chase & Co
New York
$22K +$22K +1,052 New
William Blair & Company
177
William Blair & Company
Illinois
$20.7K – – –
ZIG
178
Zullo Investment Group
Pennsylvania
$20.7K – – –
FCA
179
Fortis Capital Advisors
Kansas
$20.7K +$20.7K +1,000 New
WWM
180
Wagner Wealth Management
South Carolina
$18.5K – – –
CA
181
Clearstead Advisors
Ohio
$17.7K – – –
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$17.4K – – –
AF
183
Allworth Financial
California
$16.8K – – –
CFO
184
CVA Family Office
Colorado
$16.5K – – –
AA
185
Addison Advisors
Vermont
$15.5K – – –
NSIM
186
North Star Investment Management
Illinois
$15.3K – – –
NC
187
NewSquare Capital
Pennsylvania
$14.5K – – –
SIS
188
Sound Income Strategies
Florida
$10.5K – – –
PB
189
Pinnacle Bancorp
Nebraska
$10K +$10K +503 New
PFA
190
Pathway Financial Advisers
Indiana
$9.9K +$9.9K +478 New
DWP
191
Destiny Wealth Partners
Florida
$9.31K – – –
WWP
192
WR Wealth Planners
Missouri
$6.95K +$6.95K +336 New
TRCT
193
Tower Research Capital (TRC)
New York
$6K -$2.14M -96,126 -100%
CA
194
CoreCap Advisors
Michigan
$6K +$6K +290 New
FSWA
195
Financial Synergies Wealth Advisors
Texas
$4.97K – – –
CWC
196
Carolinas Wealth Consulting
North Carolina
$4.86K +$62 +3 +1%
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.78K +$104 +5 +2%
KFI
198
Key Financial Inc
Pennsylvania
$4.63K – – –
CWA
199
Clearview Wealth Advisors
Oregon
$3.37K -$1.12K -54 -25%
CSPIA
200
Cary Street Partners Investment Advisory
Virginia
$2.73K +$2.73K +132 New
5 6 7
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