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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

195 hedge funds and large institutions have $602M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
62
Closed
14
Calls
$459K
Puts
$12K
Net Calls
+$447K
Net Calls Change
-$332K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$26.8M
2
WA
Waverly Advisors
Alabama
$6.1M
3
AC
AlphaCore Capital
California
$13.8M
4
Stifel Financial
Stifel Financial
Missouri
$12M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.14M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$157M
2
NSLI
Nan Shan Life Insurance
Taiwan
$0
3
LPL Financial
LPL Financial
California
$48.8M
4
ES
Eagle Strategies
New York
$4.53M
5
IGWM
ICA Group Wealth Management
Colorado
$57K
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
176
NewSquare Capital
Pennsylvania
$13.5K – – –
PB
177
Pinnacle Bancorp
Nebraska
$9.87K +$115 +6 +1%
SIS
178
Sound Income Strategies
Florida
$9.76K – – –
CP
179
Castleview Partners
Texas
$9.61K +$9.61K +500 New
CB
180
Centennial Bank
Arkansas
$6.86K +$6.86K +370 New
AssetMark Inc
181
AssetMark Inc
California
$5.98K +$5.98K +311 New
KFI
182
Key Financial Inc
Pennsylvania
$4.79K – – –
PA
183
Parallel Advisors
California
$4.75K +$4.75K +247 New
FSWA
184
Financial Synergies Wealth Advisors
Texas
$4.61K – – –
BCMLT
185
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.54K +$38 +2 +0.9%
CWC
186
Carolinas Wealth Consulting
North Carolina
$4.52K +$58 +3 +1%
CWA
187
Clearview Wealth Advisors
Oregon
$3.13K +$19 +1 +0.6%
VF
188
VitalStone Financial
Texas
$3K +$3K +152 New
JPMorgan Chase & Co
189
JPMorgan Chase & Co
New York
$2.8K -$17.8K -926 -86%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$2.54K – – –
FBC
191
Fairfield, Bush & Co
Connecticut
$1.65K +$1.65K +86 New
NFSG
192
Newbridge Financial Services Group
Florida
$1.44K -$1.92K -100 -57%
SCA
193
Stonebridge Capital Advisors
Minnesota
$1.25K +$480 +25 +63%
GWMIA
194
Global Wealth Management Investment Advisory
Florida
$76 +$76 +4 New
CJL
195
Cyrus J. Lawrence
New York
$42 – – –
AWM
196
Atticus Wealth Management
Florida
$1 -$1 – –
NSLI
197
Nan Shan Life Insurance
Taiwan
– -$15.2M -762,192 Closed
LWP
198
Laurel Wealth Planning
Minnesota
– -$3.8M -190,636 Closed
KAS
199
Kestra Advisory Services
Texas
– -$1.4M -70,509 Closed
PMG
200
ProVise Management Group
Florida
– -$646K -32,407 Closed
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