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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

192 hedge funds and large institutions have $547M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-3
Holders Change %
-1.54%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
61
Reduced
61
Closed
25
Calls
$739K
Puts
$31K
Net Calls
+$708K
Net Calls Change
+$261K

Top Buyers

1
VF
Virtu Financial
New York
$3.77M
2
AAS
Avantax Advisory Services
Texas
$3.25M
3
AI
Atria Investments
North Carolina
$3.47M
4
NA
NewEdge Advisors
Louisiana
$3.31M
5
TRCT
Tower Research Capital (TRC)
New York
$1.84M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.85M
2
Bank of America
Bank of America
North Carolina
$136M
3
ES
Eagle Strategies
New York
$1.45M
4
Ameriprise
Ameriprise
Minnesota
$27.3M
5
Morgan Stanley
Morgan Stanley
New York
$55.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
176
AssetMark Inc
California
$11.2K +$5.2K +271 +87%
SIS
177
Sound Income Strategies
Florida
$9.75K – – –
PFA
178
Pathway Financial Advisers
Indiana
$6.37K +$6.37K +332 New
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$6.37K -$9.36K -500 -60%
NSIM
180
North Star Investment Management
Illinois
$5.76K -$8.44K -440 -59%
KFI
181
Key Financial Inc
Pennsylvania
$4.78K – – –
FSWA
182
Financial Synergies Wealth Advisors
Texas
$4.61K – – –
FA
183
Financial Avengers
California
$4.61K +$4.61K +240 New
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.54K – – –
CWC
185
Carolinas Wealth Consulting
North Carolina
$4.27K -$18 -1 -0.4%
Simplex Trading
186
Simplex Trading
Illinois
$4K +$4K +222 New
SS
187
Sunbelt Securities
Texas
$3.73K +$3.73K +194 New
VF
188
VitalStone Financial
Texas
$3K -$102 -5 -3%
CSPIA
189
Cary Street Partners Investment Advisory
Virginia
$2.53K – – –
SCA
190
Stonebridge Capital Advisors
Minnesota
$1.25K – – –
GWMIA
191
Global Wealth Management Investment Advisory
Florida
$76 – – –
MFT
192
Moisand Fitzgerald Tamayo
Florida
$20 +$20 +1 New
CA
193
Calton & Associates
Florida
– -$898K -46,713 Closed
AWA
194
Arete Wealth Advisors
Illinois
– -$739K -38,444 Closed
C
195
Certuity
Florida
– -$730K -38,000 Closed
HF
196
HRT Financial
New York
– -$581K -30,229 Closed
Goldman Sachs
197
Goldman Sachs
New York
– -$498K -25,919 Closed
GSIAS
198
Garden State Investment Advisory Services
New Jersey
– -$299K -15,577 Closed
SPC
199
Sigma Planning Corp
Michigan
– -$285K -14,804 Closed
FPGK
200
Financial Partners Group (Kansas)
Kansas
– -$283K -13,908 Closed
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