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Invesco High Yield Equity Dividend Achievers ETF

209 hedge funds and large institutions have $619M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+17
Holders Change %
+8.85%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
60
Reduced
71
Closed
15
Calls
$1.05M
Puts
$152K
Net Calls
+$899K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
176
SOA Wealth Advisors
New York
$28.3K +$465 +22 +2%
AWM
177
Avior Wealth Management
Nebraska
$26.9K +$444 +21 +2%
KFI
178
Key Financial Inc
Pennsylvania
$22.4K +$17.1K +810 +325%
NP
179
NorthRock Partners
Minnesota
$21.4K +$21.4K +1,010 New
WIM
180
Westside Investment Management
California
$21.1K
HI
181
Hoey Investments
Pennsylvania
$21.1K
LFA
182
LGT Financial Advisors
Texas
$21.1K
BBPWM
183
Blue Bell Private Wealth Management
Pennsylvania
$20.9K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$20.1K
ASN
185
Advisory Services Network
Georgia
$19.7K -$422K -19,996 -96%
WWM
186
Wagner Wealth Management
South Carolina
$19.1K +$211 +10 +1%
AF
187
Allworth Financial
California
$17.2K
CFO
188
CVA Family Office
Colorado
$16.9K +$16.9K +798 New
AA
189
Addison Advisors
Vermont
$15.9K
NC
190
NewSquare Capital
Pennsylvania
$14.8K
FG
191
Fairman Group
Pennsylvania
$13.6K +$13.6K +641 New
PA
192
Parallel Advisors
California
$12.8K +$148 +7 +1%
IPW
193
Impact Partnership Wealth
Georgia
$12.7K
SIS
194
Sound Income Strategies
Florida
$10.7K
FFA
195
Farther Finance Advisors
California
$9.34K +$9.34K +442 New
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$7.27K
PFA
197
Pathway Financial Advisers
Indiana
$7.01K
AssetMark Inc
198
AssetMark Inc
California
$6.58K -$5.73K -271 -47%
NSIM
199
North Star Investment Management
Illinois
$6.34K
William Blair & Company
200
William Blair & Company
Illinois
$5.29K +$5.29K +250 New