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Invesco High Yield Equity Dividend Achievers ETF

200 hedge funds and large institutions have $441M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-9
Holders Change %
-4.31%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
65
Reduced
73
Closed
22
Calls
$801K
Puts
$210K
Net Calls
+$591K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
176
PFG Private Wealth Management
Florida
$19.6K +$19.6K +1,000 New
LFG
177
Larson Financial Group
Missouri
$19.6K +$19.6K +1,000 New
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$19.4K
WWM
179
Wagner Wealth Management
South Carolina
$18.2K +$196 +10 +1%
CFO
180
CVA Family Office
Colorado
$15.7K
AA
181
Addison Advisors
Vermont
$14.7K
AF
182
Allworth Financial
California
$14.7K -$2.3K -110 -14%
NC
183
NewSquare Capital
Pennsylvania
$13.7K
SIS
184
Sound Income Strategies
Florida
$13K +$3.07K +156 +31%
FG
185
Fairman Group
Pennsylvania
$12.6K
AWM
186
Avior Wealth Management
Nebraska
$9.42K -$15.9K -808 -63%
CAS
187
Coppell Advisory Solutions
Texas
$9.15K +$9.15K +466 New
FFA
188
Farther Finance Advisors
California
$8.71K +$97 +5 +1%
CFB
189
Cullen/Frost Bankers
Texas
$8.13K +$79 +4 +1%
PA
190
Parallel Advisors
California
$7.17K +$79 +4 +1%
PFA
191
Pathway Financial Advisers
Indiana
$6.52K +$20 +1 +0.3%
CA
192
CoreCap Advisors
Michigan
$5.91K
NSIM
193
North Star Investment Management
Illinois
$5.89K
BCMLT
194
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.39K +$59 +3 +1%
KFI
195
Key Financial Inc
Pennsylvania
$4.89K
CWC
196
Carolinas Wealth Consulting
North Carolina
$4.61K +$59 +3 +1%
SS
197
Sunbelt Securities
Texas
$3.86K
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1.61K +$1.61K +82 New
William Blair & Company
199
William Blair & Company
Illinois
$1.57K
VF
200
VitalStone Financial
Texas
$157