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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$131M
2
VF
2
Virtu Financial
New York
$1.95M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.94M
4
AF
4
Apexium Financial
Texas
$1.16M
5
LPL Financial
5
LPL Financial
California
$41.2M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
176
Aptus Capital Advisors
Alabama
$15.8K +$106 +5 +0.7%
AF
177
Allworth Financial
California
$15.1K – – –
NC
178
NewSquare Capital
Pennsylvania
$14.9K – – –
SIS
179
Sound Income Strategies
Florida
$14.2K +$43 +2 +0.3%
FG
180
Fairman Group
Pennsylvania
$13.6K – – –
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$11.6K – – –
PA
182
Parallel Advisors
California
$7.93K +$106 +5 +1%
VWM
183
Vermillion Wealth Management
Minnesota
$7.85K +$7.85K +369 New
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$7.65K – – –
PFA
185
Pathway Financial Advisers
Indiana
$7.05K – – –
NWMP
186
Noble Wealth Management PBC
Colorado
$6.72K +$6.72K +316 New
NSIM
187
North Star Investment Management
Illinois
$6.38K – – –
Simplex Trading
188
Simplex Trading
Illinois
$6K +$6K +299 New
BCMLT
189
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.97K +$64 +3 +1%
KFI
190
Key Financial Inc
Pennsylvania
$5.29K – – –
CWC
191
Carolinas Wealth Consulting
North Carolina
$5.1K +$42 +2 +0.8%
SS
192
Sunbelt Securities
Texas
$4.18K +$21 +1 +0.5%
CAS
193
Coppell Advisory Solutions
Texas
$3.3K – – –
DWM
194
Dogwood Wealth Management
Kansas
$2.34K +$2.34K +110 New
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$1.74K – – –
NWWA
196
New Wave Wealth Advisors
Arkansas
$1.13K +$1.13K +53 New
NS
197
NBC Securities
Alabama
$88 -$80.3K -3,649 -100%
LI
198
LRI Investments
Florida
$21 – – –
AWM
199
Atticus Wealth Management
Florida
$1 – – –
PWM
200
Provident Wealth Management
Tennessee
– -$4.53M -206,603 Closed
5 6 7
8
9