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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
176
Key Financial Inc
Pennsylvania
$10.9K +$5.52K +257 +103%
PA
177
Parallel Advisors
California
$8.09K +$86 +4 +1%
VWM
178
Vermillion Wealth Management
Minnesota
$7.92K – – –
NWMP
179
Noble Wealth Management PBC
Colorado
$6.79K – – –
NSIM
180
North Star Investment Management
Illinois
$6.44K – – –
CA
181
CoreCap Advisors
Michigan
$6.23K -$376K -17,502 -98%
CWC
182
Carolinas Wealth Consulting
North Carolina
$5.2K +$43 +2 +0.8%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$5.02K -$2.71K -126 -35%
1NWS
184
1 North Wealth Services
Maryland
$2.68K +$2.68K +125 New
DWM
185
Dogwood Wealth Management
Kansas
$2.39K +$21 +1 +0.9%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$1.76K – – –
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$773 +$773 +36 New
LI
188
LRI Investments
Florida
$21 – – –
AWM
189
Atticus Wealth Management
Florida
$1 -$1 – –
AWM
190
Axxcess Wealth Management
California
– -$3.21M -151,213 Closed
CRI
191
Colonial River Investments
Virginia
– -$2.11M -99,448 Closed
VF
192
Virtu Financial
New York
– -$1.95M -91,489 Closed
FIA
193
Foundations Investment Advisors
Arizona
– -$1.79M -84,386 Closed
SW
194
SteelPeak Wealth
California
– -$670K -31,497 Closed
GM
195
GeoWealth Management
Illinois
– -$625K -29,386 Closed
IA
196
IFG Advisory
Georgia
– -$333K -15,644 Closed
Citadel Advisors
197
Citadel Advisors
Florida
– -$213K -10,029 Closed
FFN
198
Focus Financial Network
Minnesota
– -$202K -9,518 Closed
EW
199
Element Wealth
Mississippi
– -$145K -6,818 Closed
PCWA
200
Pacific Capital Wealth Advisors
California
– -$115K -5,400 Closed
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