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Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$16.6K +$2.21K +110 +16%
CFO
177
CVA Family Office
Colorado
$16.3K
NC
178
NewSquare Capital
Pennsylvania
$14.3K
SIS
179
Sound Income Strategies
Florida
$13.7K +$40 +2 +0.3%
FG
180
Fairman Group
Pennsylvania
$13.1K
AA
181
Addison Advisors
Vermont
$12.5K -$2.82K -140 -19%
MWA
182
Medallion Wealth Advisors
Connecticut
$11K
LBC
183
Lowe Brockenbrough & Co
Virginia
$10.4K +$10.3K +512 New
HI
184
Hoey Investments
Pennsylvania
$10.2K -$4.45K -221 -31%
PA
185
Parallel Advisors
California
$7.79K +$101 +5 +1%
VWM
186
Vermillion Wealth Management
Minnesota
$7.53K
AF
187
Alerus Financial
North Dakota
$6.88K +$6.78K +337 New
SIS
188
Strategic Investment Solutions
Illinois
$6.12K +$6.04K +300 New
CA
189
CoreCap Advisors
Michigan
$5.92K
KFI
190
Key Financial Inc
Pennsylvania
$5.08K -$5.17K -257 -51%
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$4.78K
SWM
192
Spire Wealth Management
Virginia
$4.39K -$36.3K -1,805 -89%
SS
193
Sunbelt Securities
Texas
$4.2K -$7K -348 -64%
AssetMark Inc
194
AssetMark Inc
California
$3.57K +$3.52K +175 New
1NWS
195
1 North Wealth Services
Maryland
$2.55K
US Bancorp
196
US Bancorp
Minnesota
$2.45K -$9.34K -464 -79%
DWM
197
Dogwood Wealth Management
Kansas
$2.38K +$40 +2 +2%
BNP Paribas Financial Markets
198
BNP Paribas Financial Markets
France
$82 -$644 -32 -89%
LI
199
LRI Investments
Florida
$20
HighTower Advisors
200
HighTower Advisors
Illinois
-$2.04M -95,237 Closed

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.