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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

191 hedge funds and large institutions have $697M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-13
Holders Change %
-6.37%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
58
Reduced
64
Closed
31
Calls
$865K
Puts
$86K
Net Calls
+$779K
Net Calls Change
+$78K

Top Buyers

1
ES
Eagle Strategies
New York
$13.3M
2
Stifel Financial
Stifel Financial
Missouri
$9.85M
3
Ameriprise
Ameriprise
Minnesota
$37.2M
4
LPL Financial
LPL Financial
California
$61.4M
5
WA
Waverly Advisors
Alabama
$1.93M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$21.5M
2
OCM
One Capital Management
California
$0
3
AIA
Arrow Investment Advisors
Maryland
$0
4
CAN
Cetera Advisor Networks
California
$11.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
201
Money Concepts Capital
Florida
– -$447K -21,581 Closed
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
– -$339K -16,389 Closed
BFG
203
Bleakley Financial Group
New Jersey
– -$335K -16,172 Closed
GVAG
204
Great Valley Advisor Group
Delaware
– -$269K -13,010 Closed
BMWM
205
Brown Miller Wealth Management
Virginia
– -$262K -12,671 Closed
Northern Trust
206
Northern Trust
Illinois
– -$258K -12,476 Closed
BMCM
207
Burns Matteson Capital Management
New York
– -$254K -12,270 Closed
TC
208
TownSquare Capital
Utah
– -$248K -11,980 Closed
HIM
209
Hanlon Investment Management
New Jersey
– -$243K -11,743 Closed
OCG
210
Opus Capital Group
Ohio
– -$205K -9,920 Closed
EE
211
EWG Elevate
California
– -$175K -8,453 Closed
EWA
212
EP Wealth Advisors
California
– -$145K -7,026 Closed
Citadel Advisors
213
Citadel Advisors
Florida
– -$89.3K -4,314 Closed
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
– -$82K -4,000 Closed
TCWA
215
Ten Capital Wealth Advisors
Washington
– -$54.3K -2,624 Closed
ACA
216
Atlas Capital Advisors
Wyoming
– -$39.9K -1,928 Closed
WCAMG
217
Woodard & Company Asset Management Group
North Carolina
– -$37.2K -1,800 Closed
RIA
218
Realta Investment Advisors
Delaware
– -$29K -1,400 Closed
HNWAG
219
High Net Worth Advisory Group
Florida
– -$25.9K -1,250 Closed
MWM
220
MinichMacGregor Wealth Management
New York
– -$25K -1,206 Closed
ZIG
221
Zullo Investment Group
Pennsylvania
– -$20.7K -1,000 Closed
DWP
222
Destiny Wealth Partners
Florida
– -$9.31K -450 Closed
WWP
223
WR Wealth Planners
Missouri
– -$6.95K -336 Closed
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