Invesco High Yield Equity Dividend Achievers ETF
197 hedge funds and large institutions have $602M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.
3,725% more call options, than puts
Call options by funds: $459K | Put options by funds: $12K
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
2% more funds holding
Funds holding: 193 → 197 (+4)
6% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 64
2.38% less ownership
Funds ownership: 47.69% → 45.31% (-2.4%)
14% less capital invested
Capital invested by funds: $698M → $602M (-$95.2M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.02M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$4.26M |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
+$2.65M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.51M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.15M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$15.2M |
| 3 |
LPL Financial
San Diego,
California
|
-$10.5M |
| 4 |
ES
Eagle Strategies
New York
|
-$8.33M |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$6.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
201
Kestra Advisory Services
Austin,
Texas
| – | -$1.4M | -70,509 | Closed |
|
|
PMG
202
ProVise Management Group
Clearwater,
Florida
| – | -$646K | -32,407 | Closed |
|
|
BAM
203
Belpointe Asset Management
Reno,
Nevada
| – | -$561K | -28,171 | Closed |
|
|
FTUS
204
Flow Traders U.S.
New York
| – | -$531K | -26,663 | Closed |
|
|
AAS
205
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$455K | -22,860 | Closed |
|
|
KIA
206
KCM Investment Advisors
Greenbrae,
California
| – | -$306K | -15,377 | Closed |
|
207
Cerity Partners
New York
| – | -$248K | -12,498 | Closed |
|
|
SIM
208
Seaview Investment Managers
Miami,
Florida
| – | -$204K | -10,222 | Closed |
|
209
Simplex Trading
Chicago,
Illinois
| – | -$108K | -5,438 | Closed |
|
|
BA
210
Bristlecone Advisors
Bellevue,
Washington
| – | -$108K | -5,405 | Closed |
|
211
BlackRock
New York
| – | -$27.8K | -1,396 | Closed |
|
|
FCA
212
Fortis Capital Advisors
Prairie Village,
Kansas
| – | -$19.9K | -1,000 | Closed |
|
PEY Hedge Fund Activity: Q2 2023 in Review
197 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2023, worth a combined $602M — down 14% from $698M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PEY positions and 14 closed out — a net gain of 8 holders — while 60 added to existing stakes and 64 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.02M. The largest seller was Bank of America, cutting an estimated $17.2M.
- 197 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2023, up from 193 in Q1 2023.
- Funds reported $602M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2023, down 14% quarter-over-quarter.
- 22 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2023 and 14 closed out, a net change of +8 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2023 was Wells Fargo, an estimated $6.02M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2023 was Bank of America, an estimated $17.2M sold.
Based on aggregated 13F filings for Q2 2023.