Invesco High Yield Equity Dividend Achievers ETF
211 hedge funds and large institutions have $620M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 72 reducing their positions, and 15 closing their positions.
591% more call options, than puts
Call options by funds: $1.05M | Put options by funds: $152K
120% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 15
13% more capital invested
Capital invested by funds: $548M → $620M (+$71.8M)
9% more funds holding
Funds holding: 194 → 211 (+17)
2.7% more ownership
Funds ownership: 43.29% → 45.99% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.6M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$4.61M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.33M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.05M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$20.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$8.47M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$8.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.23M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$6.04M |
PEY Hedge Fund Activity: Q4 2023 in Review
211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2023, worth a combined $620M — up 13% from $548M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PEY positions and 15 closed out — a net gain of 18 holders — while 60 added to existing stakes and 72 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.6M. The largest seller was United Capital Financial Advisors, cutting an estimated $20.2M.
- 211 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2023, up from 194 in Q3 2023.
- Funds reported $620M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 33 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2023 and 15 closed out, a net change of +18 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $60.6M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2023 was United Capital Financial Advisors, an estimated $20.2M sold.
Based on aggregated 13F filings for Q4 2023.