Invesco High Yield Equity Dividend Achievers ETF
191 hedge funds and large institutions have $483M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 19 closing their positions.
443% more call options, than puts
Call options by funds: $1.29M | Put options by funds: $237K
9% more capital invested
Capital invested by funds: $442M → $483M (+$41.5M)
0.1% more ownership
Funds ownership: 38.65% → 38.75% (+0.1%)
6% less funds holding
Funds holding: 203 → 191 (-12)
14% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 71
47% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 19
Top Buyers
Top Sellers
| 1 |
VF
Virtu Financial
New York
|
-$3.43M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$911K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
201
HRT Financial
New York
| – | -$206K | -10,512 | Closed |
|
|
TSWM
202
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$83.4K | -4,245 | Closed |
|
|
FM
203
Family Management
New York
| – | -$39.3K | -2,000 | Closed |
|
|
GWANC
204
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$37.5K | -1,910 | Closed |
|
|
CCM
205
Chilton Capital Management
Houston,
Texas
| – | -$29.7K | -1,512 | Closed |
|
|
CAL
206
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$20K | -1,005 | Closed |
|
|
PPWM
207
PFG Private Wealth Management
Lutz,
Florida
| – | -$19.6K | -1,000 | Closed |
|
|
WWMSC
208
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$18.2K | -925 | Closed |
|
|
AWM
209
Avior Wealth Management
Omaha,
Nebraska
| – | -$9.42K | -479 | Closed |
|
210
William Blair & Company
Chicago,
Illinois
| – | -$1.57K | -80 | Closed |
|
PEY Hedge Fund Activity: Q3 2024 in Review
191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2024, worth a combined $483M — up 9.4% from $442M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PEY and 10 opened new positions — a net loss of 9 holders — while 71 trimmed existing stakes and 61 added.
The largest buyer was Evoke Wealth, adding an estimated $3.32M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.43M sold.
- 191 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2024, down from 203 in Q2 2024.
- Funds reported $483M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
- 10 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2024 and 19 closed out, a net change of -9 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2024 was Evoke Wealth, an estimated $3.32M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2024 was Virtu Financial, an estimated $3.43M sold.
Based on aggregated 13F filings for Q3 2024.