Invesco High Yield Equity Dividend Achievers ETF
192 hedge funds and large institutions have $455M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 18 closing their positions.
71% more call options, than puts
Call options by funds: $1.55M | Put options by funds: $906K
13% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 61
0.26% less ownership
Funds ownership: 38.72% → 38.46% (-0.26%)
2% less capital invested
Capital invested by funds: $462M → $455M (-$7.77M)
4% less funds holding
Funds holding: 201 → 192 (-9)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$4.03M |
| 2 |
Two Sigma Investments
New York
|
+$3.7M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.3M |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$990K |
| 5 |
AF
Apexium Financial
Dallas,
Texas
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.49M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$3.21M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.93M |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
-$2.2M |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Citadel Advisors
Miami,
Florida
| – | -$217K | -10,029 | Closed |
|
|
FFN
202
Focus Financial Network
Minneapolis,
Minnesota
| – | -$202K | -9,518 | Closed |
|
|
EW
203
Element Wealth
Ridgeland,
Mississippi
| – | -$145K | -6,818 | Closed |
|
|
PCWA
204
Pacific Capital Wealth Advisors
Corona,
California
| – | -$115K | -5,400 | Closed |
|
|
SIM
205
Synergy Investment Management
Altamonte Springs,
Florida
| – | -$67.6K | -3,181 | Closed |
|
|
DJSG
206
D.J. St. Germain
Springfield,
Massachusetts
| – | -$31.9K | -1,500 | Closed |
|
|
PFA
207
Pathway Financial Advisers
Auburn,
Indiana
| – | -$7.05K | -332 | Closed |
|
208
Simplex Trading
Chicago,
Illinois
| – | -$6K | -299 | Closed |
|
|
BCMLT
209
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$5.97K | -281 | Closed |
|
|
CAS
210
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.3K | -156 | Closed |
|
|
NWWA
211
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$1.13K | -53 | Closed |
|
PEY Hedge Fund Activity: Q1 2025 in Review
192 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2025, worth a combined $455M — down 1.7% from $462M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of PEY and 14 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 69 added.
The largest buyer was AlphaCore Capital, opening a new position worth an estimated $4.03M. The largest seller was Morgan Stanley, cutting an estimated $4.49M.
- 192 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2025, down from 201 in Q4 2024.
- Funds reported $455M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2025, down 1.7% quarter-over-quarter.
- 14 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2025 was AlphaCore Capital, an estimated $4.03M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2025 was Morgan Stanley, an estimated $4.49M sold.
Based on aggregated 13F filings for Q1 2025.