Invesco High Yield Equity Dividend Achievers ETF
184 hedge funds and large institutions have $392M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 27 closing their positions.
31% more call options, than puts
Call options by funds: $1.29M | Put options by funds: $985K
0.62% less ownership
Funds ownership: 38.82% → 38.2% (-0.62%)
9% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 65
8% less funds holding
Funds holding: 200 → 184 (-16)
9% less capital invested
Capital invested by funds: $430M → $392M (-$38.2M)
52% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$12M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.47M |
| 3 |
VF
Virtu Financial
New York
|
+$1.39M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.19M |
| 5 |
D.E. Shaw & Co
New York
|
+$786K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$15.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$8.01M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
-$6.62M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.56M |
| 5 |
Morgan Stanley
New York
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
201
Palisade Asset Management
Minneapolis,
Minnesota
| – | -$82.2K | -3,900 | Closed |
|
|
JWM
202
JPL Wealth Management
Highlands Ranch,
Colorado
| – | -$74.6K | -3,540 | Closed |
|
|
GWSG
203
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$50K | -2,375 | Closed |
|
|
SWA
204
SOA Wealth Advisors
New York
| – | -$30.3K | -1,437 | Closed |
|
|
CAL
205
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$27K | -1,264 | Closed |
|
|
CPA
206
Cardiff Park Advisors
Carlsbad,
California
| – | -$26.2K | -1,245 | Closed |
|
207
Simplex Trading
Chicago,
Illinois
| – | -$22K | -1,059 | Closed |
|
|
WANY
208
Wealthspire Advisors (New York)
New York
| – | -$12.5K | -591 | Closed |
|
209
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$4.93K | -234 | Closed |
|
|
ASN
210
Advisory Services Network
Atlanta,
Georgia
| – | -$4.72K | -224 | Closed |
|
|
BTI
211
Blue Trust Inc
Alpharetta,
Georgia
| – | -$737 | -35 | Closed |
|
PEY Hedge Fund Activity: Q4 2025 in Review
184 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2025, worth a combined $392M — down 8.9% from $430M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PEY and 13 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 59 added.
The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $15.7M.
- 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2025, down from 200 in Q3 2025.
- Funds reported $392M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2025, down 8.9% quarter-over-quarter.
- 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of -14 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $12M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2025 was Bank of America, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2025.