We are live on ! Find out more
PEY icon

Invesco High Yield Equity Dividend Achievers ETF
PEY

54 hedge funds and large institutions have $112M invested in Invesco High Yield Equity Dividend Achievers ETF in 2013 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.81% more ownership

Funds ownership: 0% → 34.81% (+35%)

Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$39.2M +$39.1M +3,657,099 New
BUB
2
BBVA USA Bancshares
Texas
$14M +$13.9M +1,304,458 New
Morgan Stanley
3
Morgan Stanley
New York
$10.6M +$10.5M +986,493 New
Invesco
4
Invesco
Georgia
$6.81M +$6.79M +634,929 New
MWM
5
Merriman Wealth Management
Washington
$6.7M +$6.67M +624,269 New
U
6
UBS
Switzerland
$4.38M +$4.36M +408,400 New
IAS
7
IMA Advisory Services
Colorado
$4.03M +$4.01M +375,360 New
Wells Fargo
8
Wells Fargo
California
$3.31M +$3.3M +308,691 New
CWM
9
Cabot Wealth Management
Massachusetts
$2.97M +$2.96M +276,989 New
LPL Financial
10
LPL Financial
California
$2M +$1.99M +186,423 New
FHC
11
First Heartland Consultants
Missouri
$1.53M +$1.53M +142,845 New
SF
12
Synovus Financial
Georgia
$1.49M +$1.48M +138,580 New
FAAS
13
First Allied Advisory Services
California
$1.4M +$1.4M +130,640 New
NCM
14
Novare Capital Management
North Carolina
$1M +$999K +93,495 New
BAAM
15
Baker Avenue Asset Management
California
$987K +$983K +91,995 New
SC
16
SouthState Corp
Florida
$886K +$882K +82,562 New
GIA
17
GHP Investment Advisors
Colorado
$850K +$847K +79,217 New
CAN
18
Cetera Advisor Networks
California
$822K +$819K +76,616 New
RJA
19
Raymond James & Associates
Florida
$804K +$800K +74,906 New
CWM
20
Concert Wealth Management
California
$718K – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$687K +$684K +63,983 New
B
22
Baird
Wisconsin
$674K +$671K +62,827 New
Deutsche Bank
23
Deutsche Bank
Germany
$545K +$545K +50,982 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$442K +$440K +41,181 New
JWM
25
Jacobus Wealth Management
Wisconsin
$440K +$438K +41,010 New
1
2 3

PEY Hedge Fund Activity: Q2 2013 in Review

54 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2013, worth a combined $112M.

Buyers outnumbered sellers: 54 funds opened new PEY positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

  • 54 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $112M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2013.
  • 54 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2013 and 0 closed out, a net change of +54 holders.

Based on aggregated 13F filings for Q2 2013.