Invesco High Yield Equity Dividend Achievers ETF
62 hedge funds and large institutions have $123M invested in Invesco High Yield Equity Dividend Achievers ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
15% more funds holding
Funds holding: 54 → 62 (+8)
10% more capital invested
Capital invested by funds: $112M → $123M (+$11.1M)
1.48% more ownership
Funds ownership: 34.81% → 36.29% (+1.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.7M |
| 3 |
Morgan Stanley
New York
|
+$1.23M |
| 4 |
LPL Financial
San Diego,
California
|
+$851K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$723K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$582K |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$431K |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$399K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$210K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$166K |
PEY Hedge Fund Activity: Q3 2013 in Review
62 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2013, worth a combined $123M — up 9.9% from $112M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PEY positions and 3 closed out — a net gain of 9 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3M. The largest seller was UBS, cutting an estimated $582K.
- 62 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2013, up from 54 in Q2 2013.
- Funds reported $123M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2013, up 9.9% quarter-over-quarter.
- 12 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2013 and 3 closed out, a net change of +9 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2013 was Royal Bank of Canada, an estimated $3M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2013 was UBS, an estimated $582K sold.
Based on aggregated 13F filings for Q3 2013.