Invesco High Yield Equity Dividend Achievers ETF
90 hedge funds and large institutions have $334M invested in Invesco High Yield Equity Dividend Achievers ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 5 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
64% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 22
26% more capital invested
Capital invested by funds: $264M → $334M (+$69.2M)
10% more funds holding
Funds holding: 82 → 90 (+8)
2.31% less ownership
Funds ownership: 38.93% → 36.62% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$13.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$9.57M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$9.25M |
| 5 |
Morgan Stanley
New York
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.41M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.3M |
| 3 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$2.24M |
| 4 |
Citigroup
New York
|
-$1.65M |
| 5 |
Goldman Sachs
New York
|
-$1.56M |
PEY Hedge Fund Activity: Q2 2016 in Review
90 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2016, worth a combined $334M — up 26% from $264M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PEY positions and 5 closed out — a net gain of 8 holders — while 36 added to existing stakes and 22 trimmed.
The largest buyer was Niemann Capital Management, opening a new position worth an estimated $13.5M. The largest seller was Invesco, cutting an estimated $9.41M.
- 90 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2016, up from 82 in Q1 2016.
- Funds reported $334M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2016, up 26% quarter-over-quarter.
- 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2016 and 5 closed out, a net change of +8 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2016 was Niemann Capital Management, an estimated $13.5M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2016 was Invesco, an estimated $9.41M sold.
Based on aggregated 13F filings for Q2 2016.