Invesco High Yield Equity Dividend Achievers ETF
89 hedge funds and large institutions have $339M invested in Invesco High Yield Equity Dividend Achievers ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 32
1% more capital invested
Capital invested by funds: $336M → $339M (+$2.78M)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less funds holding
Funds holding: 90 → 89 (-1)
3.26% less ownership
Funds ownership: 36.62% → 33.36% (-3.3%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$7.65M |
| 2 |
Morgan Stanley
New York
|
+$6.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.56M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.19M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$6.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.84M |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$5.84M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.17M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$3.12M |
PEY Hedge Fund Activity: Q3 2016 in Review
89 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2016, worth a combined $339M — up 0.83% from $336M a quarter earlier.
Fund positioning in PEY was balanced in Q3 2016: 6 funds opened new positions, 6 closed out, 36 added to existing stakes and 32 trimmed.
The largest buyer was Merriman Wealth Management, opening a new position worth an estimated $7.65M. The largest seller was Niemann Capital Management, cutting an estimated $6.46M.
- 89 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2016, down from 90 in Q2 2016.
- Funds reported $339M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2016, up 0.83% quarter-over-quarter.
- 6 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2016 and 6 closed out, a net change of 0 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2016 was Merriman Wealth Management, an estimated $7.65M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2016 was Niemann Capital Management, an estimated $6.46M sold.
Based on aggregated 13F filings for Q3 2016.