Invesco High Yield Equity Dividend Achievers ETF
116 hedge funds and large institutions have $402M invested in Invesco High Yield Equity Dividend Achievers ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
86% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 28
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more funds holding
Funds holding: 103 → 116 (+13)
8% more capital invested
Capital invested by funds: $370M → $402M (+$31.4M)
2.69% more ownership
Funds ownership: 34.51% → 37.19% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$11M |
| 2 |
Morgan Stanley
New York
|
+$8.87M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$6.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.92M |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$5.16M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.6M |
| 3 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$1.72M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$519K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$459K |
PEY Hedge Fund Activity: Q1 2017 in Review
116 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2017, worth a combined $402M — up 8.5% from $370M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PEY positions and 3 closed out — a net gain of 14 holders — while 52 added to existing stakes and 28 trimmed.
The largest buyer was Bouchey Financial Group, opening a new position worth an estimated $11M. The largest seller was FundX Investment Group, cutting an estimated $5.16M.
- 116 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2017, up from 103 in Q4 2016.
- Funds reported $402M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2017, up 8.5% quarter-over-quarter.
- 17 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2017 and 3 closed out, a net change of +14 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2017 was Bouchey Financial Group, an estimated $11M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2017 was FundX Investment Group, an estimated $5.16M sold.
Based on aggregated 13F filings for Q1 2017.