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Invesco High Yield Equity Dividend Achievers ETF

118 hedge funds and large institutions have $278M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
9
Increased
34
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$87.5M -$25.6M -1,506,099 -23%
Morgan Stanley
2
Morgan Stanley
New York
$28.9M -$2.84M -166,641 -9%
Wells Fargo
3
Wells Fargo
California
$23.3M +$3.24M +190,357 +16%
UCFA
4
United Capital Financial Advisors
Texas
$18.8M -$124K -7,313 -0.7%
AIP
5
Ahrens Investment Partners
Louisiana
$16M +$357K +20,973 +2%
UBS Group
6
UBS Group
Switzerland
$12.8M +$1.36M +79,995 +12%
SWM
7
Sequoia Wealth Management
Illinois
$8.19M +$460K +26,991 +6%
MWM
8
Merriman Wealth Management
Washington
$7.19M +$7.19M +422,221 New
LPL Financial
9
LPL Financial
California
$5.21M -$40.7K -2,390 -0.8%
CAL
10
Capital Advisors Ltd
Ohio
$4.5M -$46.6K -2,738 -1%
LWS
11
Lucia Wealth Services
California
$4.46M +$4.05M +237,891 +979%
Ameriprise
12
Ameriprise
Minnesota
$3.85M +$437K +25,672 +13%
GIA
13
GHP Investment Advisors
Colorado
$3.36M +$43.8K +2,573 +1%
RJA
14
Raymond James & Associates
Florida
$3.31M +$84K +4,938 +3%
FHC
15
First Heartland Consultants
Missouri
$2.82M -$86.6K -5,091 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.74M +$432K +25,402 +19%
SF
17
Synovus Financial
Georgia
$2.62M +$85.1K +4,998 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.1M +$792K +46,532 +61%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.06M +$24.7K +1,453 +1%
CCA
20
Clearwater Capital Advisors
Illinois
$1.65M +$26.7K +1,570 +2%
Jane Street
21
Jane Street
New York
$1.41M -$597K -35,047 -30%
CA
22
Cetera Advisors
Colorado
$1.32M -$75.3K -4,436 -5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.28M +$422K +24,893 +49%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.27M -$889K -52,258 -41%
OC
25
Oppenheimer & Co
New York
$1.23M +$62.8K +3,686 +5%