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Invesco High Yield Equity Dividend Achievers ETF

110 hedge funds and large institutions have $169M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
19
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.2M -$701K -39,802 -2%
UCFA
2
United Capital Financial Advisors
Texas
$19.1M -$366K -20,790 -2%
AIP
3
Ahrens Investment Partners
Louisiana
$16.7M +$188K +10,710 +1%
UBS Group
4
UBS Group
Switzerland
$13.6M +$302K +17,155 +2%
Wells Fargo
5
Wells Fargo
California
$12.7M -$11.4M -647,930 -47%
Bank of America
6
Bank of America
North Carolina
$10.2M -$80.3M -4,564,238 -89%
MWM
7
Merriman Wealth Management
Washington
$7.46M +$23.8K +1,351 +0.3%
LPL Financial
8
LPL Financial
California
$5.21M -$174K -9,912 -3%
CAL
9
Capital Advisors Ltd
Ohio
$4.66M +$53 +3 +0%
RJA
10
Raymond James & Associates
Florida
$3.57M +$143K +8,118 +4%
Ameriprise
11
Ameriprise
Minnesota
$3.56M -$424K -24,113 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.84M +$9.01K +512 +0.3%
SF
13
Synovus Financial
Georgia
$2.7M -$11.7K -663 -0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.04M -$90.6K -5,147 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.88M -$291K -16,563 -13%
CCA
16
Clearwater Capital Advisors
Illinois
$1.75M +$41.8K +2,375 +2%
CA
17
Cetera Advisors
Colorado
$1.26M -$105K -5,978 -8%
SWM
18
Sequoia Wealth Management
Illinois
$1.12M -$7.34M -417,492 -87%
OC
19
Oppenheimer & Co
New York
$1.11M -$161K -9,138 -13%
NCM
20
Novare Capital Management
North Carolina
$1.05M -$81.4K -4,625 -7%
MML Investors Services
21
MML Investors Services
Massachusetts
$992K -$267K -15,155 -21%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$990K -$333K -18,965 -25%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$951K -$21.9K -1,245 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$902K -$409K -23,268 -31%
AG
25
Advisor Group
Arizona
$893K -$83.7K -4,761 -9%