Invesco High Yield Equity Dividend Achievers ETF
117 hedge funds and large institutions have $251M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
48% more capital invested
Capital invested by funds: $169M → $251M (+$81.7M)
9.93% more ownership
Funds ownership: 22.45% → 32.38% (+9.9%)
6% more funds holding
Funds holding: 110 → 117 (+7)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$77.3M |
| 2 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$2.96M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$466K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.62M |
| 2 |
Morgan Stanley
New York
|
-$1.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$812K |
| 4 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$528K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$474K |
PEY Hedge Fund Activity: Q3 2018 in Review
117 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2018, worth a combined $251M — up 48% from $169M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PEY positions and 12 closed out — a net gain of 10 holders — while 33 added to existing stakes and 32 trimmed.
The largest buyer was Bank of America, adding an estimated $77.3M. The largest seller was UBS Group, cutting an estimated $2.62M.
- 117 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2018, up from 110 in Q2 2018.
- Funds reported $251M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2018, up 48% quarter-over-quarter.
- 22 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2018 and 12 closed out, a net change of +10 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2018 was Bank of America, an estimated $77.3M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2018 was UBS Group, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2018.