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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+7
Holders Change %
+6.36%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
33
Reduced
32
Closed
12
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$1.09M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$77.1M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.95M
3
Wells Fargo
Wells Fargo
California
+$1.23M
4
Creative Planning
Creative Planning
Kansas
+$465K
5
BAM
Belpointe Asset Management
Nevada
+$457K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.62M
2
Morgan Stanley
Morgan Stanley
New York
-$1.62M
3
LPL Financial
LPL Financial
California
-$810K
4
BRF
B. Riley Financial
California
-$528K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$473K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$87.4M +$77.1M +4,296,171 +744%
Morgan Stanley
2
Morgan Stanley
New York
$28.1M -$1.62M -90,307 -5%
UCFA
3
United Capital Financial Advisors
Texas
$19.5M +$85.8K +4,780 +0.4%
AIP
4
Ahrens Investment Partners
Louisiana
$17.4M +$349K +19,446 +2%
Wells Fargo
5
Wells Fargo
California
$14.1M +$1.23M +68,651 +10%
UBS Group
6
UBS Group
Switzerland
$11.2M -$2.62M -145,818 -19%
MWM
7
Merriman Wealth Management
Washington
$7.58M -$21.1K -1,177 -0.3%
CAL
8
Capital Advisors Ltd
Ohio
$4.74M -$7.79K -434 -0.2%
LPL Financial
9
LPL Financial
California
$4.5M -$810K -45,161 -15%
RFWA
10
RPg Family Wealth Advisory
Massachusetts
$3.92M +$2.95M +164,437 +304%
RJA
11
Raymond James & Associates
Florida
$3.69M +$56K +3,122 +2%
Ameriprise
12
Ameriprise
Minnesota
$3.66M +$33.8K +1,886 +0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.01M +$115K +6,420 +4%
SF
14
Synovus Financial
Georgia
$2.58M -$168K -9,389 -6%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.16M +$80.2K +4,472 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.69M -$226K -12,572 -12%
BRWM
17
B. Riley Wealth Management
Tennessee
$1.6M +$1.6M +89,089 New
CA
18
Cetera Advisors
Colorado
$1.59M +$303K +16,887 +24%
SWM
19
Sequoia Wealth Management
Illinois
$1.58M +$435K +24,192 +38%
CCA
20
Clearwater Capital Advisors
Illinois
$1.44M -$349K -19,478 -20%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.39M +$378K +21,041 +37%
OC
22
Oppenheimer & Co
New York
$1.34M +$206K +11,494 +18%
AG
23
Advisor Group
Arizona
$1.1M +$184K +10,292 +20%
NCM
24
Novare Capital Management
North Carolina
$1.07M – – –
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.07M +$146K +8,140 +16%
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