Invesco High Yield Equity Dividend Achievers ETF
131 hedge funds and large institutions have $240M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 29 increasing their positions, 43 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
12% more funds holding
Funds holding: 117 → 131 (+14)
3.29% more ownership
Funds ownership: 32.4% → 35.7% (+3.3%)
5% less capital invested
Capital invested by funds: $251M → $240M (-$11.7M)
33% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$4.28M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.61M |
| 3 |
JP Morgan Chase
New York
|
+$1.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.46M |
| 5 |
VF
Virtu Financial
New York
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$7.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.15M |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$2.88M |
| 4 |
Morgan Stanley
New York
|
-$1.52M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.07M |
PEY Hedge Fund Activity: Q4 2018 in Review
131 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2018, worth a combined $240M — down 4.6% from $251M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PEY positions and 16 closed out — a net gain of 14 holders — while 29 added to existing stakes and 43 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $4.28M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $7.58M sold.
- 131 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2018, up from 117 in Q3 2018.
- Funds reported $240M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2018, down 4.6% quarter-over-quarter.
- 30 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2018 and 16 closed out, a net change of +14 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2018 was FundX Investment Group, an estimated $4.28M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2018 was Merriman Wealth Management, an estimated $7.58M sold.
Based on aggregated 13F filings for Q4 2018.