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Invesco High Yield Equity Dividend Achievers ETF

131 hedge funds and large institutions have $239M invested in Invesco High Yield Equity Dividend Achievers ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+14
Holders Change %
+11.97%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
30
Reduced
42
Closed
16
Calls
$1.32M
Puts
Net Calls
+$1.32M
Net Calls Change
+$229K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$72.4M -$4.75M -300,107 -6%
Morgan Stanley
2
Morgan Stanley
New York
$23.4M -$1.4M -88,537 -6%
SL
3
Salomon & Ludwin
Virginia
$17.9M +$17.9M +1,126,883 New
UCFA
4
United Capital Financial Advisors
Texas
$17.4M +$136K +8,558 +0.8%
AIP
5
Ahrens Investment Partners
Louisiana
$15.6M +$253K +16,000 +2%
Wells Fargo
6
Wells Fargo
California
$13.8M +$1.34M +84,846 +11%
UBS Group
7
UBS Group
Switzerland
$9.29M -$629K -39,682 -6%
LPL Financial
8
LPL Financial
California
$4.34M +$371K +23,396 +9%
CAL
9
Capital Advisors Ltd
Ohio
$4.25M +$65.5K +4,136 +2%
FIG
10
FundX Investment Group
California
$3.95M +$3.95M +249,092 New
Ameriprise
11
Ameriprise
Minnesota
$3.39M +$162K +10,241 +5%
RJA
12
Raymond James & Associates
Florida
$2.88M -$384K -24,257 -12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.65M -$4.2K -265 -0.2%
OIA
14
OneDigital Investment Advisors
Kansas
$2.41M +$2.41M +151,970 New
SF
15
Synovus Financial
Georgia
$2.16M -$118K -7,451 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.7M -$208K -13,127 -11%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.55M +$323K +20,367 +26%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$1.5M +$1.5M +94,517 New
SWM
19
Sequoia Wealth Management
Illinois
$1.35M -$38.1K -2,404 -3%
HR
20
Howe & Rusling
New York
$1.34M +$1.29M +81,764 +2,690%
VF
21
Virtu Financial
New York
$1.32M +$1.32M +83,077 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.23M -$260K -16,383 -17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.2M +$263K +16,608 +28%
SCM
24
Sterling Capital Management
North Carolina
$1.19M +$1.19M +75,000 New
OC
25
Oppenheimer & Co
New York
$1.18M -$7.64K -482 -0.6%