Invesco High Yield Equity Dividend Achievers ETF
127 hedge funds and large institutions have $267M invested in Invesco High Yield Equity Dividend Achievers ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 19 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 36
11% more capital invested
Capital invested by funds: $240M → $267M (+$27.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
2.05% less ownership
Funds ownership: 35.7% → 33.65% (-2%)
3% less funds holding
Funds holding: 131 → 127 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.32M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.54M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.22M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$908K |
| 5 |
Morgan Stanley
New York
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
-$3.95M |
| 2 |
JP Morgan Chase
New York
|
-$1.63M |
| 3 |
VF
Virtu Financial
New York
|
-$1.32M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$1.19M |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$806K |
PEY Hedge Fund Activity: Q1 2019 in Review
127 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2019, worth a combined $267M — up 11% from $240M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of PEY and 18 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 45 added.
The largest buyer was Bank of America, adding an estimated $4.32M. The largest seller was FundX Investment Group, exiting entirely with an estimated $3.95M sold.
- 127 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2019, down from 131 in Q4 2018.
- Funds reported $267M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2019 and 19 closed out, a net change of -1 holder.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2019 was Bank of America, an estimated $4.32M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2019 was FundX Investment Group, an estimated $3.95M sold.
Based on aggregated 13F filings for Q1 2019.