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Invesco High Yield Equity Dividend Achievers ETF

150 hedge funds and large institutions have $363M invested in Invesco High Yield Equity Dividend Achievers ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+25
Holders Change %
+20%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
31
Increased
45
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$101M +$3.27M +172,381 +3%
Morgan Stanley
2
Morgan Stanley
New York
$34.4M +$1.32M +69,478 +4%
OPS
3
Orion Portfolio Solutions
Nebraska
$30.7M +$30.7M +1,618,098 New
UCFA
4
United Capital Financial Advisors
Texas
$22.2M +$439K +23,139 +2%
SL
5
Salomon & Ludwin
Virginia
$19.5M -$1.38M -72,442 -7%
AIP
6
Ahrens Investment Partners
Louisiana
$16.9M -$174K -9,150 -1%
Wells Fargo
7
Wells Fargo
California
$15.1M +$628K +33,087 +4%
UBS Group
8
UBS Group
Switzerland
$15M +$1.06M +55,739 +8%
Invesco
9
Invesco
Georgia
$8.61M +$8.61M +453,409 New
LPL Financial
10
LPL Financial
California
$7.23M +$940K +49,510 +15%
FIG
11
FundX Investment Group
California
$5.54M +$5.54M +291,918 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.35M +$478K +25,186 +12%
CAL
13
Capital Advisors Ltd
Ohio
$4.34M +$110K +5,784 +3%
Ameriprise
14
Ameriprise
Minnesota
$4.01M -$163K -8,594 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.67M +$245K +12,910 +7%
RJA
16
Raymond James & Associates
Florida
$3.46M +$354K +18,647 +11%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.92M +$510K +26,920 +21%
OIA
18
OneDigital Investment Advisors
Kansas
$2.75M +$7.16K +377 +0.3%
SF
19
Synovus Financial
Georgia
$2.71M +$129K +6,779 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.71M +$220K +11,560 +9%
AC
21
AlphaCore Capital
California
$2.47M +$2.47M +130,086 New
HR
22
Howe & Rusling
New York
$2.2M -$836 -44 -0%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$2.08M +$127K +6,663 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.67M -$54.3K -2,858 -3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.64M +$120K +6,336 +8%