Invesco High Yield Equity Dividend Achievers ETF
132 hedge funds and large institutions have $231M invested in Invesco High Yield Equity Dividend Achievers ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 27 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.54% less ownership
Funds ownership: 38.25% → 37.71% (-0.54%)
11% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 46
13% less funds holding
Funds holding: 151 → 132 (-19)
36% less capital invested
Capital invested by funds: $363M → $231M (-$132M)
48% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.46M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.45M |
| 3 |
Morgan Stanley
New York
|
+$2.74M |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
+$2.5M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$8.61M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$5.54M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.18M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.27M |
PEY Hedge Fund Activity: Q1 2020 in Review
132 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2020, worth a combined $231M — down 36% from $363M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PEY and 14 opened new positions — a net loss of 13 holders — while 46 trimmed existing stakes and 41 added.
The largest buyer was Susquehanna International Group, adding an estimated $4.46M. The largest seller was Ahrens Investment Partners, cutting an estimated $11M.
- 132 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2020, down from 151 in Q4 2019.
- Funds reported $231M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2020, down 36% quarter-over-quarter.
- 14 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2020 and 27 closed out, a net change of -13 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $4.46M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2020 was Ahrens Investment Partners, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2020.