Invesco High Yield Equity Dividend Achievers ETF
133 hedge funds and large institutions have $294M invested in Invesco High Yield Equity Dividend Achievers ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 38 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
19% more capital invested
Capital invested by funds: $247M → $294M (+$46.8M)
11% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 38
3% more funds holding
Funds holding: 129 → 133 (+4)
0.64% less ownership
Funds ownership: 33.58% → 32.94% (-0.64%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.43M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.5M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$1.87M |
| 4 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$1.19M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$843K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$4.22M |
| 2 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2M |
| 3 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$925K |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$817K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$641K |
PEY Hedge Fund Activity: Q1 2021 in Review
133 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q1 2021, worth a combined $294M — up 19% from $247M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PEY positions and 13 closed out — a net gain of 9 holders — while 42 added to existing stakes and 38 trimmed.
The largest buyer was Bank of America, adding an estimated $4.43M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $4.22M.
- 133 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q1 2021, up from 129 in Q4 2020.
- Funds reported $294M of Invesco High Yield Equity Dividend Achievers ETF stock for Q1 2021, up 19% quarter-over-quarter.
- 22 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q1 2021 and 13 closed out, a net change of +9 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q1 2021 was Bank of America, an estimated $4.43M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q1 2021 was Benjamin F. Edwards & Company, an estimated $4.22M sold.
Based on aggregated 13F filings for Q1 2021.