Invesco High Yield Equity Dividend Achievers ETF
206 hedge funds and large institutions have $1.5B invested in Invesco High Yield Equity Dividend Achievers ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 14 closing their positions.
1,460% more call options, than puts
Call options by funds: $749K | Put options by funds: $48K
162% more capital invested
Capital invested by funds: $572M → $1.5B (+$928M)
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
81% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 43
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more funds holding
Funds holding: 192 → 206 (+14)
3.27% more ownership
Funds ownership: 46.39% → 49.67% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$39.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$26.9M |
| 3 |
Morgan Stanley
New York
|
+$8.66M |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$8.42M |
| 5 |
ES
Eagle Strategies
New York
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.3M |
| 2 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
-$2.08M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.96M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.63M |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$998K |
PEY Hedge Fund Activity: Q4 2022 in Review
206 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2022, worth a combined $1.5B — up 162% from $572M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PEY positions and 14 closed out — a net gain of 18 holders — while 78 added to existing stakes and 43 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $39.5M. The largest seller was Susquehanna International Group, cutting an estimated $3.3M.
- 206 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2022, up from 192 in Q3 2022.
- Funds reported $1.5B of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2022, up 162% quarter-over-quarter.
- 32 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2022 and 14 closed out, a net change of +18 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $39.5M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.3M sold.
Based on aggregated 13F filings for Q4 2022.