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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

195 hedge funds and large institutions have $602M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 14 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
60
Reduced
62
Closed
14
Calls
$459K
Puts
$12K
Net Calls
+$447K
Net Calls Change
-$332K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$26.8M
2
WA
2
Waverly Advisors
Alabama
$6.1M
3
AC
3
AlphaCore Capital
California
$13.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$12M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$2.14M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$157M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
LPL Financial
3
LPL Financial
California
$48.8M
4
ES
4
Eagle Strategies
New York
$4.53M
5
IGWM
5
ICA Group Wealth Management
Colorado
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$157M 8,154,985 -890,903 -10%
Morgan Stanley
2
Morgan Stanley
New York
$57.8M 3,007,052 -248,241 -8%
LPL Financial
3
LPL Financial
California
$48.8M 2,538,173 -542,108 -18%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$43.5M 2,264,976 -23,450 -1%
Ameriprise
5
Ameriprise
Minnesota
$29.7M 1,543,337 -324,265 -17%
UCFA
6
United Capital Financial Advisors
Texas
$27.6M 1,434,073 +14,955 +1%
Wells Fargo
7
Wells Fargo
California
$26.8M 1,393,795 +312,197 +29%
UBS Group
8
UBS Group
Switzerland
$14.8M 769,407 -130,943 -15%
AC
9
AlphaCore Capital
California
$13.8M 716,605 +137,128 +24%
Stifel Financial
10
Stifel Financial
Missouri
$12M 624,622 +129,938 +26%
SL
11
Salomon & Ludwin
Virginia
$11.4M 591,970 -14,292 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.73M 402,234 -50,654 -11%
RJA
13
Raymond James & Associates
Florida
$7M 364,415 -9,081 -2%
EW
14
Evoke Wealth
California
$6.25M 325,065 – –
WA
15
Waverly Advisors
Alabama
$6.1M 317,318 +220,578 +228%
CAN
16
Cetera Advisor Networks
California
$5.87M 305,268 -259,351 -46%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.74M 298,764 +27,303 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.88M 253,711 +10,087 +4%
IRC
19
Investors Research Corp
Georgia
$4.7M 244,351 +6,696 +3%
ES
20
Eagle Strategies
New York
$4.53M 235,553 -431,617 -65%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.19M 217,869 -44,247 -17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.79M 197,132 -3,028 -2%
CAL
23
Capital Advisors Ltd
Ohio
$3.75M 194,834 – –
GIA
24
GHP Investment Advisors
Colorado
$3.5M 168,473 -7,975 -5%
PWM
25
Provident Wealth Management
Tennessee
$3.18M 165,355 -3,297 -2%
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