Invesco High Yield Equity Dividend Achievers ETF
194 hedge funds and large institutions have $548M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 62 reducing their positions, and 25 closing their positions.
2,284% more call options, than puts
Call options by funds: $739K | Put options by funds: $31K
2% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 62
8% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 25
2% less funds holding
Funds holding: 197 → 194 (-3)
2.02% less ownership
Funds ownership: 45.31% → 43.29% (-2%)
9% less capital invested
Capital invested by funds: $602M → $548M (-$54.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$3.7M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.03M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.42M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.42M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21M |
| 3 |
ES
Eagle Strategies
New York
|
-$3.19M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.36M |
| 5 |
Morgan Stanley
New York
|
-$1.89M |
PEY Hedge Fund Activity: Q3 2023 in Review
194 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2023, worth a combined $548M — down 9.1% from $602M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of PEY and 23 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 61 added.
The largest buyer was Virtu Financial, adding an estimated $3.7M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $38M.
- 194 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2023, down from 197 in Q2 2023.
- Funds reported $548M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2023, down 9.1% quarter-over-quarter.
- 23 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2023 and 25 closed out, a net change of -2 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2023 was Virtu Financial, an estimated $3.7M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $38M sold.
Based on aggregated 13F filings for Q3 2023.