PEY icon

Invesco High Yield Equity Dividend Achievers ETF

209 hedge funds and large institutions have $619M invested in Invesco High Yield Equity Dividend Achievers ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 15 closing their positions.

Holders
209
Holders Change
+17
Holders Change %
+8.85%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
60
Reduced
71
Closed
15
Calls
$1.05M
Puts
$152K
Net Calls
+$899K
Net Calls Change
+$191K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$141M 6,663,303 -435,745 -6%
Morgan Stanley
2
Morgan Stanley
New York
$128M 6,032,004 +3,119,984 +107%
LPL Financial
3
LPL Financial
California
$52.4M 2,480,481 +1,381 +0.1%
Ameriprise
4
Ameriprise
Minnesota
$28.2M 1,052,908 -371,981 -26%
Wells Fargo
5
Wells Fargo
California
$26.3M 1,245,256 -114,177 -8%
SL
6
Salomon & Ludwin
Virginia
$11.2M 585,195
AC
7
AlphaCore Capital
California
$9.79M 463,294 -296,353 -39%
UBS Group
8
UBS Group
Switzerland
$9.5M 449,366 -300,898 -40%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.51M 402,512 +105,342 +35%
UCFA
10
United Capital Financial Advisors
Texas
$7.95M 376,153 -1,037,072 -73%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.52M 355,710 -71,440 -17%
WA
12
Waverly Advisors
Alabama
$7M 331,334 +6,084 +2%
RJA
13
Raymond James & Associates
Florida
$6.4M 302,955 -20,482 -6%
CAN
14
Cetera Advisor Networks
California
$5.94M 280,899 -8,361 -3%
DAS
15
Dynamic Advisor Solutions
Arizona
$5M 237,033 +237,033 New
IRC
16
Investors Research Corp
Georgia
$4.87M 230,172 +7,174 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.83M 228,254 -83,041 -27%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.83M 228,278 -29,932 -12%
NIWA
19
New Insight Wealth Advisors
California
$4.8M 226,981 +226,981 New
Stifel Financial
20
Stifel Financial
Missouri
$4.61M 218,128 -434,119 -67%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$4.37M 206,611 +10,946 +6%
CICC
22
Capital Investment Counsel (Colorado)
Colorado
$4.3M 203,376 +203,376 New
VF
23
Virtu Financial
New York
$4.23M 199,901 +3,685 +2%
CAL
24
Capital Advisors Ltd
Ohio
$4.08M 193,147 -1,096 -0.6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.84M 181,644 -175,207 -49%