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Invesco High Yield Equity Dividend Achievers ETF
PEY

191 hedge funds and large institutions have $483M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $237K

9% more capital invested

Capital invested by funds: $442M → $483M (+$41.5M)

0.1% more ownership

Funds ownership: 38.65% → 38.75% (+0.1%)

6% less funds holding

Funds holding: 203 → 191 (-12)

14% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 71

47% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 19

Holders
191
Holders Change
-12
Holders Change %
-5.91%
% of All Funds
2.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
61
Reduced
71
Closed
19
Calls
$1.29M
Puts
$237K
Net Calls
+$1.05M
Net Calls Change
+$459K

Top Buyers

1
EW
Evoke Wealth
California
+$3.32M
2
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
3
SA
Sanctuary Advisors
Indiana
+$1.28M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.15M
5
BEI
Benjamin Edwards Inc
Missouri
+$1.11M

Top Sellers

1
VF
Virtu Financial
New York
-$3.43M
2
Jane Street
Jane Street
New York
-$1.74M
3
Bank of America
Bank of America
North Carolina
-$1.65M
4
UBS Group
UBS Group
Switzerland
-$1.16M
5
HighTower Advisors
HighTower Advisors
Illinois
-$911K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$132M -$1.65M -78,377 -1%
Morgan Stanley
2
Morgan Stanley
New York
$60.4M -$14.9K -709 -0%
LPL Financial
3
LPL Financial
California
$41.5M -$756K -35,837 -2%
Wells Fargo
4
Wells Fargo
California
$28.7M -$29.4K -1,395 -0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.8M -$63.2K -2,999 -0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$8.32M +$1.15M +54,593 +17%
WA
7
Waverly Advisors
Alabama
$8.31M +$87.8K +4,163 +1%
CICC
8
Capital Investment Counsel (Colorado)
Colorado
$7.82M +$154K +7,324 +2%
UBS Group
9
UBS Group
Switzerland
$7.64M -$1.16M -54,809 -14%
RJA
10
Raymond James & Associates
Florida
$5.88M -$1.1K -52 -0%
IRC
11
Investors Research Corp
Georgia
$5.74M +$369K +17,500 +7%
DAS
12
Dynamic Advisor Solutions
Arizona
$5.49M +$37.3K +1,767 +0.7%
SL
13
Salomon & Ludwin
Virginia
$5.44M -$752K -35,670 -13%
SA
14
Sanctuary Advisors
Indiana
$5.31M +$1.28M +60,693 +35%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.06M -$164K -7,763 -3%
PWM
16
Provident Wealth Management
Tennessee
$4.53M +$349K +16,551 +9%
Ameriprise
17
Ameriprise
Minnesota
$4.52M -$171K -8,132 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.33M -$24K -1,139 -0.6%
NIWA
19
New Insight Wealth Advisors
California
$4.23M -$41.3K -1,960 -1%
UCFA
20
United Capital Financial Advisors
Texas
$4.22M -$184K -8,728 -4%
MWM
21
Meridian Wealth Management
Kentucky
$4.22M +$273K +12,965 +7%
CAL
22
Capital Advisors Ltd
Ohio
$4.18M -$11.8K -562 -0.3%
AI
23
Atria Investments
North Carolina
$3.93M -$18.8K -894 -0.5%
EW
24
Evoke Wealth
California
$3.76M +$3.32M +157,245 +1,114%
CAGAS
25
Capital Advisory Group Advisory Services
Minnesota
$3.64M +$113K +5,339 +3%
1
2 3 4 5

PEY Hedge Fund Activity: Q3 2024 in Review

191 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2024, worth a combined $483M — up 9.4% from $442M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PEY and 10 opened new positions — a net loss of 9 holders — while 71 trimmed existing stakes and 61 added.

The largest buyer was Evoke Wealth, adding an estimated $3.32M. The largest seller was Virtu Financial, exiting entirely with an estimated $3.43M sold.

  • 191 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2024, down from 203 in Q2 2024.
  • Funds reported $483M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2024, up 9.4% quarter-over-quarter.
  • 10 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2024 and 19 closed out, a net change of -9 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2024 was Evoke Wealth, an estimated $3.32M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2024 was Virtu Financial, an estimated $3.43M sold.

Based on aggregated 13F filings for Q3 2024.