Invesco High Yield Equity Dividend Achievers ETF
193 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 12 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 19 closing their positions.
443% more call options, than puts
Call options by funds: $1.29M | Put options by funds: $237K
0.1% more ownership
Funds ownership: 38.65% → 38.75% (+0.1%)
5% less funds holding
Funds holding: 203 → 193 (-10)
14% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 71
22% less capital inflows, than outflows
Capital inflows: $16.1M | Capital outflows: $20.6M
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Evoke Wealth
Los Angeles,
California
|
+$3.32M |
| 2 |
Two Sigma Investments
New York
|
+$1.84M |
| 3 |
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.28M |
| 4 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.15M |
| 5 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$1.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Virtu Financial
New York
|
-$3.43M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.65M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.16M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$911K |
PEY Hedge Fund Activity: Q3 2024 in Review
193 of the 6,989 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 12 opened new positions — a net loss of 7 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.
- 193 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.
- 12 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2024 and 19 closed out, a net change of -7 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.