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Invesco High Yield Equity Dividend Achievers ETF
PEY

201 hedge funds and large institutions have $462M invested in Invesco High Yield Equity Dividend Achievers ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,300% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $23K

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

15% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 55

5% more funds holding

Funds holding: 191 → 201 (+10)

0.02% less ownership

Funds ownership: 38.75% → 38.72% (-0.02%)

4% less capital invested

Capital invested by funds: $483M → $462M (-$20.7M)

Holders
201
Holders Change
+10
Holders Change %
+5.24%
% of All Funds
2.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
55
Closed
10
Calls
$1.01M
Puts
$23K
Net Calls
+$989K
Net Calls Change
-$61K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.1M
2
VF
Virtu Financial
New York
+$2.01M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.61M
4
AF
Apexium Financial
Texas
+$1.2M
5
LPL Financial
LPL Financial
California
+$1.01M

Top Sellers

1
CICC
Capital Investment Counsel (Colorado)
Colorado
-$7.48M
2
DAS
Dynamic Advisor Solutions
Arizona
-$4.96M
3
PWM
Provident Wealth Management
Tennessee
-$4.53M
4
Two Sigma Investments
Two Sigma Investments
New York
-$2.94M
5
MWM
Meridian Wealth Management
Kentucky
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$131M +$3.1M +141,047 +2%
Morgan Stanley
2
Morgan Stanley
New York
$58.6M -$37.4K -1,702 -0.1%
LPL Financial
3
LPL Financial
California
$41.2M +$1.01M +46,018 +2%
Wells Fargo
4
Wells Fargo
California
$27.1M -$690K -31,410 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$13.5M +$13.9M +632,882 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.66M +$134K +6,083 +2%
WA
7
Waverly Advisors
Alabama
$8.09M +$31.1K +1,418 +0.4%
UBS Group
8
UBS Group
Switzerland
$7.57M +$175K +7,953 +2%
IRC
9
Investors Research Corp
Georgia
$5.96M +$407K +18,527 +7%
SA
10
Sanctuary Advisors
Indiana
$5.31M +$199K +9,073 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.93M +$33K +1,504 +0.7%
SL
12
Salomon & Ludwin
Virginia
$4.89M -$392K -17,878 -7%
FGWP
13
Founders Grove Wealth Partners
Virginia
$4.87M +$5.03M +229,120 New
Ameriprise
14
Ameriprise
Minnesota
$4.7M +$356K +16,220 +8%
AI
15
Atria Investments
North Carolina
$4.29M +$494K +22,511 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.23M +$35.5K +1,616 +0.8%
CAL
17
Capital Advisors Ltd
Ohio
$4M -$51.7K -2,354 -1%
UCFA
18
United Capital Financial Advisors
Texas
$3.9M -$194K -8,823 -5%
NIWA
19
New Insight Wealth Advisors
California
$3.74M -$376K -17,114 -9%
EW
20
Evoke Wealth
California
$3.64M – – –
CAGAS
21
Capital Advisory Group Advisory Services
Minnesota
$3.64M +$114K +5,202 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.41M +$306K +13,947 +10%
GIA
23
GHP Investment Advisors
Colorado
$3.36M -$62.2K -2,834 -2%
AWM
24
Axxcess Wealth Management
California
$3.21M +$12.8K +583 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.05M +$317K +14,462 +11%
1
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PEY Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2024, worth a combined $462M — down 4.3% from $483M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new PEY positions and 10 closed out — a net gain of 16 holders — while 63 added to existing stakes and 55 trimmed.

The largest buyer was Bank of America, adding an estimated $3.1M. The largest seller was Capital Investment Counsel (Colorado), cutting an estimated $7.48M.

  • 201 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2024, up from 191 in Q3 2024.
  • Funds reported $462M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 26 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2024 and 10 closed out, a net change of +16 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2024 was Bank of America, an estimated $3.1M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2024 was Capital Investment Counsel (Colorado), an estimated $7.48M sold.

Based on aggregated 13F filings for Q4 2024.