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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

198 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.

Holders
198
Holders Change
+10
Holders Change %
+5.32%
% of All Funds
2.64%
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
Raymond James Financial
1
Raymond James Financial
Florida
$13.5M
2
FGWP
2
Founders Grove Wealth Partners
Virginia
$4.87M
3
Bank of America
3
Bank of America
North Carolina
$131M
4
VF
4
Virtu Financial
New York
$1.95M
5
AWP
5
Axis Wealth Partners
Rhode Island
$1.6M

Top Sellers

1
CICC
1
Capital Investment Counsel (Colorado)
Colorado
$342K
2
DAS
2
Dynamic Advisor Solutions
Arizona
$523K
3
PWM
3
Provident Wealth Management
Tennessee
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
MWM
5
Meridian Wealth Management
Kentucky
$2.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$131M 6,148,404 +141,047 +2%
Morgan Stanley
2
Morgan Stanley
New York
$58.6M 2,754,268 -1,702 -0.1%
LPL Financial
3
LPL Financial
California
$41.2M 1,937,371 +46,018 +2%
Wells Fargo
4
Wells Fargo
California
$27.1M 1,275,357 -31,410 -2%
Raymond James Financial
5
Raymond James Financial
Florida
$13.5M 632,882 +632,882 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.66M 407,172 +6,083 +2%
WA
7
Waverly Advisors
Alabama
$8.09M 380,351 +1,418 +0.4%
UBS Group
8
UBS Group
Switzerland
$7.57M 356,109 +7,953 +2%
IRC
9
Investors Research Corp
Georgia
$5.96M 280,227 +18,527 +7%
SA
10
Sanctuary Advisors
Indiana
$5.31M 242,424 +9,073 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.93M 232,090 +1,504 +0.7%
SL
12
Salomon & Ludwin
Virginia
$4.89M 230,115 -17,878 -7%
FGWP
13
Founders Grove Wealth Partners
Virginia
$4.87M 229,120 +229,120 New
Ameriprise
14
Ameriprise
Minnesota
$4.7M 222,153 +16,220 +8%
AI
15
Atria Investments
North Carolina
$4.29M 201,698 +22,511 +13%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.23M 198,903 +1,616 +0.8%
CAL
17
Capital Advisors Ltd
Ohio
$4.01M 188,385 -2,354 -1%
UCFA
18
United Capital Financial Advisors
Texas
$3.9M 183,626 -8,823 -5%
NIWA
19
New Insight Wealth Advisors
California
$3.74M 175,929 -17,114 -9%
EW
20
Evoke Wealth
California
$3.64M 171,360 – –
CAGAS
21
Capital Advisory Group Advisory Services
Minnesota
$3.64M 170,988 +5,202 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.41M 160,581 +13,947 +10%
GIA
23
GHP Investment Advisors
Colorado
$3.36M 158,094 -2,834 -2%
AWM
24
Axxcess Wealth Management
California
$3.21M 151,213 +583 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.05M 143,423 +14,462 +11%
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