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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

188 hedge funds and large institutions have $452M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
68
Reduced
60
Closed
18
Calls
$1.55M
Puts
$906K
Net Calls
+$642K
Net Calls Change
-$347K

Top Buyers

1
AC
AlphaCore Capital
California
+$4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.68M
3
FTUS
Flow Traders U.S.
New York
+$1.29M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$976K
5
AF
Apexium Financial
Texas
+$967K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.47M
2
AWM
Axxcess Wealth Management
California
-$3.21M
3
MWM
Meridian Wealth Management
Kentucky
-$2.19M
4
CRI
Colonial River Investments
Virginia
-$2.11M
5
AI
Atria Investments
North Carolina
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$133M +$783K +36,486 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$54.7M -$4.47M -208,018 -8%
LPL Financial
3
LPL Financial
California
$41.7M +$94.6K +4,407 +0.2%
Wells Fargo
4
Wells Fargo
California
$27.6M +$246K +11,461 +0.9%
Raymond James Financial
5
Raymond James Financial
Florida
$13.8M +$204K +9,496 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.7M -$44.3K -2,062 -0.5%
WA
7
Waverly Advisors
Alabama
$8.15M -$17.7K -825 -0.2%
UBS Group
8
UBS Group
Switzerland
$6.65M -$995K -46,349 -13%
IRC
9
Investors Research Corp
Georgia
$6.56M +$547K +25,500 +9%
Ameriprise
10
Ameriprise
Minnesota
$4.95M +$181K +8,419 +4%
FGWP
11
Founders Grove Wealth Partners
Virginia
$4.89M -$33.8K -1,574 -0.7%
SL
12
Salomon & Ludwin
Virginia
$4.86M -$76.4K -3,560 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$4.26M +$808K +37,614 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.22M -$47.3K -2,204 -1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.1M -$887K -41,315 -18%
CAL
16
Capital Advisors Ltd
Ohio
$4.05M +$322 +15 +0%
AC
17
AlphaCore Capital
California
$4M +$4M +186,362 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$3.92M +$976K +45,826 +33%
UCFA
19
United Capital Financial Advisors
Texas
$3.78M -$166K -7,732 -4%
Two Sigma Investments
20
Two Sigma Investments
New York
$3.68M +$3.68M +171,400 New
EW
21
Evoke Wealth
California
$3.68M – – –
NIWA
22
New Insight Wealth Advisors
California
$3.65M -$123K -5,740 -3%
CAGAS
23
Capital Advisory Group Advisory Services
Minnesota
$3.62M -$52.3K -2,436 -1%
GIA
24
GHP Investment Advisors
Colorado
$3.34M -$59.2K -2,755 -2%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$387K +18,006 +16%
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