We are live on ! Find out more
PEY icon

Invesco High Yield Equity Dividend Achievers ETF

199 hedge funds and large institutions have $424M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $774K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

4% more funds holding

Funds holding: 192199 (+7)

0.19% less ownership

Funds ownership: 38.46%38.27% (-0.19%)

7% less capital invested

Capital invested by funds: $455M → $424M (-$30.9M)

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
54
Reduced
76
Closed
10
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$119M -$6.71M -333,304 -5%
Morgan Stanley
2
Morgan Stanley
New York
$51.8M -$140K -6,980 -0.3%
LPL Financial
3
LPL Financial
California
$39.4M -$253K -12,560 -0.6%
Wells Fargo
4
Wells Fargo
California
$26.3M +$41.9K +2,084 +0.2%
Raymond James Financial
5
Raymond James Financial
Florida
$13.3M +$192K +9,533 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.68M +$411K +20,413 +5%
WA
7
Waverly Advisors
Alabama
$7.39M -$347K -17,249 -5%
IRC
8
Investors Research Corp
Georgia
$6.67M +$425K +21,121 +7%
UBS Group
9
UBS Group
Switzerland
$6.32M -$4.77K -237 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.77M +$741K +36,823 +19%
SL
11
Salomon & Ludwin
Virginia
$4.66M -$139K -6,896 -3%
Ameriprise
12
Ameriprise
Minnesota
$4.56M -$152K -7,540 -3%
FGWP
13
Founders Grove Wealth Partners
Virginia
$4.54M -$101K -4,999 -2%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$4.29M +$529K +26,302 +14%
AF
15
Advisornet Financial
Minnesota
$4.04M +$1.81M +89,756 +83%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.96M -$82.1K -4,081 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.73M -$160K -7,932 -4%
CAL
18
Capital Advisors Ltd
Ohio
$3.72M -$122K -6,078 -3%
EW
19
Evoke Wealth
California
$3.5M
CAGAS
20
Capital Advisory Group Advisory Services
Minnesota
$3.39M -$53.5K -2,658 -2%
UCFA
21
United Capital Financial Advisors
Texas
$3.18M -$405K -20,150 -11%
AC
22
AlphaCore Capital
California
$3.09M -$705K -35,027 -19%
NIWA
23
New Insight Wealth Advisors
California
$2.87M -$595K -29,571 -17%
GIA
24
GHP Investment Advisors
Colorado
$2.87M -$297K -14,777 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.47M -$58.1K -2,889 -2%

PEY Hedge Fund Activity: Q2 2025 in Review

199 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q2 2025, worth a combined $424M — down 6.8% from $455M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PEY positions and 10 closed out — a net gain of 8 holders — while 54 added to existing stakes and 76 trimmed.

The largest buyer was Advisornet Financial, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $6.71M.

  • 199 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q2 2025, up from 192 in Q1 2025.
  • Funds reported $424M of Invesco High Yield Equity Dividend Achievers ETF stock for Q2 2025, down 6.8% quarter-over-quarter.
  • 18 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q2 2025 and 10 closed out, a net change of +8 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q2 2025 was Advisornet Financial, an estimated $1.81M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q2 2025 was Bank of America, an estimated $6.71M sold.

Based on aggregated 13F filings for Q2 2025.