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Invesco High Yield Equity Dividend Achievers ETF
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Overview Fund Activity

195 hedge funds and large institutions have $420M 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, 74 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
54
Reduced
74
Closed
9
Calls
$1.59M
Puts
$774K
Net Calls
+$812K
Net Calls Change
+$170K

Top Buyers

1
AF
Advisornet Financial
Minnesota
+$1.83M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$1.58M
3
GSWA
Good Steward Wealth Advisors
Tennessee
+$1.43M
4
VF
Virtu Financial
New York
+$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.02M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.04M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.93M
4
AI
Atria Investments
North Carolina
-$1.43M
5
RA
RFG Advisory
Alabama
-$855K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$119M -$6.8M -333,304 -5%
Morgan Stanley
2
Morgan Stanley
New York
$51.8M -$142K -6,980 -0.3%
LPL Financial
3
LPL Financial
California
$39.4M -$256K -12,560 -0.6%
Wells Fargo
4
Wells Fargo
California
$26.3M +$42.5K +2,084 +0.2%
Raymond James Financial
5
Raymond James Financial
Florida
$13.3M +$195K +9,533 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.68M +$417K +20,413 +5%
WA
7
Waverly Advisors
Alabama
$7.39M -$352K -17,249 -5%
IRC
8
Investors Research Corp
Georgia
$6.67M +$431K +21,121 +7%
UBS Group
9
UBS Group
Switzerland
$6.32M -$4.84K -237 -0.1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.77M +$752K +36,823 +19%
SL
11
Salomon & Ludwin
Virginia
$4.66M -$146K -6,896 -3%
Ameriprise
12
Ameriprise
Minnesota
$4.56M -$154K -7,540 -3%
FGWP
13
Founders Grove Wealth Partners
Virginia
$4.54M -$102K -4,999 -2%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$4.29M +$537K +26,302 +14%
AF
15
Advisornet Financial
Minnesota
$4.04M +$1.83M +89,756 +83%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.73M -$162K -7,932 -4%
CAL
17
Capital Advisors Ltd
Ohio
$3.72M -$124K -6,078 -3%
EW
18
Evoke Wealth
California
$3.5M – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$3.42M -$786K -37,012 -19%
CAGAS
20
Capital Advisory Group Advisory Services
Minnesota
$3.39M -$54.3K -2,658 -2%
UCFA
21
United Capital Financial Advisors
Texas
$3.18M -$411K -20,150 -11%
AC
22
AlphaCore Capital
California
$3.09M -$715K -35,027 -19%
NIWA
23
New Insight Wealth Advisors
California
$2.87M -$604K -29,571 -17%
GIA
24
GHP Investment Advisors
Colorado
$2.87M -$302K -14,777 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.47M -$59K -2,889 -2%
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