Invesco High Yield Equity Dividend Achievers ETF
200 hedge funds and large institutions have $430M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 78 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
26% more call options, than puts
Call options by funds: $1.19M | Put options by funds: $940K
1% more capital invested
Capital invested by funds: $424M → $430M (+$6.13M)
0.55% more ownership
Funds ownership: 38.27% → 38.82% (+0.55%)
1% more funds holding
Funds holding: 199 → 200 (+1)
31% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 78
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSWA
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
+$1.8M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$1.23M |
| 3 |
Jane Street
New York
|
+$1.15M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$696K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$693K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.04M |
| 2 |
NIWA
New Insight Wealth Advisors
San Ramon,
California
|
-$1.88M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$1.58M |
| 4 |
Morgan Stanley
New York
|
-$810K |
| 5 |
VF
Virtu Financial
New York
|
-$798K |
PEY Hedge Fund Activity: Q3 2025 in Review
200 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q3 2025, worth a combined $430M — up 1.4% from $424M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PEY positions and 12 closed out — a net gain of 4 holders — while 54 added to existing stakes and 78 trimmed.
The largest buyer was Good Steward Wealth Advisors, adding an estimated $1.8M. The largest seller was Bank of America, cutting an estimated $4.04M.
- 200 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q3 2025, up from 199 in Q2 2025.
- Funds reported $430M of Invesco High Yield Equity Dividend Achievers ETF stock for Q3 2025, up 1.4% quarter-over-quarter.
- 16 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q3 2025 and 12 closed out, a net change of +4 holders.
- The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q3 2025 was Good Steward Wealth Advisors, an estimated $1.8M added.
- The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q3 2025 was Bank of America, an estimated $4.04M sold.
Based on aggregated 13F filings for Q3 2025.