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Invesco High Yield Equity Dividend Achievers ETF

184 hedge funds and large institutions have $392M invested in Invesco High Yield Equity Dividend Achievers ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 65 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $985K

0.62% less ownership

Funds ownership: 38.82%38.2% (-0.62%)

9% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 65

8% less funds holding

Funds holding: 200184 (-16)

9% less capital invested

Capital invested by funds: $430M → $392M (-$38.2M)

52% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 27

Holders
184
Holders Change
-16
Holders Change %
-8%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
65
Closed
27
Calls
$1.29M
Puts
$985K
Net Calls
+$302K
Net Calls Change
+$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$99.9M -$15.7M -761,331 -13%
Morgan Stanley
2
Morgan Stanley
New York
$49.5M -$1.52M -73,884 -3%
LPL Financial
3
LPL Financial
California
$37.3M -$1.56M -75,458 -4%
Wells Fargo
4
Wells Fargo
California
$18.8M -$8.01M -388,539 -30%
Two Sigma Investments
5
Two Sigma Investments
New York
$13.7M +$12M +582,400 +634%
Raymond James Financial
6
Raymond James Financial
Florida
$13.1M -$542K -26,315 -4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.02M -$298K -14,467 -3%
IRC
8
Investors Research Corp
Georgia
$7.32M +$362K +17,584 +5%
UBS Group
9
UBS Group
Switzerland
$6.04M +$169K +8,219 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.37M +$1.19M +57,841 +28%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$5.12M +$562K +27,253 +12%
GSWA
12
Good Steward Wealth Advisors
Tennessee
$4.46M +$590K +28,604 +15%
Ameriprise
13
Ameriprise
Minnesota
$4.36M +$105K +5,086 +2%
SL
14
Salomon & Ludwin
Virginia
$4.28M -$47.7K -2,316 -1%
UCFA
15
United Capital Financial Advisors
Texas
$4.27M +$1.47M +71,140 +51%
FGWP
16
Founders Grove Wealth Partners
Virginia
$3.86M -$146K -7,096 -4%
CAL
17
Capital Advisors Ltd
Ohio
$3.65M -$17.4K -843 -0.5%
EW
18
Evoke Wealth
California
$3.49M
CAGAS
19
Capital Advisory Group Advisory Services
Minnesota
$3.4M -$44.4K -2,154 -1%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.27M -$676K -32,796 -17%
AC
21
AlphaCore Capital
California
$3.04M +$319K +15,484 +12%
AF
22
Advisornet Financial
Minnesota
$2.97M -$1.2M -58,304 -29%
GIA
23
GHP Investment Advisors
Colorado
$2.8M +$2.39K +116 +0.1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.66M -$812K -39,406 -23%
IA
25
IFP Advisors
Florida
$2.55M +$329K +15,956 +15%

PEY Hedge Fund Activity: Q4 2025 in Review

184 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco High Yield Equity Dividend Achievers ETF (PEY) for Q4 2025, worth a combined $392M — down 8.9% from $430M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PEY and 13 opened new positions — a net loss of 14 holders — while 65 trimmed existing stakes and 59 added.

The largest buyer was Two Sigma Investments, adding an estimated $12M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 184 institutional investors held Invesco High Yield Equity Dividend Achievers ETF (PEY) as of Q4 2025, down from 200 in Q3 2025.
  • Funds reported $392M of Invesco High Yield Equity Dividend Achievers ETF stock for Q4 2025, down 8.9% quarter-over-quarter.
  • 13 funds opened new Invesco High Yield Equity Dividend Achievers ETF positions in Q4 2025 and 27 closed out, a net change of -14 holders.
  • The largest Invesco High Yield Equity Dividend Achievers ETF buyer in Q4 2025 was Two Sigma Investments, an estimated $12M added.
  • The largest Invesco High Yield Equity Dividend Achievers ETF seller in Q4 2025 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2025.