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Invesco High Yield Equity Dividend Achievers ETF (PEY) Institutional Ownership

Invesco High Yield Equity Dividend Achievers ETF logo
$20.38 -0.20 (-0.97%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$20.40 +0.03 (+0.12%)
As of 08/1/2025 06:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$73.71M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$42.37M
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PEY Institutional Buying and Selling by Quarter

Invesco High Yield Equity Dividend Achievers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Capital Investment Counsel LLC13,490$275K0.0%-9.2%0.025%
8/1/2025 Pasadena Private Wealth LLC35,076$716K0.1%+6.7%0.066%
8/1/2025 Envestnet Asset Management Inc.121,125$2.47M0.0%-2.3%0.226%
7/31/2025 GLOBALT Investments LLC GA32,839$670K0.0%-9.7%0.061%
7/30/2025 First Citizens Bank & Trust Co.77,440$1.58M0.0%N/A0.144%
7/29/2025 Salomon & Ludwin LLC219,659$4.66M0.5%-3.0%0.410%
7/29/2025 International Assets Investment Management LLC24,923$509K0.0%+12.2%0.046%
7/29/2025 Signature Estate & Investment Advisors LLC46,818$956K0.0%-5.2%0.087%
7/29/2025 Stratos Wealth Partners LTD.11,812$241K0.0%-47.4%0.022%
7/29/2025 Creekside Partners12,394$253K0.1%-17.4%0.023%
7/28/2025 Harbour Investments Inc.26,243$536K0.0%-22.7%0.049%
7/28/2025 Founders Grove Wealth Partners LLC222,547$4.54M1.1%-2.2%0.415%
7/25/2025 Sovereign Financial Group Inc.20,586$420K0.1%+14.7%0.038%
7/24/2025 Capital Advisors Ltd. LLC182,322$3.72M0.5%-3.2%0.338%
7/22/2025 Apexium Financial LP76,756$1.57M0.1%-23.0%0.142%
7/21/2025 Precedent Wealth Partners LLC23,963$489K0.1%-34.2%0.044%
7/21/2025 Ameritas Advisory Services LLC12,160$248K0.0%-52.0%0.023%
7/21/2025 Crews Bank & Trust4,690$96K0.0%-34.8%0.009%
7/17/2025 Janney Montgomery Scott LLC57,835$1.18M0.0%-3.3%0.107%
7/16/2025 New Insight Wealth Advisors140,618$2.87M1.2%-17.4%0.261%
7/16/2025 Cresta Advisors Ltd.114,411$2.34M1.1%+10.9%0.212%
7/15/2025 Axis Wealth Partners LLC66,248$1.35M0.9%-4.5%0.123%
7/14/2025 AdvisorNet Financial Inc198,020$4.04M0.3%+82.9%0.367%
7/11/2025 First PREMIER Bank38,540$787K0.2%-3.4%0.071%
7/11/2025 Farther Finance Advisors LLC2,477$51K0.0%-33.8%0.005%
7/10/2025 Stolper Co29,786$608K0.2%+3.2%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC35,888$764K0.0%-4.6%0.066%
7/10/2025 Capital Advisory Group Advisory Services LLC165,894$3.39M1.2%-1.6%0.307%
7/10/2025 Focus Financial Network Inc.11,448$234K0.0%N/A0.021%
7/7/2025 Investors Research Corp326,848$6.67M1.3%+6.9%0.605%
7/7/2025 Good Steward Wealth Advisors LLC104,939$2.14M1.7%+200.1%0.194%
5/16/2025Jones Financial Companies Lllp47,920$1.03M0.0%-65.3%0.087%
5/16/2025NewEdge Advisors LLC44,454$954K0.0%-2.3%0.081%
5/16/2025Curi RMB Capital LLC24,451$525K0.0%+139.2%0.045%
5/15/2025EP Wealth Advisors LLC5,196$112K0.0%-9.3%0.009%
5/15/2025 Capital Investment Counsel LLC14,852$319K0.1%-7.8%0.027%
5/15/2025Royal Bank of Canada196,699$4.22M0.0%-1.1%0.359%
5/14/2025 Apexium Financial LP99,637$2.14M0.1%+82.4%0.182%
5/14/2025Comerica Bank77,802$1.67M0.0%+69.5%0.142%
5/14/2025Synovus Financial Corp11,092$238K0.0%-41.6%0.020%
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5/14/2025Northwestern Mutual Wealth Management Co.130,505$2.80M0.0%+16.0%0.238%
5/14/2025Flow Traders U.S. LLC60,094$1.29M0.1%N/A0.110%
5/14/2025Capital Analysts LLC1,262$27K0.0%N/A0.002%
5/13/2025Raymond James Financial Inc.642,378$13.79M0.0%+1.5%1.171%
5/13/2025HighTower Advisors LLC95,237$2.05M0.0%-0.8%0.174%
5/12/2025Meridian Wealth Management LLC21,601$464K0.0%-82.5%0.039%
5/12/2025Benjamin Edwards Inc.48,069$1.03M0.0%-2.1%0.088%
5/12/2025AlphaCore Capital LLC186,362$4.00M0.3%N/A0.340%
5/12/2025 Cresta Advisors Ltd.103,196$2.22M1.1%+6.0%0.188%
5/9/2025 Atria Wealth Solutions Inc.12,393$266K0.0%-12.5%0.023%
5/8/2025 Pasadena Private Wealth LLC32,885$706K0.1%-2.0%0.060%
5/8/2025 Harbour Investments Inc.33,934$729K0.0%-7.0%0.062%
5/7/2025 Creekside Partners14,998$322K0.2%N/A0.027%
5/7/2025New Republic Capital LLC5,566$120K0.1%-71.3%0.010%
5/7/2025LPL Financial LLC1,941,778$41.69M0.0%+0.2%3.540%
5/7/2025 GLOBALT Investments LLC GA36,384$781K0.0%-58.5%0.066%
5/6/2025Cetera Investment Advisers405,110$8.70M0.0%-0.5%0.738%
5/6/2025Avantax Advisory Services Inc.67,497$1.45M0.0%-39.9%0.123%
5/6/2025 Brookwood Investment Group LLC11,645$250K0.0%N/A0.021%
5/6/2025Lifeworks Advisors LLC20,047$430K0.1%-12.4%0.037%
5/6/2025AE Wealth Management LLC7,464$160K0.0%+8.5%0.014%
5/6/2025JPL Wealth Management LLC162,810$3.36M1.3%N/A0.297%
5/6/2025PFG Advisors35,709$767K0.0%-9.7%0.065%
5/5/2025Millstone Evans Group LLC1,519$33K0.0%N/A0.003%
5/5/2025Wealth Alliance LLC82,802$1.78M0.2%-3.3%0.151%
5/5/2025 IFP Advisors Inc110,130$2.36M0.1%+2.0%0.201%
5/5/2025Kestra Private Wealth Services LLC23,014$494K0.0%+37.7%0.042%
5/5/2025Private Advisor Group LLC82,133$1.76M0.0%-3.2%0.150%
5/2/2025 Cullen Frost Bankers Inc.5,352$115K0.0%+12.0%0.010%
5/2/2025SageOak Financial LLC9,509$204K0.2%-74.5%0.017%
4/30/2025Brick & Kyle Associates104,890$2.23M1.0%+1.9%0.191%
4/30/2025 New Insight Wealth Advisors170,189$3.65M1.7%-3.3%0.310%
4/29/2025 Envestnet Asset Management Inc.124,014$2.66M0.0%-13.5%0.226%
4/29/2025 Novare Capital Management LLC10,835$233K0.0%-7.7%0.020%
4/29/2025Capital Investment Advisory Services LLC15,724$338K0.0%+31.8%0.029%
4/29/2025OneDigital Investment Advisors LLC108,261$2.32M0.0%-1.0%0.197%
4/29/2025 Aurora Private Wealth Inc.10,856$233K0.1%N/A0.020%
4/28/2025 Axis Wealth Partners LLC69,342$1.49M1.1%-7.8%0.126%
4/28/2025 Revisor Wealth Management LLC15,960$343K0.2%N/A0.029%
4/28/2025 Private Trust Co. NA4,250$91K0.0%+86.1%0.008%
4/28/2025 Salomon & Ludwin LLC226,555$4.86M0.5%-1.5%0.413%
4/23/2025 Aurora Private Wealth Inc.10,856$233K0.0%N/A0.020%
4/23/2025 International Assets Investment Management LLC22,216$477K0.0%-9.0%0.040%
4/23/2025GHP Investment Advisors Inc.155,339$3.34M0.2%-1.7%0.283%
4/22/2025 Cambridge Investment Research Advisors Inc.113,226$2.43M0.0%+41.8%0.206%
4/22/2025 First PREMIER Bank39,890$857K0.2%-2.6%0.073%
4/21/2025 Good Steward Wealth Advisors LLC34,965$751K0.7%N/A0.064%
4/17/2025 Precedent Wealth Partners LLC36,404$782K0.2%-3.6%0.066%
4/17/2025 Dynamic Advisor Solutions LLC23,286$500K0.0%-5.3%0.042%
4/16/2025 Wealth Enhancement Advisory Services LLC37,604$807K0.0%-6.3%0.068%
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4/16/2025 Founders Grove Wealth Partners LLC227,546$4.89M1.4%-0.7%0.413%
4/15/2025 Capital Advisory Group Advisory Services LLC168,552$3.62M1.4%-1.4%0.306%
4/15/2025Integrated Advisors Network LLC52,866$1.14M0.1%-7.5%0.096%
4/14/2025 Farther Finance Advisors LLC3,742$80K0.0%+91.7%0.007%
4/14/2025 Capital Investment Advisors LLC13,949$299K0.0%-24.0%0.025%
4/11/2025 City State Bank20,914$449K0.1%-9.5%0.038%
4/9/2025 RFG Advisory LLC39,808$855K0.0%+9.1%0.072%
4/9/2025 NBC Securities Inc.4,189$89K0.0%+104,625.0%0.008%
4/8/2025 Investors Research Corp305,727$6.56M1.4%+9.1%0.555%
4/7/2025 AdvisorNet Financial Inc108,264$2.32M0.2%+37.3%0.197%
(Data available from 1/1/2016 forward)

PEY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEY shares?

During the previous two years, 181 institutional investors and hedge funds held shares of Invesco High Yield Equity Dividend Achievers ETF. The most heavily invested institutionals were Bank of America Corp DE ($130.72M), LPL Financial LLC ($41.69M), United Capital Financial Advisers LLC ($27.56M), Wells Fargo & Company MN ($27.11M), Raymond James Financial Inc. ($13.79M), UBS Group AG ($9.50M), and Cetera Investment Advisers ($8.70M).Learn more on Invesco High Yield Equity Dividend Achievers ETF's institutional investors.

Which institutional investors have been buying Invesco High Yield Equity Dividend Achievers ETF's stock?

Of the 140 institutional investors that purchased Invesco High Yield Equity Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($642.38K), International Assets Investment Management LLC ($578.26K), AlphaCore Capital LLC ($366.53K), Cetera Investment Advisers ($320.36K), JPL Wealth Management LLC ($279.02K), Dynamic Advisor Solutions LLC ($250.52K), and Sanctuary Advisors LLC ($242.42K).

How much institutional buying is happening at Invesco High Yield Equity Dividend Achievers ETF?

Institutional investors have bought a total of 3,499,394 shares in the last 24 months. This purchase volume represents approximately $73.71M in transactions.

Which of Invesco High Yield Equity Dividend Achievers ETF's major shareholders have been selling company stock?

Of the 77 institutional investors that sold Invesco High Yield Equity Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Investment Counsel LLC ($343.14K), Evoke Wealth LLC ($310.95K), Dynamic Advisor Solutions LLC ($227.24K), Meridian Wealth Management LLC ($170.84K), Jones Financial Companies Lllp ($90.15K), Salomon & Ludwin LLC ($64.00K), and GLOBALT Investments LLC GA ($59.66K).

How much institutional selling is happening at Invesco High Yield Equity Dividend Achievers ETF?

Institutional investors have sold a total of 2,020,439 shares in the last 24 months. This volume of shares sold represents approximately $42.37M in transactions.



This page (NASDAQ:PEY) was last updated on 8/2/2025 by MarketBeat.com Staff
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