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

Invesco High Yield Equity Dividend Achievers ETF logo
$21.30 -0.25 (-1.16%)
Closing price 03:59 PM Eastern
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$21.27 -0.03 (-0.14%)
As of 05:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$66.40M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$44.27M
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PEY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC40,148$854K0.0%+51.1%0.072%
2/25/2025 B. Riley Wealth Advisors Inc.20,897$444K0.0%-13.4%0.037%
2/25/2025 Brick & Kyle Associates102,892$2.19M0.9%+4.9%0.184%
2/25/2025 Integrated Advisors Network LLC57,154$1.22M0.1%-13.8%0.102%
2/17/2025 Waverly Advisors LLC380,351$8.09M0.1%+0.4%0.681%
2/17/2025 CoreCap Advisors LLC17,792$378K0.0%+26.4%0.032%
2/17/2025 Cresset Asset Management LLC46,750$994K0.0%-49.8%0.084%
2/17/2025 Cetera Investment Advisers407,172$8.66M0.0%+1.5%0.729%
2/17/2025 Captrust Financial Advisors76,239$1.62M0.0%-7.2%0.136%
2/17/2025 Bank of America Corp DE6,148,404$130.72M0.0%+2.3%11.001%
2/17/2025 Benjamin Edwards Inc.49,110$1.04M0.0%-6.9%0.088%
2/17/2025 Ameriprise Financial Inc.222,153$4.70M0.0%+7.9%0.397%
2/14/2025 Mercer Global Advisors Inc. ADV14,219$302K0.0%+32.7%0.025%
2/14/2025 Beacon Pointe Advisors LLC57,536$1.22M0.0%-1.4%0.103%
2/14/2025 IHT Wealth Management LLC47,216$1.00M0.0%+7.4%0.084%
2/14/2025 Stifel Financial Corp56,293$1.20M0.0%-2.7%0.101%
2/14/2025 OneDigital Investment Advisors LLC109,321$2.32M0.0%+2.3%0.196%
2/14/2025 Tower Research Capital LLC TRC 14,237$303K0.0%-76.1%0.025%
2/14/2025 MML Investors Services LLC71,710$1.53M0.0%-4.9%0.128%
2/14/2025 GeoWealth Management LLC29,386$625K0.0%+20.2%0.053%
2/13/2025 NewEdge Advisors LLC45,482$967K0.0%-4.4%0.081%
2/13/2025 United Capital Financial Advisors LLC183,626$3.90M0.0%-4.6%0.329%
2/13/2025 Rockefeller Capital Management L.P.11,040$235K0.0%N/A0.020%
2/13/2025 Cerity Partners LLC20,189$429K0.0%N/A0.036%
2/13/2025 Envestnet Asset Management Inc.143,423$3.05M0.0%+11.2%0.257%
2/13/2025 Wells Fargo & Company MN1,275,357$27.11M0.0%-2.4%2.282%
2/12/2025 JPMorgan Chase & Co.15,370$327K0.0%+19.9%0.028%
2/12/2025 Tyler Stone Wealth Management9,547$203K0.0%N/A0.017%
2/11/2025 LPL Financial LLC1,937,371$41.19M0.0%+2.4%3.466%
2/11/2025 Virtu Financial LLC91,489$1.95M0.1%N/A0.164%
2/11/2025 SageOak Financial LLC37,314$793K0.7%N/A0.067%
2/10/2025 Axxcess Wealth Management LLC151,213$3.22M0.1%+0.4%0.271%
2/10/2025 GLOBALT Investments LLC GA87,683$1.86M0.1%-2.7%0.157%
2/10/2025 Harbour Investments Inc.36,493$776K0.0%-11.8%0.065%
2/10/2025 Commonwealth Equity Services LLC232,090$4.93M0.0%+0.7%0.415%
2/10/2025 Avantax Advisory Services Inc.112,345$2.39M0.0%+0.6%0.201%
2/10/2025 Farther Finance Advisors LLC1,952$41K0.0%-55.9%0.003%
2/7/2025 PFG Advisors39,550$841K0.1%+2.7%0.071%
2/7/2025 HighTower Advisors LLC95,983$2.04M0.0%+0.6%0.172%
2/7/2025 Investors Research Corp280,227$5.96M1.3%+7.1%0.501%
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2/7/2025 New Insight Wealth Advisors175,929$3.74M1.9%-8.9%0.315%
2/7/2025 Axis Wealth Partners LLC75,185$1.60M1.3%N/A0.135%
2/7/2025 Rialto Wealth Management LLC1,174$25K0.0%N/A0.002%
2/7/2025 PNC Financial Services Group Inc.13,149$280K0.0%-7.4%0.024%
2/6/2025 Raymond James Financial Inc.632,883$13.46M0.0%N/A1.132%
2/6/2025 Cullen Frost Bankers Inc.4,778$102K0.0%+418.8%0.009%
2/6/2025 Atria Investments Inc201,698$4.29M0.1%+12.6%0.361%
2/6/2025 Synergy Investment Management LLC3,181$68K0.0%N/A0.006%
2/6/2025 Steward Partners Investment Advisory LLC23,792$506K0.0%+7.5%0.043%
2/6/2025 Meridian Wealth Management LLC123,478$2.63M0.1%-35.8%0.221%
2/6/2025 Jones Financial Companies Lllp138,066$2.94M0.0%+113.6%0.247%
2/5/2025 US Bancorp DE2,014$43K0.0%+244.9%0.004%
2/5/2025 Private Trust Co. NA2,284$49K0.0%-63.9%0.004%
2/4/2025 IFP Advisors Inc108,018$2.30M0.1%-0.6%0.193%
2/4/2025 Capital Advisors Ltd. LLC188,385$4.01M0.5%-1.2%0.337%
2/4/2025 Colonial River Investments LLC99,448$2.11M1.0%+0.7%0.178%
2/3/2025 Capital Advisory Group Advisory Services LLC170,988$3.64M1.3%+3.1%0.306%
2/3/2025 Wealth Alliance85,645$1.82M0.2%+41.7%0.153%
2/3/2025 Private Advisor Group LLC84,861$1.80M0.0%+4.6%0.152%
2/3/2025 Pasadena Private Wealth LLC33,545$713K0.1%+29.4%0.060%
1/31/2025 Global Retirement Partners LLC8,625$183K0.0%-37.7%0.015%
1/31/2025 BKM Wealth Management LLC27,599$587K0.2%+5.8%0.049%
1/31/2025 Atria Wealth Solutions Inc.14,168$301K0.0%-46.6%0.025%
1/31/2025 Truist Financial Corp23,973$510K0.0%+2.7%0.043%
1/31/2025 Sanctuary Advisors LLC242,424$5.31M0.0%+3.9%0.434%
1/30/2025 Principal Securities Inc.40,954$871K0.0%-1.5%0.073%
1/30/2025 Salomon & Ludwin LLC230,115$4.89M0.5%-7.2%0.412%
1/29/2025 Cornerstone Planning Group LLC10,123$224K0.1%-10.5%0.018%
1/29/2025 Wagner Wealth Management LLC1,851$39K0.0%N/A0.003%
1/28/2025 Compass Financial Services Inc12,428$264K0.1%N/A0.022%
1/27/2025 GHP Investment Advisors Inc.158,094$3.36M0.2%-1.8%0.283%
1/23/2025 Crews Bank & Trust7,190$153K0.0%N/A0.013%
1/23/2025 Capital Investment Advisory Services LLC11,926$254K0.0%-13.2%0.021%
1/23/2025 Capital Investment Counsel LLC16,104$342K0.1%-95.5%0.029%
1/23/2025 SteelPeak Wealth LLC31,497$670K0.0%N/A0.056%
1/22/2025 Apexium Financial LP54,613$1.16M0.1%N/A0.098%
1/22/2025 Kingswood Wealth Advisors LLC14,804$315K0.0%-48.7%0.026%
1/21/2025 Novare Capital Management LLC11,735$249K0.0%+14.7%0.021%
1/21/2025 Precedent Wealth Partners LLC37,763$803K0.3%+2.0%0.067%
1/21/2025 Dynamic Advisor Solutions LLC24,589$523K0.0%-90.2%0.044%
1/21/2025 RFG Advisory LLC36,500$776K0.0%+1.3%0.065%
1/17/2025 First PREMIER Bank40,945$870K0.2%-1.1%0.073%
1/17/2025 Janney Montgomery Scott LLC59,775$1.27M0.0%+1.7%0.107%
1/15/2025 Ameritas Advisory Services LLC25,830$549K0.0%+106.0%0.046%
1/14/2025 Founders Grove Wealth Partners LLC229,120$4.87M1.4%N/A0.408%
1/14/2025 Sovereign Financial Group Inc.17,885$380K0.1%-6.7%0.032%
1/13/2025 AdvisorNet Financial Inc78,860$1.68M0.1%+14.2%0.140%
1/13/2025 Capital Investment Advisors LLC18,349$390K0.0%+7.0%0.033%
1/13/2025 City State Bank23,114$491K0.2%-5.8%0.041%
1/10/2025 ST Germain D J Co. Inc.1,500$32K0.0%N/A0.003%
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1/8/2025 International Assets Investment Management LLC24,401$517K0.0%N/A0.043%
12/26/2024 JPMorgan Chase & Co.12,822$281K0.0%-19.4%0.023%
12/13/2024 B. Riley Wealth Advisors Inc.24,132$520K0.0%-9.0%0.043%
12/2/2024 Capasso Planning Partners LLC14,799$325K0.1%-14.6%0.026%
11/25/2024 Synovus Financial Corp19,077$418K0.0%+17.3%0.034%
11/25/2024 Sanctuary Advisors LLC233,351$5.31M0.0%+35.2%0.414%
11/18/2024 Cresta Advisors Ltd.97,319$2.13M1.1%+1.6%0.172%
11/15/2024 MML Investors Services LLC75,393$1.65M0.0%-19.4%0.134%
11/15/2024 Stifel Financial Corp57,844$1.27M0.0%+48.2%0.103%
11/15/2024 IHT Wealth Management LLC43,978$963K0.0%+28.1%0.078%
(Data available from 1/1/2016 forward)

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PEY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEY shares?

During the previous two years, 190 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 ($41.19M), United Capital Financial Advisers LLC ($27.56M), Wells Fargo & Company MN ($27.11M), Nan Shan Life Insurance Co. Ltd. ($15.18M), AlphaCore Capital LLC ($14.58M), and Raymond James Financial Inc. ($13.46M).Learn more on PEY's institutional investors.

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

Of the 139 institutional investors that purchased Invesco High Yield Equity Dividend Achievers ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($632.88K), International Assets Investment Management LLC ($575.55K), Eagle Strategies LLC ($415.27K), Cetera Investment Advisers ($320.36K), Virtu Financial LLC ($296.31K), 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 6,815,682 shares in the last 24 months. This purchase volume represents approximately $162.50M in transactions.

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

Of the 117 institutional investors that sold Invesco High Yield Equity Dividend Achievers ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Eagle Strategies LLC ($636.64K), LPL Financial LLC ($601.18K), Stifel Financial Corp ($435.67K), Salomon & Ludwin LLC ($371.04K), Capital Investment Counsel LLC ($340.53K), Cambridge Investment Research Advisors Inc. ($337.24K), and UBS Group AG ($320.04K).

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

Institutional investors have sold a total of 6,100,233 shares in the last 24 months. This volume of shares sold represents approximately $139.71M in transactions.



This page (NASDAQ:PEY) was last updated on 3/25/2025 by MarketBeat.com Staff
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