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

Invesco High Yield Equity Dividend Achievers ETF logo
$21.77 +0.12 (+0.55%)
As of 01/17/2025 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$61.17M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$45.97M
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PEY Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025First PREMIER Bank40,945$870K0.2%-1.1%0.073%
1/17/2025Janney 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%
1/8/2025 International Assets Investment Management LLC24,401$517K0.0%N/A0.043%
12/26/2024JPMorgan Chase & Co.12,822$281K0.0%-19.4%0.023%
12/13/2024B. Riley Wealth Advisors Inc.24,132$520K0.0%-9.0%0.043%
12/2/2024Capasso Planning Partners LLC14,799$325K0.1%-14.6%0.026%
11/25/2024Synovus Financial Corp19,077$418K0.0%+17.3%0.034%
11/25/2024Sanctuary Advisors LLC233,351$5.31M0.0%+35.2%0.414%
11/18/2024Cresta Advisors Ltd.97,319$2.13M1.1%+1.6%0.172%
11/15/2024MML Investors Services LLC75,393$1.65M0.0%-19.4%0.134%
11/15/2024Stifel Financial Corp57,844$1.27M0.0%+48.2%0.103%
11/15/2024IHT Wealth Management LLC43,978$963K0.0%+28.1%0.078%
11/15/2024HighTower Advisors LLC95,373$2.09M0.0%-31.2%0.169%
11/15/2024Benjamin Edwards Inc.52,747$1.16M0.0%N/A0.093%
11/14/2024Captrust Financial Advisors82,147$1.80M0.0%+1.8%0.146%
11/13/2024FMR LLC21,861$479K0.0%+8.8%0.039%
11/12/2024Capital Investment Counsel LLC356,629$7.82M1.4%+2.1%0.632%
11/12/2024Meridian Wealth Management LLC192,444$4.22M0.2%+7.2%0.341%
11/12/2024Investors Research Corp261,700$5.74M1.3%+7.2%0.464%
11/8/2024Prospera Financial Services Inc36,814$807K0.0%+2.6%0.065%
11/7/2024GLOBALT Investments LLC GA90,112$1.98M0.1%-2.6%0.160%
11/6/2024OneDigital Investment Advisors LLC106,913$2.35M0.0%-14.6%0.189%
11/6/2024Lifeworks Advisors LLC22,878$502K0.1%-12.9%0.041%
11/6/2024Planning Capital Management Corp5,076$111K0.1%-10.7%0.009%
11/5/2024Harbour Investments Inc.41,397$908K0.0%-5.8%0.073%
11/4/2024Colonial River Investments LLC98,741$2.17M1.1%+3.0%0.175%
11/4/2024Axxcess Wealth Management LLC150,630$3.30M0.1%+1.8%0.267%
11/1/2024Atria Investments Inc179,187$3.93M0.0%-0.5%0.318%
10/29/2024Janney Montgomery Scott LLC58,755$1.29M0.0%+3.1%0.103%
10/29/2024Farther Finance Advisors LLC4,424$97K0.0%+889.7%0.008%
10/25/2024Integrated Advisors Network LLC66,341$1.46M0.1%-13.1%0.117%
10/25/2024 Fortitude Family Office LLC1,400$31K0.0%N/A0.002%
10/24/2024Salomon & Ludwin LLC247,993$5.44M0.6%-12.6%0.436%
10/24/2024Capital Advisors Ltd. LLC190,739$4.18M0.5%-0.3%0.335%
10/24/2024 Wealth Enhancement Advisory Services LLC26,577$583K0.0%-3.5%0.047%
10/23/2024BKM Wealth Management LLC26,087$572K0.2%-3.7%0.046%
10/22/2024Private Advisor Group LLC81,161$1.78M0.0%-1.1%0.143%
10/22/2024Financial Insights Inc.14,100$309K0.1%+3.7%0.025%
10/18/2024 Capital Investment Advisors LLC17,149$376K0.0%N/A0.030%
10/18/2024Precedent Wealth Partners LLC37,018$812K0.3%+169.4%0.065%
10/17/2024 Kozak & Associates Inc.8,782$197K0.0%-36.0%0.015%
10/16/2024Provident Wealth Management LLC206,603$4.53M1.5%+8.7%0.364%
10/11/2024Creative Planning25,026$549K0.0%-5.2%0.044%
10/8/2024First PREMIER Bank41,420$908K0.2%-3.6%0.073%
10/8/2024Dynamic Advisor Solutions LLC250,524$5.49M0.2%+0.7%0.441%
10/8/2024Mather Group LLC.11,496$252K0.0%-8.0%0.020%
9/5/2024Sanctuary Advisors LLC172,658$3.45M0.0%N/A0.301%
8/22/2024Cetera Investment Advisers404,088$7.94M0.0%-2.7%0.704%
8/19/2024B. Riley Wealth Advisors Inc.26,513$521K0.0%-1.9%0.046%
8/16/2024NewEdge Advisors LLC55,716$1.09M0.0%-11.2%0.097%
8/16/2024Northwestern Mutual Wealth Management Co.127,943$2.51M0.0%-31.0%0.223%
8/16/2024Creative Planning26,403$519K0.0%-2.3%0.046%
8/16/2024Brick & Kyle Associates98,778$1.94M0.8%+1.1%0.172%
8/14/2024Evoke Wealth LLC14,115$277K0.3%-95.7%0.025%
8/13/2024Benjamin F. Edwards & Company Inc.60,429$1.19M0.0%-4.1%0.105%
8/12/2024Mercer Global Advisors Inc. ADV14,308$281K0.0%-38.8%0.025%
8/10/2024Wealth Alliance53,970$1.06M0.1%+10.7%0.094%
8/10/2024Axxcess Wealth Management LLC147,955$2.91M0.1%+182.2%0.258%
8/10/2024Virtu Financial LLC174,791$3.43M0.2%+259.6%0.305%
8/8/2024Envestnet Asset Management Inc.150,547$2.96M0.0%+6.8%0.262%
8/8/2024 Stolper Co29,077$571K0.2%+2.1%0.051%
8/8/2024GHP Investment Advisors Inc.161,355$3.17M0.2%-1.6%0.281%
8/8/2024Eagle Strategies LLC21,285$418K0.1%N/A0.037%
8/8/2024LPL Financial LLC1,927,190$37.85M0.0%+2.5%3.358%
8/5/2024Private Advisor Group LLC82,051$1.61M0.0%-3.3%0.143%
8/2/2024Advanced Asset Management Advisors Inc1,880$37K0.0%-39.6%0.003%
8/1/2024Consolidated Portfolio Review Corp17,757$349K0.1%+18.6%0.031%
8/1/2024JPL Wealth Management LLC132,424$2.60M1.3%+4.4%0.230%
7/31/2024IFG Advisory LLC19,623$385K0.0%+18.0%0.034%
7/26/2024Cambridge Investment Research Advisors Inc.97,800$1.92M0.0%-2.2%0.170%
7/26/2024Signature Estate & Investment Advisors LLC49,213$967K0.0%N/A0.086%
7/26/2024Bristlecone Advisors LLC5,405$106K0.0%N/A0.009%
7/26/2024Salomon & Ludwin LLC283,663$5.54M0.6%-46.4%0.493%
7/25/2024Capital Advisors Ltd. LLC191,301$3.76M0.5%-0.8%0.332%
7/24/2024Herold Advisors Inc.11,974$235K0.1%-8.3%0.021%
7/24/2024&PARTNERS22,974$451K0.0%N/A0.040%
7/23/2024Precedent Wealth Partners LLC13,742$270K0.1%N/A0.024%
7/22/2024Capital Advisory Group Advisory Services LLC160,447$3.15M1.3%+10.4%0.278%
7/22/2024Fifth Third Bancorp3,634$71K0.0%+81.7%0.006%
7/22/2024Colonial River Wealth Management LLC95,845$1.88M1.0%+18.7%0.166%
7/19/2024Pasadena Private Wealth LLC28,561$561K0.1%+4.0%0.050%
7/19/2024Raymond James & Associates268,211$5.27M0.0%-1.1%0.463%
7/17/2024First PREMIER Bank42,952$843K0.2%-9.6%0.074%
7/17/2024Provident Wealth Management LLC190,052$3.73M1.4%+8.7%0.328%
7/17/2024 AdvisorNet Financial Inc46,498$913K0.1%+30.9%0.080%
7/16/2024 Wealth Enhancement Advisory Services LLC27,544$541K0.0%-5.8%0.048%
7/15/2024Dynamic Advisor Solutions LLC248,757$4.89M0.2%+2.4%0.430%
7/15/2024RFG Advisory LLC38,476$756K0.0%+2.0%0.066%
7/12/2024 Sax Wealth Advisors LLC14,500$285K0.0%N/A0.025%
7/10/2024CWM LLC4,213$83K0.0%+164.6%0.007%
7/9/2024Mather Group LLC.12,501$258K0.0%+8.7%0.022%
7/8/2024 City State Bank24,760$486K0.2%+60.8%0.043%
6/28/2024Bright Futures Wealth Management LLC.23,448$456K0.2%N/A0.040%
(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, 177 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 ($191.26M), LPL Financial LLC ($37.85M), United Capital Financial Advisers LLC ($27.56M), Wells Fargo & Company MN ($26.33M), Nan Shan Life Insurance Co. Ltd. ($15.18M), AlphaCore Capital LLC ($14.58M), and UBS Group AG ($9.50M).Learn more on PEY's institutional investors.

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

Of the 132 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: Northwestern Mutual Wealth Management Co. ($1.94M), LPL Financial LLC ($1.51M), Eagle Strategies LLC ($688.46K), International Assets Investment Management LLC ($575.55K), ICA Group Wealth Management LLC ($415.06K), Cetera Investment Advisers ($314.28K), and Dynamic Advisor Solutions LLC ($250.52K).

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

Institutional investors have bought a total of 10,645,487 shares in the last 24 months. This purchase volume represents approximately $349.87M in transactions.

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

Of the 107 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 ($434.12K), Salomon & Ludwin LLC ($353.91K), Cambridge Investment Research Advisors Inc. ($337.24K), UBS Group AG ($321.22K), and Evoke Wealth LLC ($310.95K).

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

Institutional investors have sold a total of 5,389,186 shares in the last 24 months. This volume of shares sold represents approximately $128.17M in transactions.


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This page (NASDAQ:PEY) was last updated on 1/18/2025 by MarketBeat.com Staff
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