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

Invesco High Yield Equity Dividend Achievers ETF logo
$22.08 0.00 (0.00%)
(As of 11/15/2024 ET)
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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)
78
Total
Institutional Inflows
(last 12 months)
$62.41M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$46.80M
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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
11/15/2024MML 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%
11/15/2024 HighTower Advisors LLC95,373$2.09M0.0%-31.2%0.169%
11/15/2024 Benjamin Edwards Inc.52,747$1.16M0.0%N/A0.093%
11/14/2024 Captrust Financial Advisors82,147$1.80M0.0%+1.8%0.146%
11/13/2024 FMR LLC21,861$479K0.0%+8.8%0.039%
11/12/2024 Capital Investment Counsel LLC356,629$7.82M1.4%+2.1%0.632%
11/12/2024 Meridian Wealth Management LLC192,444$4.22M0.2%+7.2%0.341%
11/12/2024 Investors Research Corp261,700$5.74M1.3%+7.2%0.464%
11/8/2024 Prospera Financial Services Inc36,814$807K0.0%+2.6%0.065%
11/7/2024 GLOBALT Investments LLC GA90,112$1.98M0.1%-2.6%0.160%
11/6/2024 OneDigital Investment Advisors LLC106,913$2.35M0.0%-14.6%0.189%
11/6/2024 Lifeworks Advisors LLC22,878$502K0.1%-12.9%0.041%
11/6/2024 Planning Capital Management Corp5,076$111K0.1%-10.7%0.009%
11/5/2024 Harbour Investments Inc.41,397$908K0.0%-5.8%0.073%
11/4/2024 Colonial River Investments LLC98,741$2.17M1.1%+3.0%0.175%
11/4/2024 Axxcess Wealth Management LLC150,630$3.30M0.1%+1.8%0.267%
11/1/2024 Atria Investments Inc179,187$3.93M0.0%-0.5%0.318%
10/29/2024 Janney Montgomery Scott LLC58,755$1.29M0.0%+3.1%0.103%
10/29/2024 Farther Finance Advisors LLC4,424$97K0.0%+889.7%0.008%
10/25/2024 Integrated Advisors Network LLC66,341$1.46M0.1%-13.1%0.117%
10/25/2024 Fortitude Family Office LLC1,400$31K0.0%N/A0.002%
10/24/2024 Salomon & Ludwin LLC247,993$5.44M0.6%-12.6%0.436%
10/24/2024 Capital 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%
10/23/2024 BKM Wealth Management LLC26,087$572K0.2%-3.7%0.046%
10/22/2024 Private Advisor Group LLC81,161$1.78M0.0%-1.1%0.143%
10/22/2024 Financial Insights Inc.14,100$309K0.1%+3.7%0.025%
10/18/2024Capital Investment Advisors LLC17,149$376K0.0%N/A0.030%
10/18/2024Precedent Wealth Partners LLC37,018$812K0.3%+169.4%0.065%
10/17/2024Kozak & Associates Inc.8,782$197K0.0%-36.0%0.015%
10/16/2024 Provident Wealth Management LLC206,603$4.53M1.5%+8.7%0.364%
10/11/2024 Creative Planning25,026$549K0.0%-5.2%0.044%
10/8/2024 First PREMIER Bank41,420$908K0.2%-3.6%0.073%
10/8/2024 Dynamic Advisor Solutions LLC250,524$5.49M0.2%+0.7%0.441%
10/8/2024 Mather Group LLC.11,496$252K0.0%-8.0%0.020%
9/5/2024Sanctuary Advisors LLC172,658$3.45M0.0%N/A0.301%
8/22/2024 Cetera 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%
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8/16/2024 NewEdge Advisors LLC55,716$1.09M0.0%-11.2%0.097%
8/16/2024 Northwestern Mutual Wealth Management Co.127,943$2.51M0.0%-31.0%0.223%
8/16/2024 Creative Planning26,403$519K0.0%-2.3%0.046%
8/16/2024 Brick & Kyle Associates98,778$1.94M0.8%+1.1%0.172%
8/14/2024 Evoke 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%
8/12/2024 Mercer Global Advisors Inc. ADV14,308$281K0.0%-38.8%0.025%
8/10/2024 Wealth Alliance53,970$1.06M0.1%+10.7%0.094%
8/10/2024 Axxcess Wealth Management LLC147,955$2.91M0.1%+182.2%0.258%
8/10/2024Virtu Financial LLC174,791$3.43M0.2%+259.6%0.305%
8/8/2024 Envestnet Asset Management Inc.150,547$2.96M0.0%+6.8%0.262%
8/8/2024 Stolper Co29,077$571K0.2%+2.1%0.051%
8/8/2024 GHP Investment Advisors Inc.161,355$3.17M0.2%-1.6%0.281%
8/8/2024 Eagle Strategies LLC21,285$418K0.1%N/A0.037%
8/8/2024 LPL Financial LLC1,927,190$37.85M0.0%+2.5%3.358%
8/5/2024 Private Advisor Group LLC82,051$1.61M0.0%-3.3%0.143%
8/2/2024 Advanced Asset Management Advisors Inc1,880$37K0.0%-39.6%0.003%
8/1/2024 Consolidated Portfolio Review Corp17,757$349K0.1%+18.6%0.031%
8/1/2024JPL Wealth Management LLC132,424$2.60M1.3%+4.4%0.230%
7/31/2024 IFG Advisory LLC19,623$385K0.0%+18.0%0.034%
7/26/2024 Cambridge Investment Research Advisors Inc.97,800$1.92M0.0%-2.2%0.170%
7/26/2024 Signature Estate & Investment Advisors LLC49,213$967K0.0%N/A0.086%
7/26/2024 Bristlecone Advisors LLC5,405$106K0.0%N/A0.009%
7/26/2024 Salomon & Ludwin LLC283,663$5.54M0.6%-46.4%0.493%
7/25/2024 Capital Advisors Ltd. LLC191,301$3.76M0.5%-0.8%0.332%
7/24/2024 Herold 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%
7/22/2024 Capital 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%
7/22/2024 Colonial River Wealth Management LLC95,845$1.88M1.0%+18.7%0.166%
7/19/2024 Pasadena Private Wealth LLC28,561$561K0.1%+4.0%0.050%
7/19/2024Raymond James & Associates268,211$5.27M0.0%-1.1%0.463%
7/17/2024 First PREMIER Bank42,952$843K0.2%-9.6%0.074%
7/17/2024 Provident 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%
7/15/2024 Dynamic Advisor Solutions LLC248,757$4.89M0.2%+2.4%0.430%
7/15/2024RFG Advisory LLC38,476$756K0.0%+2.0%0.066%
7/12/2024Sax Wealth Advisors LLC14,500$285K0.0%N/A0.025%
7/10/2024 CWM LLC4,213$83K0.0%+164.6%0.007%
7/9/2024 Mather Group LLC.12,501$258K0.0%+8.7%0.022%
7/8/2024 City State Bank24,760$486K0.2%+60.8%0.043%
6/28/2024 Bright Futures Wealth Management LLC.23,448$456K0.2%N/A0.040%
5/24/2024Cetera Advisors LLC68,107$1.41M0.0%+256.4%0.115%
5/24/2024 Cetera Investment Advisers415,494$8.58M0.0%+294.2%0.700%
5/21/2024 Atria Investments Inc168,441$3.48M0.0%+1.9%0.284%
5/20/2024Virtu Financial LLC48,611$1.00M0.1%-75.7%0.082%
5/17/2024 Comerica Bank50,321$1.04M0.0%-11.3%0.085%
5/16/2024B. Riley Wealth Advisors Inc.27,027$519K0.0%+13.4%0.046%
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5/16/2024 Waverly Advisors LLC353,047$7.29M0.2%+6.6%0.595%
5/14/2024 Axxcess Wealth Management LLC52,434$1.08M0.0%-1.3%0.088%
5/9/2024 New Insight Wealth Advisors211,689$4.37M2.7%-6.7%0.357%
5/8/2024 Avantax Advisory Services Inc.120,474$2.49M0.0%-25.4%0.203%
5/7/2024 Chilton Capital Management LLC1,512$31K0.0%N/A0.003%
5/7/2024 NTV Asset Management LLC13,340$275K0.0%-7.0%0.022%
5/7/2024 PFG Advisors37,857$782K0.1%-2.1%0.064%
5/4/2024 Geneos Wealth Management Inc.2,502$52K0.0%-20.0%0.004%
5/3/2024 GSA Capital Partners LLP23,805$492K0.0%-38.1%0.040%
5/2/2024 Salomon & Ludwin LLC529,615$10.94M0.9%-9.5%0.891%
(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, 182 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 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: Northwestern Mutual Wealth Management Co. ($1.94M), LPL Financial LLC ($1.51M), Eagle Strategies LLC ($688.46K), International Assets Investment Management LLC ($551.15K), Continental Investors Services Inc. ($435.20K), ICA Group Wealth Management LLC ($415.06K), and Cetera Investment Advisers ($314.28K).

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

Institutional investors have bought a total of 10,961,201 shares in the last 24 months. This purchase volume represents approximately $367.96M in transactions.

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

Of the 106 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 5,386,470 shares in the last 24 months. This volume of shares sold represents approximately $128.28M in transactions.


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This page (NASDAQ:PEY) was last updated on 11/17/2024 by MarketBeat.com Staff
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