Free Trial
→ Genesis leading the smart algo revolution? (From Diversified Trading Institute) (Ad) Free PEY Stock Alerts

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

Invesco High Yield Equity Dividend Achievers ETF logo
$21.84 +0.03 (+0.14%)
(As of 10:17 AM ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$63.36M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$46.91M
Get PEY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco High Yield Equity Dividend Achievers ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PEY Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
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%
9/5/2024 Sanctuary Advisors LLC172,658$3.45M0.0%N/A0.301%
8/22/2024 Cetera Investment Advisers404,088$7.94M0.0%-2.7%0.704%
8/19/2024 B. Riley Wealth Advisors Inc.26,513$521K0.0%-1.9%0.046%
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%
8/10/2024 Virtu 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%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

YES, I WANT THE #1 CRYPTO NOW
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%
5/20/2024 Virtu Financial LLC48,611$1.00M0.1%-75.7%0.082%
5/17/2024 Comerica Bank50,321$1.04M0.0%-11.3%0.085%
5/16/2024 B. Riley Wealth Advisors Inc.27,027$519K0.0%+13.4%0.046%
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%
(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 ($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 137 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), 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 10,578,303 shares in the last 24 months. This purchase volume represents approximately $352.73M 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 5,391,381 shares in the last 24 months. This volume of shares sold represents approximately $128.39M in transactions.


Related Companies

This page (NASDAQ:PEY) was last updated on 12/18/2024 by MarketBeat.com Staff
From Our Partners
Uncover the Top Gold Stock of the Bull Market
Gold Stocks Are Surging—Is West Red Lake Gold Mines Your Next Profit Play?
Huge Alerts | Sponsored
Healthcare Takes A Big Step Forward With The Help of A.I.
To date, we've seen baseline AI models lay the groundwork. Tools like ChatGPT are useful, but they are still s...
Wall Street Star | Sponsored
Is Starlink Set For The Largest IPO In History?
He turned PayPal from a tiny, off-the-radar startup… to a massive $64 billion giant. Then, he did it again ...
Paradigm Press | Sponsored
The #1 Crypto for AI
We’ve issued an urgent landmark trade alert for a new crypto wonder. So, I decided to give you this heads-u...
Weiss Ratings | Sponsored
2025’s #1 Trump Trade
All the Energy You Need to Power Your Entire Life... Could Fit Inside This Single Soda Can. Three Companies...
The Oxford Club | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
This drone stock is setting up to transform medical supply delivery
Drone stocks are on a tear, with certain symbols seeing gains as high as 300% over just a matter of weeks.
The Tomorrow Investor | Sponsored
Seeing is believing…
Today, I want to share all the details with you… and show you how to leverage this incredible wealth-building ...
Porter & Company | Sponsored