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

Invesco High Yield Equity Dividend Achievers ETF logo
$19.73 +0.07 (+0.38%)
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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)
93
Total
Institutional Inflows
(last 12 months)
$67.62M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$44.35M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Farther Finance Advisors LLC3,742$80K0.0%+91.7%0.007%
4/14/2025Capital 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%
3/17/2025Wealth Enhancement Advisory Services LLC40,148$854K0.0%+51.1%0.072%
2/25/2025B. Riley Wealth Advisors Inc.20,897$444K0.0%-13.4%0.037%
2/25/2025Brick & Kyle Associates102,892$2.19M0.9%+4.9%0.184%
2/25/2025Integrated Advisors Network LLC57,154$1.22M0.1%-13.8%0.102%
2/17/2025Waverly Advisors LLC380,351$8.09M0.1%+0.4%0.681%
2/17/2025CoreCap Advisors LLC17,792$378K0.0%+26.4%0.032%
2/17/2025Cresset Asset Management LLC46,750$994K0.0%-49.8%0.084%
2/17/2025Cetera Investment Advisers407,172$8.66M0.0%+1.5%0.729%
2/17/2025Captrust Financial Advisors76,239$1.62M0.0%-7.2%0.136%
2/17/2025Bank of America Corp DE6,148,404$130.72M0.0%+2.3%11.001%
2/17/2025Benjamin Edwards Inc.49,110$1.04M0.0%-6.9%0.088%
2/17/2025Ameriprise Financial Inc.222,153$4.70M0.0%+7.9%0.397%
2/14/2025Mercer Global Advisors Inc. ADV14,219$302K0.0%+32.7%0.025%
2/14/2025Beacon Pointe Advisors LLC57,536$1.22M0.0%-1.4%0.103%
2/14/2025IHT Wealth Management LLC47,216$1.00M0.0%+7.4%0.084%
2/14/2025Stifel Financial Corp56,293$1.20M0.0%-2.7%0.101%
2/14/2025OneDigital Investment Advisors LLC109,321$2.32M0.0%+2.3%0.196%
2/14/2025Tower Research Capital LLC TRC 14,237$303K0.0%-76.1%0.025%
2/14/2025MML Investors Services LLC71,710$1.53M0.0%-4.9%0.128%
2/14/2025GeoWealth Management LLC29,386$625K0.0%+20.2%0.053%
2/13/2025NewEdge Advisors LLC45,482$967K0.0%-4.4%0.081%
2/13/2025United Capital Financial Advisors LLC183,626$3.90M0.0%-4.6%0.329%
2/13/2025Rockefeller Capital Management L.P.11,040$235K0.0%N/A0.020%
2/13/2025Cerity Partners LLC20,189$429K0.0%N/A0.036%
2/13/2025Envestnet Asset Management Inc.143,423$3.05M0.0%+11.2%0.257%
2/13/2025Wells Fargo & Company MN1,275,357$27.11M0.0%-2.4%2.282%
2/12/2025JPMorgan Chase & Co.15,370$327K0.0%+19.9%0.028%
2/12/2025Tyler Stone Wealth Management9,547$203K0.0%N/A0.017%
2/11/2025LPL Financial LLC1,937,371$41.19M0.0%+2.4%3.466%
2/11/2025Virtu Financial LLC91,489$1.95M0.1%N/A0.164%
2/11/2025SageOak Financial LLC37,314$793K0.7%N/A0.067%
2/10/2025Axxcess Wealth Management LLC151,213$3.22M0.1%+0.4%0.271%
2/10/2025GLOBALT Investments LLC GA87,683$1.86M0.1%-2.7%0.157%
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2/10/2025Harbour Investments Inc.36,493$776K0.0%-11.8%0.065%
2/10/2025Commonwealth Equity Services LLC232,090$4.93M0.0%+0.7%0.415%
2/10/2025Avantax Advisory Services Inc.112,345$2.39M0.0%+0.6%0.201%
2/10/2025Farther Finance Advisors LLC1,952$41K0.0%-55.9%0.003%
2/7/2025PFG Advisors39,550$841K0.1%+2.7%0.071%
2/7/2025HighTower Advisors LLC95,983$2.04M0.0%+0.6%0.172%
2/7/2025 Investors Research Corp280,227$5.96M1.3%+7.1%0.501%
2/7/2025New Insight Wealth Advisors175,929$3.74M1.9%-8.9%0.315%
2/7/2025Axis Wealth Partners LLC75,185$1.60M1.3%N/A0.135%
2/7/2025 Rialto Wealth Management LLC1,174$25K0.0%N/A0.002%
2/7/2025PNC Financial Services Group Inc.13,149$280K0.0%-7.4%0.024%
2/6/2025Raymond James Financial Inc.632,883$13.46M0.0%N/A1.132%
2/6/2025Cullen Frost Bankers Inc.4,778$102K0.0%+418.8%0.009%
2/6/2025Atria Investments Inc201,698$4.29M0.1%+12.6%0.361%
2/6/2025Synergy Investment Management LLC3,181$68K0.0%N/A0.006%
2/6/2025Steward Partners Investment Advisory LLC23,792$506K0.0%+7.5%0.043%
2/6/2025Meridian Wealth Management LLC123,478$2.63M0.1%-35.8%0.221%
2/6/2025Jones Financial Companies Lllp138,066$2.94M0.0%+113.6%0.247%
2/5/2025US Bancorp DE2,014$43K0.0%+244.9%0.004%
2/5/2025Private Trust Co. NA2,284$49K0.0%-63.9%0.004%
2/4/2025IFP Advisors Inc108,018$2.30M0.1%-0.6%0.193%
2/4/2025Capital Advisors Ltd. LLC188,385$4.01M0.5%-1.2%0.337%
2/4/2025Colonial River Investments LLC99,448$2.11M1.0%+0.7%0.178%
2/3/2025Capital Advisory Group Advisory Services LLC170,988$3.64M1.3%+3.1%0.306%
2/3/2025Wealth Alliance85,645$1.82M0.2%+41.7%0.153%
2/3/2025Private Advisor Group LLC84,861$1.80M0.0%+4.6%0.152%
2/3/2025Pasadena Private Wealth LLC33,545$713K0.1%+29.4%0.060%
1/31/2025Global Retirement Partners LLC8,625$183K0.0%-37.7%0.015%
1/31/2025BKM Wealth Management LLC27,599$587K0.2%+5.8%0.049%
1/31/2025Atria Wealth Solutions Inc.14,168$301K0.0%-46.6%0.025%
1/31/2025Truist Financial Corp23,973$510K0.0%+2.7%0.043%
1/31/2025Sanctuary Advisors LLC242,424$5.31M0.0%+3.9%0.434%
1/30/2025Principal Securities Inc.40,954$871K0.0%-1.5%0.073%
1/30/2025Salomon & Ludwin LLC230,115$4.89M0.5%-7.2%0.412%
1/29/2025Cornerstone Planning Group LLC10,123$224K0.1%-10.5%0.018%
1/29/2025Wagner Wealth Management LLC1,851$39K0.0%N/A0.003%
1/28/2025Compass Financial Services Inc12,428$264K0.1%N/A0.022%
1/27/2025GHP Investment Advisors Inc.158,094$3.36M0.2%-1.8%0.283%
1/23/2025Crews Bank & Trust7,190$153K0.0%N/A0.013%
1/23/2025Capital Investment Advisory Services LLC11,926$254K0.0%-13.2%0.021%
1/23/2025Capital Investment Counsel LLC16,104$342K0.1%-95.5%0.029%
1/23/2025SteelPeak Wealth LLC31,497$670K0.0%N/A0.056%
1/22/2025Apexium Financial LP54,613$1.16M0.1%N/A0.098%
1/22/2025Kingswood Wealth Advisors LLC14,804$315K0.0%-48.7%0.026%
1/21/2025Novare Capital Management LLC11,735$249K0.0%+14.7%0.021%
1/21/2025Precedent Wealth Partners LLC37,763$803K0.3%+2.0%0.067%
1/21/2025Dynamic Advisor Solutions LLC24,589$523K0.0%-90.2%0.044%
1/21/2025 RFG Advisory LLC36,500$776K0.0%+1.3%0.065%
1/17/2025First PREMIER Bank40,945$870K0.2%-1.1%0.073%
1/17/2025Janney Montgomery Scott LLC59,775$1.27M0.0%+1.7%0.107%
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1/15/2025Ameritas Advisory Services LLC25,830$549K0.0%+106.0%0.046%
1/14/2025Founders 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%
1/13/2025Capital 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%
1/8/2025International 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%
(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, 188 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 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: 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 6,839,614 shares in the last 24 months. This purchase volume represents approximately $162.28M 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 6,056,306 shares in the last 24 months. This volume of shares sold represents approximately $137.84M in transactions.


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This page (NASDAQ:PEY) was last updated on 4/15/2025 by MarketBeat.com Staff
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