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

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(As of 05/17/2024 08:54 PM 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)
71
Total
Institutional Inflows
(last 12 months)
$56.11M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$67.56M
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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
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%
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%
5/1/2024 GLOBALT Investments LLC GA102,746$2.12M0.1%-5.8%0.173%
4/30/2024 Private Advisor Group LLC84,893$1.75M0.0%+28.4%0.143%
4/30/2024 Consolidated Portfolio Review Corp14,969$309K0.1%-15.6%0.025%
4/29/2024Commonwealth Equity Services LLC237,972$4.91M0.0%+15.2%0.400%
4/29/2024 Benjamin F. Edwards & Company Inc.62,987$1.30M0.0%-8.7%0.106%
4/25/2024 Capital Investment Advisory Services LLC13,899$287K0.0%-23.0%0.023%
4/25/2024 Eudaimonia Advisors LLC14,322$296K0.2%-15.4%0.024%
4/25/2024 Cambridge Investment Research Advisors Inc.99,968$2.06M0.0%+7.1%0.168%
4/24/2024 Spire Wealth Management7,387$153K0.0%-11.7%0.012%
4/23/2024 Revisor Wealth Management LLC28,920$604K0.3%N/A0.048%
4/23/2024 Raymond James Financial Services Advisors Inc.322,610$6.66M0.0%-19.9%0.541%
4/22/2024 PFG Investments LLC18,724$387K0.0%N/A0.031%
4/22/2024 Provident Wealth Management LLC174,867$3.61M1.4%+1.4%0.293%
4/22/2024 Raymond James & Associates271,313$5.60M0.0%-10.4%0.455%
4/16/2024 Pasadena Private Wealth LLC27,462$567K0.1%+17.7%0.046%
4/16/2024 Wealth Enhancement Advisory Services LLC29,239$604K0.0%-6.2%0.049%
4/15/2024 Sovereign Financial Group Inc.21,113$436K0.1%-2.4%0.035%
4/12/2024 Dynamic Advisor Solutions LLC242,835$5.02M0.2%+2.4%0.407%
4/12/2024 First PREMIER Bank47,502$981K0.3%-2.1%0.080%
4/11/2024 City State Bank15,400$318K0.1%-6.1%0.026%
4/11/2024 RFG Advisory LLC37,739$779K0.0%+5.3%0.063%
4/5/2024 NBC Securities Inc.3,601$74K0.0%-19.4%0.006%
3/15/2024 B. Riley Wealth Advisors Inc.23,836$504K0.0%-11.8%0.038%
3/8/2024 ICA Group Wealth Management LLC2,793$59K0.0%N/A0.004%
2/26/2024 Integrated Advisors Network LLC75,137$1.59M0.1%-7.8%0.120%
2/26/2024Virtu Financial LLC199,901$4.23M0.3%+1.9%0.319%
2/23/2024 Chicago Partners Investment Group LLC12,090$244K0.0%N/A0.019%
2/20/2024 GLOBALT Investments LLC GA109,090$2.31M0.1%N/A0.174%
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2/15/2024 Comerica Bank56,751$1.20M0.0%-1.6%0.091%
2/14/2024 Waverly Advisors LLC331,334$7.00M0.3%+1.9%0.529%
2/13/2024 Cetera Advisor Networks LLC280,899$5.94M0.0%-2.9%0.448%
2/13/2024 CIBC Private Wealth Group LLC28,615$605K0.0%+6.9%0.046%
2/12/2024 New Republic Capital LLC21,940$464K0.3%N/A0.035%
2/12/2024Focus Financial Network Inc. ADV23,831$504K0.0%N/A0.038%
2/12/2024 Stifel Financial Corp218,128$4.61M0.0%-66.6%0.348%
2/9/2024 Cambridge Investment Research Advisors Inc.93,321$1.97M0.0%-12.8%0.149%
2/9/2024 JPL Wealth Management LLC110,672$2.34M1.7%N/A0.177%
2/9/2024 Wells Fargo & Company MN1,245,256$26.33M0.0%-8.4%1.988%
2/9/2024 UBS Group AG449,366$9.50M0.0%-40.1%0.717%
2/8/2024 Meridian Wealth Management LLC171,371$3.62M0.2%N/A0.274%
2/8/2024 Beacon Pointe Advisors LLC64,067$1.35M0.0%-5.2%0.102%
2/8/2024 Janney Montgomery Scott LLC54,285$1.15M0.0%+8.6%0.087%
2/7/2024 Avantax Advisory Services Inc.161,391$3.41M0.0%-4.8%0.258%
2/7/2024 Principal Securities Inc.37,057$783K0.0%N/A0.059%
2/6/2024 Sovereign Financial Group Inc.21,638$457K0.1%-13.3%0.035%
2/6/2024 Apollon Wealth Management LLC32,584$689K0.0%N/A0.052%
2/6/2024 Private Advisor Group LLC66,096$1.40M0.0%+0.8%0.106%
2/6/2024 Spire Wealth Management8,364$169K0.0%+30.4%0.013%
2/6/2024 Axxcess Wealth Management LLC53,099$1.12M0.0%+1.5%0.085%
2/6/2024 SouthState Corp20,261$428K0.0%-31.2%0.032%
2/5/2024 Choreo LLC11,707$247K0.0%N/A0.019%
2/2/2024 Truist Financial Corp22,603$478K0.0%-2.8%0.036%
2/2/2024 Atria Wealth Solutions Inc.69,531$1.47M0.0%+11.4%0.111%
2/2/2024 Capital Advisors Ltd. LLC193,147$4.08M0.6%-0.6%0.308%
2/1/2024 Eudaimonia Advisors LLC16,925$358K0.2%+9.4%0.027%
2/1/2024 Capital Investment Advisory Services LLC18,040$381K0.0%-4.0%0.029%
1/31/2024 J.W. Cole Advisors Inc.10,658$225K0.0%-38.2%0.017%
1/31/2024 Opus Capital Group LLC9,920$210K0.0%N/A0.016%
1/30/2024 Wealth Alliance47,297$1M0.1%+5.8%0.076%
1/30/2024 Capital Analysts LLC41,413$875K0.0%+6.0%0.066%
1/30/2024 Investors Research Corp230,172$4.87M1.2%+3.2%0.367%
1/29/2024 Consolidated Portfolio Review Corp17,727$375K0.1%-2.7%0.028%
1/26/2024 GHP Investment Advisors Inc.165,496$3.50M0.2%-0.8%0.264%
1/26/2024 Eagle Strategies LLC30,527$645K0.1%-59.6%0.049%
1/26/2024 Geneos Wealth Management Inc.3,127$66K0.0%+25.0%0.005%
1/25/2024 RFG Advisory LLC35,838$758K0.0%N/A0.057%
1/25/2024 Madrona Financial Services LLC10,295$218K0.1%-19.5%0.016%
1/25/2024 International Assets Investment Management LLC24,894$526K0.0%N/A0.040%
1/24/2024 Provident Wealth Management LLC172,383$3.64M1.6%+1.5%0.275%
1/24/2024 Barrett & Company Inc.45,367$959K0.5%-1.8%0.072%
1/24/2024 Stratos Wealth Partners LTD.44,533$941K0.0%+2.9%0.071%
1/24/2024 Sowell Financial Services LLC12,923$273K0.0%-7.0%0.021%
1/24/2024 International Assets Investment Management LLC526,259$11.13M0.0%N/A0.838%
1/24/2024 SteelPeak Wealth LLC22,050$466K0.0%N/A0.035%
1/23/2024StrategIQ Financial Group LLC18,072$382K0.0%-5.1%0.029%
1/19/2024 AdvisorNet Financial Inc35,823$757K0.1%-17.5%0.057%
1/17/2024 IFG Advisory LLC19,255$407K0.0%-27.7%0.031%
1/17/2024 Cresta Advisors Ltd.97,198$2.06M1.4%-1.6%0.154%
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1/17/2024 First PREMIER Bank48,502$1.03M0.3%-5.7%0.077%
1/16/2024 Raymond James Financial Services Advisors Inc.402,512$8.51M0.0%+35.4%0.639%
1/16/2024 Raymond James & Associates302,955$6.40M0.0%-6.3%0.481%
1/12/2024 Cedar Brook Financial Partners LLC52,105$1.08M0.2%-9.9%0.083%
1/11/2024 Dynamic Advisor Solutions LLC237,033$5.00M0.2%N/A0.376%
1/11/2024 Atlas Private Wealth Advisors20,720$438K0.1%-37.8%0.033%
1/11/2024 Pasadena Private Wealth LLC23,341$493K0.1%+4.7%0.037%
1/11/2024 BKM Wealth Management LLC28,653$606K0.0%N/A0.045%
1/10/2024 David J Yvars Group11,800$251K0.2%N/A0.019%
1/9/2024IFP Advisors Inc108,357$2.29M0.1%+1.8%0.172%
(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), Northwestern Mutual Wealth Management Co. ($48.54M), LPL Financial LLC ($47.57M), United Capital Financial Advisers LLC ($27.56M), Wells Fargo & Company MN ($26.33M), Nan Shan Life Insurance Co. Ltd. ($15.18M), and AlphaCore Capital LLC ($14.58M).Learn more on PEY's institutional investors.

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

Of the 156 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. ($2.03M), LPL Financial LLC ($1.94M), Bank of America Corp DE ($1.27M), Eagle Strategies LLC ($667.17K), Wells Fargo & Company MN ($596.68K), International Assets Investment Management LLC ($551.15K), and Continental Investors Services Inc. ($435.20K).

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

Institutional investors have bought a total of 15,181,334 shares in the last 24 months. This purchase volume represents approximately $564.34M in transactions.

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

Of the 103 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), Cambridge Investment Research Advisors Inc. ($416.21K), UBS Group AG ($321.22K), Ahrens Investment Partners LLC ($295.86K), and Cetera Advisor Networks LLC ($267.71K).

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

Institutional investors have sold a total of 4,828,941 shares in the last 24 months. This volume of shares sold represents approximately $124.50M in transactions.


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This page (NASDAQ:PEY) was last updated on 5/20/2024 by MarketBeat.com Staff

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