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

Invesco High Yield Equity Dividend Achievers ETF logo
$20.48 +0.36 (+1.79%)
Closing price 05/27/2025 04:00 PM Eastern
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$20.48 0.00 (0.00%)
As of 05/27/2025 05:48 PM Eastern
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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)
105
Total
Institutional Inflows
(last 12 months)
$72.13M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$44.61M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Jones Financial Companies Lllp47,920$1.03M0.0%-65.3%0.087%
5/16/2025 NewEdge Advisors LLC44,454$954K0.0%-2.3%0.081%
5/16/2025 Curi RMB Capital LLC24,451$525K0.0%+139.2%0.045%
5/15/2025 EP Wealth Advisors LLC5,196$112K0.0%-9.3%0.009%
5/15/2025 Capital Investment Counsel LLC14,852$319K0.1%-7.8%0.027%
5/15/2025 Royal Bank of Canada196,699$4.22M0.0%-1.1%0.359%
5/14/2025 Apexium Financial LP99,637$2.14M0.1%+82.4%0.182%
5/14/2025 Comerica Bank77,802$1.67M0.0%+69.5%0.142%
5/14/2025 Synovus Financial Corp11,092$238K0.0%-41.6%0.020%
5/14/2025 Northwestern Mutual Wealth Management Co.130,505$2.80M0.0%+16.0%0.238%
5/14/2025 Flow Traders U.S. LLC60,094$1.29M0.1%N/A0.110%
5/14/2025 Capital Analysts LLC1,262$27K0.0%N/A0.002%
5/13/2025 Raymond James Financial Inc.642,378$13.79M0.0%+1.5%1.171%
5/13/2025 HighTower Advisors LLC95,237$2.05M0.0%-0.8%0.174%
5/12/2025 Meridian Wealth Management LLC21,601$464K0.0%-82.5%0.039%
5/12/2025 Benjamin Edwards Inc.48,069$1.03M0.0%-2.1%0.088%
5/12/2025 AlphaCore Capital LLC186,362$4.00M0.3%N/A0.340%
5/12/2025 Cresta Advisors Ltd.103,196$2.22M1.1%+6.0%0.188%
5/9/2025 Atria Wealth Solutions Inc.12,393$266K0.0%-12.5%0.023%
5/8/2025 Pasadena Private Wealth LLC32,885$706K0.1%-2.0%0.060%
5/8/2025 Harbour Investments Inc.33,934$729K0.0%-7.0%0.062%
5/7/2025 Creekside Partners14,998$322K0.2%N/A0.027%
5/7/2025 New Republic Capital LLC5,566$120K0.1%-71.3%0.010%
5/7/2025 LPL Financial LLC1,941,778$41.69M0.0%+0.2%3.540%
5/7/2025 GLOBALT Investments LLC GA36,384$781K0.0%-58.5%0.066%
5/6/2025 Cetera Investment Advisers405,110$8.70M0.0%-0.5%0.738%
5/6/2025 Avantax Advisory Services Inc.67,497$1.45M0.0%-39.9%0.123%
5/6/2025 Brookwood Investment Group LLC11,645$250K0.0%N/A0.021%
5/6/2025 Lifeworks Advisors LLC20,047$430K0.1%-12.4%0.037%
5/6/2025 AE Wealth Management LLC7,464$160K0.0%+8.5%0.014%
5/6/2025 JPL Wealth Management LLC162,810$3.36M1.3%N/A0.297%
5/6/2025 PFG Advisors35,709$767K0.0%-9.7%0.065%
5/5/2025 Millstone Evans Group LLC1,519$33K0.0%N/A0.003%
5/5/2025 Wealth Alliance LLC82,802$1.78M0.2%-3.3%0.151%
5/5/2025 IFP Advisors Inc110,130$2.36M0.1%+2.0%0.201%
5/5/2025 Kestra Private Wealth Services LLC23,014$494K0.0%+37.7%0.042%
5/5/2025 Private Advisor Group LLC82,133$1.76M0.0%-3.2%0.150%
5/2/2025 Cullen Frost Bankers Inc.5,352$115K0.0%+12.0%0.010%
5/2/2025 SageOak Financial LLC9,509$204K0.2%-74.5%0.017%
4/30/2025 Brick & Kyle Associates104,890$2.23M1.0%+1.9%0.191%
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4/30/2025 New Insight Wealth Advisors170,189$3.65M1.7%-3.3%0.310%
4/29/2025 Envestnet Asset Management Inc.124,014$2.66M0.0%-13.5%0.226%
4/29/2025 Novare Capital Management LLC10,835$233K0.0%-7.7%0.020%
4/29/2025 Capital Investment Advisory Services LLC15,724$338K0.0%+31.8%0.029%
4/29/2025 OneDigital Investment Advisors LLC108,261$2.32M0.0%-1.0%0.197%
4/29/2025 Aurora Private Wealth Inc.10,856$233K0.1%N/A0.020%
4/28/2025 Axis Wealth Partners LLC69,342$1.49M1.1%-7.8%0.126%
4/28/2025 Revisor Wealth Management LLC15,960$343K0.2%N/A0.029%
4/28/2025 Private Trust Co. NA4,250$91K0.0%+86.1%0.008%
4/28/2025 Salomon & Ludwin LLC226,555$4.86M0.5%-1.5%0.413%
4/23/2025 Aurora Private Wealth Inc.10,856$233K0.0%N/A0.020%
4/23/2025 International Assets Investment Management LLC22,216$477K0.0%-9.0%0.040%
4/23/2025 GHP Investment Advisors Inc.155,339$3.34M0.2%-1.7%0.283%
4/22/2025 Cambridge Investment Research Advisors Inc.113,226$2.43M0.0%+41.8%0.206%
4/22/2025 First PREMIER Bank39,890$857K0.2%-2.6%0.073%
4/21/2025 Good Steward Wealth Advisors LLC34,965$751K0.7%N/A0.064%
4/17/2025 Precedent Wealth Partners LLC36,404$782K0.2%-3.6%0.066%
4/17/2025 Dynamic Advisor Solutions LLC23,286$500K0.0%-5.3%0.042%
4/16/2025 Wealth Enhancement Advisory Services LLC37,604$807K0.0%-6.3%0.068%
4/16/2025 Founders Grove Wealth Partners LLC227,546$4.89M1.4%-0.7%0.413%
4/15/2025 Capital Advisory Group Advisory Services LLC168,552$3.62M1.4%-1.4%0.306%
4/15/2025 Integrated Advisors Network LLC52,866$1.14M0.1%-7.5%0.096%
4/14/2025 Farther Finance Advisors LLC3,742$80K0.0%+91.7%0.007%
4/14/2025 Capital 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%
3/17/2025 Wealth 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%
2/25/2025 Brick & Kyle Associates102,892$2.19M0.9%+4.9%0.184%
2/25/2025 Integrated Advisors Network LLC57,154$1.22M0.1%-13.8%0.102%
2/17/2025 Waverly Advisors LLC380,351$8.09M0.1%+0.4%0.681%
2/17/2025 CoreCap Advisors LLC17,792$378K0.0%+26.4%0.032%
2/17/2025 Cresset Asset Management LLC46,750$994K0.0%-49.8%0.084%
2/17/2025 Cetera Investment Advisers407,172$8.66M0.0%+1.5%0.729%
2/17/2025 Captrust Financial Advisors76,239$1.62M0.0%-7.2%0.136%
2/17/2025 Bank of America Corp DE6,148,404$130.72M0.0%+2.3%11.001%
2/17/2025 Benjamin Edwards Inc.49,110$1.04M0.0%-6.9%0.088%
2/17/2025 Ameriprise Financial Inc.222,153$4.70M0.0%+7.9%0.397%
2/14/2025 Mercer Global Advisors Inc. ADV14,219$302K0.0%+32.7%0.025%
2/14/2025 Beacon Pointe Advisors LLC57,536$1.22M0.0%-1.4%0.103%
2/14/2025 IHT Wealth Management LLC47,216$1.00M0.0%+7.4%0.084%
2/14/2025 Stifel Financial Corp56,293$1.20M0.0%-2.7%0.101%
2/14/2025 OneDigital Investment Advisors LLC109,321$2.32M0.0%+2.3%0.196%
2/14/2025 Tower Research Capital LLC TRC14,237$303K0.0%-76.1%0.025%
2/14/2025 MML Investors Services LLC71,710$1.53M0.0%-4.9%0.128%
2/14/2025 GeoWealth Management LLC29,386$625K0.0%+20.2%0.053%
2/13/2025 NewEdge Advisors LLC45,482$967K0.0%-4.4%0.081%
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2/13/2025 United Capital Financial Advisors LLC183,626$3.90M0.0%-4.6%0.329%
2/13/2025 Rockefeller Capital Management L.P.11,040$235K0.0%N/A0.020%
2/13/2025 Cerity Partners LLC20,189$429K0.0%N/A0.036%
2/13/2025 Envestnet Asset Management Inc.143,423$3.05M0.0%+11.2%0.257%
2/13/2025 Wells Fargo & Company MN1,275,357$27.11M0.0%-2.4%2.282%
2/12/2025 JPMorgan Chase & Co.15,370$327K0.0%+19.9%0.028%
2/12/2025 Tyler Stone Wealth Management9,547$203K0.0%N/A0.017%
2/11/2025 LPL Financial LLC1,937,371$41.19M0.0%+2.4%3.466%
2/11/2025 Virtu Financial LLC91,489$1.95M0.1%N/A0.164%
2/11/2025 SageOak Financial LLC37,314$793K0.7%N/A0.067%
(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, 183 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 ($41.69M), United Capital Financial Advisers LLC ($27.56M), Wells Fargo & Company MN ($27.11M), Raymond James Financial Inc. ($13.79M), UBS Group AG ($9.50M), and Cetera Investment Advisers ($8.70M).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: Raymond James Financial Inc. ($642.38K), International Assets Investment Management LLC ($575.55K), AlphaCore Capital LLC ($366.53K), Cetera Investment Advisers ($320.36K), JPL Wealth Management LLC ($279.02K), 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 6,443,901 shares in the last 24 months. This purchase volume represents approximately $133.82M in transactions.

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

Of the 115 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 ($372.93K), Capital Investment Counsel LLC ($341.78K), UBS Group AG ($320.04K), 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 5,683,691 shares in the last 24 months. This volume of shares sold represents approximately $115.29M in transactions.


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This page (NASDAQ:PEY) was last updated on 5/28/2025 by MarketBeat.com Staff
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