Free Trial
→ The Trump Dump is starting; Get out of stocks now? (From Paradigm Press) (Ad) Buy PEY Stock  Free PEY Stock Alerts

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

Invesco High Yield Equity Dividend Achievers ETF logo
$19.97 +0.06 (+0.28%)
Closing price 03:59 PM Eastern
Extended Trading
$20.25 +0.28 (+1.42%)
As of 05:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$72.17M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$44.53M
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
5/7/2025Creekside Partners14,998$322K0.2%N/A0.027%
5/7/2025New Republic Capital LLC5,566$120K0.1%-71.3%0.010%
5/7/2025LPL Financial LLC1,941,778$41.69M0.0%+0.2%3.540%
5/7/2025GLOBALT 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%
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%
Silicon Valley Gold Rush (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
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%
2/17/2025Waverly 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%
2/17/2025 Cetera 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%
2/14/2025 OneDigital Investment Advisors LLC109,321$2.32M0.0%+2.3%0.196%
2/14/2025Tower Research Capital LLC TRC14,237$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%
2/13/2025 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%
2/13/2025Wells 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%
2/11/2025 SageOak Financial LLC37,314$793K0.7%N/A0.067%
2/10/2025 Axxcess 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%
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%
2/10/2025 Avantax Advisory Services Inc.112,345$2.39M0.0%+0.6%0.201%
2/10/2025 Farther Finance Advisors LLC1,952$41K0.0%-55.9%0.003%
2/7/2025 PFG 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%
2/7/2025 New Insight Wealth Advisors175,929$3.74M1.9%-8.9%0.315%
2/7/2025 Axis Wealth Partners LLC75,185$1.60M1.3%N/A0.135%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
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%
2/6/2025 Cullen Frost Bankers Inc.4,778$102K0.0%+418.8%0.009%
2/6/2025 Atria Investments Inc201,698$4.29M0.1%+12.6%0.361%
2/6/2025 Synergy 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%
(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, 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 ($41.69M), 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 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. ($632.88K), International Assets Investment Management LLC ($575.55K), Cetera Investment Advisers ($320.36K), JPL Wealth Management LLC ($279.02K), Dynamic Advisor Solutions LLC ($250.52K), Sanctuary Advisors LLC ($242.42K), and LPL Financial LLC ($241.03K).

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

Institutional investors have bought a total of 6,598,180 shares in the last 24 months. This purchase volume represents approximately $146.81M in transactions.

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

Of the 120 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 ($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 6,055,784 shares in the last 24 months. This volume of shares sold represents approximately $134.00M in transactions.


Related Companies

This page (NASDAQ:PEY) was last updated on 5/7/2025 by MarketBeat.com Staff
From Our Partners
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
Elon just did WHAT!?
As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they got...
Brownstone Research | Sponsored
Virtually Limitless Energy?
A radical energy breakthrough could change everything. Scientists at MIT and a stealth startup may have discov...
Stansberry Research | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored