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

Invesco High Yield Equity Dividend Achievers ETF logo
$21.09 -0.04 (-0.19%)
Closing price 03:59 PM Eastern
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$21.10 +0.02 (+0.07%)
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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)
101
Total
Institutional Inflows
(last 12 months)
$74.64M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$45.33M
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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
7/17/2025Janney Montgomery Scott LLC57,835$1.18M0.0%-3.3%0.107%
7/16/2025 New Insight Wealth Advisors140,618$2.87M1.2%-17.4%0.261%
7/16/2025 Cresta Advisors Ltd.114,411$2.34M1.1%+10.9%0.212%
7/15/2025 Axis Wealth Partners LLC66,248$1.35M0.9%-4.5%0.123%
7/14/2025 AdvisorNet Financial Inc198,020$4.04M0.3%+82.9%0.367%
7/11/2025 First PREMIER Bank38,540$787K0.2%-3.4%0.071%
7/11/2025 Farther Finance Advisors LLC2,477$51K0.0%-33.8%0.005%
7/10/2025 Stolper Co29,786$608K0.2%+3.2%0.055%
7/10/2025 Wealth Enhancement Advisory Services LLC35,888$764K0.0%-4.6%0.066%
7/10/2025 Capital Advisory Group Advisory Services LLC165,894$3.39M1.2%-1.6%0.307%
7/10/2025 Focus Financial Network Inc.11,448$234K0.0%N/A0.021%
7/7/2025 Investors Research Corp326,848$6.67M1.3%+6.9%0.605%
7/7/2025 Good Steward Wealth Advisors LLC104,939$2.14M1.7%+200.1%0.194%
5/16/2025Jones Financial Companies Lllp47,920$1.03M0.0%-65.3%0.087%
5/16/2025NewEdge Advisors LLC44,454$954K0.0%-2.3%0.081%
5/16/2025Curi RMB Capital LLC24,451$525K0.0%+139.2%0.045%
5/15/2025EP Wealth Advisors LLC5,196$112K0.0%-9.3%0.009%
5/15/2025Capital Investment Counsel LLC14,852$319K0.1%-7.8%0.027%
5/15/2025Royal Bank of Canada196,699$4.22M0.0%-1.1%0.359%
5/14/2025Apexium Financial LP99,637$2.14M0.1%+82.4%0.182%
5/14/2025Comerica Bank77,802$1.67M0.0%+69.5%0.142%
5/14/2025Synovus Financial Corp11,092$238K0.0%-41.6%0.020%
5/14/2025Northwestern Mutual Wealth Management Co.130,505$2.80M0.0%+16.0%0.238%
5/14/2025Flow Traders U.S. LLC60,094$1.29M0.1%N/A0.110%
5/14/2025Capital Analysts LLC1,262$27K0.0%N/A0.002%
5/13/2025Raymond James Financial Inc.642,378$13.79M0.0%+1.5%1.171%
5/13/2025HighTower Advisors LLC95,237$2.05M0.0%-0.8%0.174%
5/12/2025Meridian Wealth Management LLC21,601$464K0.0%-82.5%0.039%
5/12/2025Benjamin Edwards Inc.48,069$1.03M0.0%-2.1%0.088%
5/12/2025AlphaCore Capital LLC186,362$4.00M0.3%N/A0.340%
5/12/2025 Cresta Advisors Ltd.103,196$2.22M1.1%+6.0%0.188%
5/9/2025Atria Wealth Solutions Inc.12,393$266K0.0%-12.5%0.023%
5/8/2025Pasadena Private Wealth LLC32,885$706K0.1%-2.0%0.060%
5/8/2025Harbour Investments Inc.33,934$729K0.0%-7.0%0.062%
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%
5/6/2025Cetera Investment Advisers405,110$8.70M0.0%-0.5%0.738%
5/6/2025Avantax Advisory Services Inc.67,497$1.45M0.0%-39.9%0.123%
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5/6/2025Brookwood Investment Group LLC11,645$250K0.0%N/A0.021%
5/6/2025Lifeworks Advisors LLC20,047$430K0.1%-12.4%0.037%
5/6/2025AE Wealth Management LLC7,464$160K0.0%+8.5%0.014%
5/6/2025JPL Wealth Management LLC162,810$3.36M1.3%N/A0.297%
5/6/2025PFG Advisors35,709$767K0.0%-9.7%0.065%
5/5/2025Millstone Evans Group LLC1,519$33K0.0%N/A0.003%
5/5/2025Wealth Alliance LLC82,802$1.78M0.2%-3.3%0.151%
5/5/2025IFP Advisors Inc110,130$2.36M0.1%+2.0%0.201%
5/5/2025Kestra Private Wealth Services LLC23,014$494K0.0%+37.7%0.042%
5/5/2025Private Advisor Group LLC82,133$1.76M0.0%-3.2%0.150%
5/2/2025Cullen Frost Bankers Inc.5,352$115K0.0%+12.0%0.010%
5/2/2025SageOak Financial LLC9,509$204K0.2%-74.5%0.017%
4/30/2025Brick & 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%
4/29/2025Envestnet Asset Management Inc.124,014$2.66M0.0%-13.5%0.226%
4/29/2025Novare Capital Management LLC10,835$233K0.0%-7.7%0.020%
4/29/2025Capital Investment Advisory Services LLC15,724$338K0.0%+31.8%0.029%
4/29/2025OneDigital Investment Advisors LLC108,261$2.32M0.0%-1.0%0.197%
4/29/2025Aurora 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%
4/28/2025Private Trust Co. NA4,250$91K0.0%+86.1%0.008%
4/28/2025Salomon & Ludwin LLC226,555$4.86M0.5%-1.5%0.413%
4/23/2025Aurora Private Wealth Inc.10,856$233K0.0%N/A0.020%
4/23/2025International Assets Investment Management LLC22,216$477K0.0%-9.0%0.040%
4/23/2025GHP Investment Advisors Inc.155,339$3.34M0.2%-1.7%0.283%
4/22/2025Cambridge 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%
4/17/2025Precedent 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%
4/16/2025Founders 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%
4/15/2025Integrated 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%
4/11/2025City State Bank20,914$449K0.1%-9.5%0.038%
4/9/2025RFG 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%
2/25/2025Brick & 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%
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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 TRC14,237$303K0.0%-76.1%0.025%
(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 ($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 Invesco High Yield Equity Dividend Achievers ETF's institutional investors.

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

Of the 139 institutional investors that purchased Invesco High Yield Equity Dividend Achievers ETF's 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 3,549,990 shares in the last 24 months. This purchase volume represents approximately $74.64M in transactions.

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

Of the 75 institutional investors that sold Invesco High Yield Equity Dividend Achievers ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Investment Counsel LLC ($341.78K), Evoke Wealth LLC ($310.95K), Salomon & Ludwin LLC ($303.06K), Dynamic Advisor Solutions LLC ($227.24K), Meridian Wealth Management LLC ($170.84K), Jones Financial Companies Lllp ($90.15K), and Northwestern Mutual Wealth Management Co. ($57.41K).

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

Institutional investors have sold a total of 2,175,179 shares in the last 24 months. This volume of shares sold represents approximately $45.33M in transactions.


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This page (NASDAQ:PEY) was last updated on 7/18/2025 by MarketBeat.com Staff
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