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

Invesco High Yield Equity Dividend Achievers ETF logo
$21.18 -0.05 (-0.24%)
Closing price 10/7/2025 04:00 PM Eastern
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As of 10/7/2025 07:33 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)
106
Total
Institutional Inflows
(last 12 months)
$66.80M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$45.94M
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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
10/2/2025 Investors Research Corp341,508$7.20M1.3%+4.5%0.638%
9/22/2025Caldwell Trust Co4,280$87K0.0%N/A0.008%
9/4/2025Osaic Holdings Inc.194,114$3.96M0.0%-2.1%0.363%
8/19/2025B. Riley Wealth Advisors Inc.11,585$236K0.0%N/A0.022%
8/18/2025Brick & Kyle Associates105,613$2.24M1.0%+0.7%0.197%
8/15/2025Tower Research Capital LLC TRC 28,505$582K0.0%-12.3%0.053%
8/15/2025Captrust Financial Advisors84,466$1.72M0.0%+8.2%0.158%
8/15/2025Oxford Financial Group LTD. LLC34,514$704K0.0%-9.4%0.064%
8/15/2025MML Investors Services LLC67,607$1.38M0.0%+1.2%0.126%
8/15/2025IHT Wealth Management LLC48,033$980K0.0%-35.5%0.090%
8/15/2025EP Wealth Advisors LLC6,896$141K0.0%+32.7%0.013%
8/15/2025Benjamin Edwards Inc.45,597$931K0.0%-5.1%0.085%
8/15/2025Bank of America Corp DE5,851,586$119.43M0.0%-5.4%10.931%
8/15/2025Ameriprise Financial Inc.223,032$4.56M0.0%-3.3%0.417%
8/14/2025Raymond James Financial Inc.651,911$13.31M0.0%+1.5%1.218%
8/14/2025Hurley Capital LLC2,000$41K0.0%N/A0.004%
8/13/2025Flow Traders U.S. LLC34,463$703K0.0%-42.7%0.064%
8/13/2025First Trust Advisors LP12,732$260K0.0%N/A0.024%
8/13/2025Beacon Pointe Advisors LLC59,479$1.21M0.0%-1.0%0.111%
8/13/2025Northwestern Mutual Wealth Management Co.105,887$2.16M0.0%-18.9%0.198%
8/12/2025Global Retirement Partners LLC11,808$241K0.0%N/A0.022%
8/12/2025AlphaCore Capital LLC151,335$3.09M0.1%-18.8%0.283%
8/8/2025Rockefeller Capital Management L.P.10,393$212K0.0%-5.9%0.019%
8/8/2025Cetera Investment Advisers425,523$8.69M0.0%+5.0%0.795%
8/8/2025Meridian Wealth Management LLC19,718$402K0.0%-8.7%0.037%
8/8/2025Wealth Alliance LLC86,953$1.78M0.2%+5.0%0.162%
8/7/2025PFG Advisors34,049$695K0.0%-4.6%0.064%
8/6/2025Prospera Financial Services Inc39,873$814K0.0%+6.6%0.074%
8/6/2025AE Wealth Management LLC11,939$244K0.0%+60.0%0.022%
8/6/2025SouthState Corp21,986$449K0.0%+7.5%0.041%
8/5/2025Simplex Trading LLC1,875$38K0.0%N/A0.004%
8/5/2025GHP Investment Advisors Inc.140,562$2.87M0.1%-9.5%0.263%
8/5/2025Lifeworks Advisors LLC12,180$249K0.0%-39.2%0.023%
8/4/2025Kovack Advisors Inc.10,472$214K0.0%N/A0.020%
8/4/2025Atria Investments Inc34,405$702K0.0%-67.1%0.064%
8/1/2025Capital Investment Counsel LLC13,490$275K0.0%-9.2%0.025%
8/1/2025Pasadena Private Wealth LLC35,076$716K0.1%+6.7%0.066%
8/1/2025Envestnet Asset Management Inc.121,125$2.47M0.0%-2.3%0.226%
7/31/2025GLOBALT Investments LLC GA32,839$670K0.0%-9.7%0.061%
7/30/2025First Citizens Bank & Trust Co.77,440$1.58M0.0%N/A0.144%
7/29/2025Salomon & Ludwin LLC219,659$4.66M0.5%-3.0%0.410%
7/29/2025International Assets Investment Management LLC24,923$509K0.0%+12.2%0.046%
7/29/2025Signature Estate & Investment Advisors LLC46,818$956K0.0%-5.2%0.087%
7/29/2025Stratos Wealth Partners LTD.11,812$241K0.0%-47.4%0.022%
7/29/2025Creekside Partners12,394$253K0.1%-17.4%0.023%
7/28/2025Harbour Investments Inc.26,243$536K0.0%-22.7%0.049%
7/28/2025Founders Grove Wealth Partners LLC222,547$4.54M1.1%-2.2%0.415%
7/25/2025Sovereign Financial Group Inc.20,586$420K0.1%+14.7%0.038%
7/24/2025Capital Advisors Ltd. LLC182,322$3.72M0.5%-3.2%0.338%
7/22/2025Apexium Financial LP76,756$1.57M0.1%-23.0%0.142%
7/21/2025Precedent Wealth Partners LLC23,963$489K0.1%-34.2%0.044%
7/21/2025Ameritas Advisory Services LLC12,160$248K0.0%-52.0%0.023%
7/21/2025Crews Bank & Trust4,690$96K0.0%-34.8%0.009%
7/17/2025Janney Montgomery Scott LLC57,835$1.18M0.0%-3.3%0.107%
7/16/2025New Insight Wealth Advisors140,618$2.87M1.2%-17.4%0.261%
7/16/2025Cresta Advisors Ltd.114,411$2.34M1.1%+10.9%0.212%
7/15/2025Axis Wealth Partners LLC66,248$1.35M0.9%-4.5%0.123%
7/14/2025AdvisorNet Financial Inc198,020$4.04M0.3%+82.9%0.367%
7/11/2025First PREMIER Bank38,540$787K0.2%-3.4%0.071%
7/11/2025Farther Finance Advisors LLC2,477$51K0.0%-33.8%0.005%
7/10/2025Stolper Co29,786$608K0.2%+3.2%0.055%
7/10/2025Wealth Enhancement Advisory Services LLC35,888$764K0.0%-4.6%0.066%
7/10/2025Capital Advisory Group Advisory Services LLC165,894$3.39M1.2%-1.6%0.307%
7/10/2025Focus Financial Network Inc.11,448$234K0.0%N/A0.021%
7/7/2025 Investors Research Corp326,848$6.67M1.3%+6.9%0.605%
7/7/2025Good 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%
5/12/2025Cresta 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%
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%
(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 ($119.43M), LPL Financial LLC ($41.69M), Wells Fargo & Company MN ($27.11M), Raymond James Financial Inc. ($13.31M), UBS Group AG ($9.50M), Cetera Investment Advisers ($8.69M), and Waverly Advisors LLC ($8.09M).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 144 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. ($651.91K), International Assets Investment Management LLC ($578.26K), Cetera Investment Advisers ($336.59K), JPL Wealth Management LLC ($279.02K), Dynamic Advisor Solutions LLC ($250.52K), Sanctuary Advisors LLC ($242.42K), and AlphaCore Capital LLC ($229.40K).

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

Institutional investors have bought a total of 3,142,463 shares in the last 24 months. This purchase volume represents approximately $66.80M in transactions.

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

Of the 82 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 ($343.14K), Bank of America Corp DE ($333.30K), Dynamic Advisor Solutions LLC ($227.24K), Meridian Wealth Management LLC ($172.73K), Jones Financial Companies Lllp ($90.15K), Atria Investments Inc ($71.18K), and Salomon & Ludwin LLC ($64.00K).

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

Institutional investors have sold a total of 2,179,828 shares in the last 24 months. This volume of shares sold represents approximately $45.94M in transactions.


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This page (NASDAQ:PEY) was last updated on 10/8/2025 by MarketBeat.com Staff
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