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

$20.08
+0.08 (+0.40%)
(As of 02:57 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$79.98M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$90.53M
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PEY Institutional Buying and Selling by Quarter

Invesco High Yield Equity Dividend Achievers ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Capital Investment Advisory Services LLC13,899$287K0.0%-23.0%0.023%
4/25/2024Eudaimonia 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%
3/15/2024B. Riley Wealth Advisors Inc.23,836$504K0.0%-11.8%0.038%
3/8/2024ICA Group Wealth Management LLC2,793$59K0.0%N/A0.004%
2/26/2024Integrated Advisors Network LLC75,137$1.59M0.1%-7.8%0.120%
2/26/2024Virtu Financial LLC199,901$4.23M0.3%+1.9%0.319%
2/23/2024Chicago Partners Investment Group LLC12,090$244K0.0%N/A0.019%
2/20/2024GLOBALT Investments LLC GA109,090$2.31M0.1%N/A0.174%
2/15/2024Comerica Bank56,751$1.20M0.0%-1.6%0.091%
2/14/2024Waverly Advisors LLC331,334$7.00M0.3%+1.9%0.529%
2/13/2024Cetera Advisor Networks LLC280,899$5.94M0.0%-2.9%0.448%
2/13/2024CIBC Private Wealth Group LLC28,615$605K0.0%+6.9%0.046%
2/12/2024New Republic Capital LLC21,940$464K0.3%N/A0.035%
2/12/2024Focus Financial Network Inc. ADV23,831$504K0.0%N/A0.038%
2/12/2024Stifel 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%
2/9/2024JPL Wealth Management LLC110,672$2.34M1.7%N/A0.177%
2/9/2024Wells Fargo & Company MN1,245,256$26.33M0.0%-8.4%1.988%
2/9/2024UBS Group AG449,366$9.50M0.0%-40.1%0.717%
2/8/2024Meridian Wealth Management LLC171,371$3.62M0.2%N/A0.274%
2/8/2024Beacon Pointe Advisors LLC64,067$1.35M0.0%-5.2%0.102%
2/8/2024Janney Montgomery Scott LLC54,285$1.15M0.0%+8.6%0.087%
2/7/2024Avantax Advisory Services Inc.161,391$3.41M0.0%-4.8%0.258%
2/7/2024Principal Securities Inc.37,057$783K0.0%N/A0.059%
2/6/2024 Sovereign Financial Group Inc.21,638$457K0.1%-13.3%0.035%
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2/6/2024Apollon Wealth Management LLC32,584$689K0.0%N/A0.052%
2/6/2024Private Advisor Group LLC66,096$1.40M0.0%+0.8%0.106%
2/6/2024 Spire Wealth Management8,364$169K0.0%+30.4%0.013%
2/6/2024Axxcess Wealth Management LLC53,099$1.12M0.0%+1.5%0.085%
2/6/2024SouthState Corp20,261$428K0.0%-31.2%0.032%
2/5/2024Choreo LLC11,707$247K0.0%N/A0.019%
2/2/2024Truist Financial Corp22,603$478K0.0%-2.8%0.036%
2/2/2024Atria 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%
2/1/2024Eudaimonia Advisors LLC16,925$358K0.2%+9.4%0.027%
2/1/2024Capital Investment Advisory Services LLC18,040$381K0.0%-4.0%0.029%
1/31/2024J.W. Cole Advisors Inc.10,658$225K0.0%-38.2%0.017%
1/31/2024Opus Capital Group LLC9,920$210K0.0%N/A0.016%
1/30/2024Wealth Alliance47,297$1M0.1%+5.8%0.076%
1/30/2024Capital Analysts LLC41,413$875K0.0%+6.0%0.066%
1/30/2024Investors Research Corp230,172$4.87M1.2%+3.2%0.367%
1/29/2024Consolidated Portfolio Review Corp17,727$375K0.1%-2.7%0.028%
1/26/2024GHP 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%
1/26/2024Geneos 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%
1/24/2024Sowell 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%
1/17/2024IFG Advisory LLC19,255$407K0.0%-27.7%0.031%
1/17/2024Cresta Advisors Ltd.97,198$2.06M1.4%-1.6%0.154%
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%
1/11/2024Atlas 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%
12/7/2023Financial Insights Inc.13,600$248K0.1%N/A0.021%
12/1/2023B. Riley Wealth Advisors Inc.27,027$519K0.0%+27.7%0.042%
11/24/2023EP Wealth Advisors LLC5,356$103K0.0%N/A0.008%
11/16/2023Integrated Advisors Network LLC81,459$1.56M0.1%+4.0%0.126%
11/16/2023 Revisor Wealth Management LLC14,460$277K0.2%N/A0.022%
11/16/2023Harbour Investments Inc.41,606$798K0.0%-5.0%0.064%
11/15/2023Brick & Kyle Associates89,587$1.72M0.9%+9.5%0.138%
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11/14/2023Waverly Advisors LLC325,250$6.24M0.3%+2.5%0.502%
11/14/2023Ancora Advisors LLC2,298$44K0.0%N/A0.004%
11/14/2023Tower Research Capital LLC TRC95,816$1.84M0.1%+151.8%0.148%
11/14/2023Synovus Financial Corp152,163$2.92M0.0%-1.5%0.235%
11/13/2023AlphaCore Capital LLC759,647$14.58M2.3%+6.0%1.172%
11/13/2023Stifel Financial Corp652,247$12.52M0.0%+4.4%1.006%
11/13/2023LPL Financial LLC2,479,100$47.57M0.0%-2.3%3.825%
11/13/2023Envestnet Asset Management Inc.258,210$4.96M0.0%+18.5%0.398%
11/9/2023Wealth Alliance44,696$858K0.1%+5.7%0.069%
11/9/2023UBS Group AG750,264$14.40M0.0%-2.5%1.157%
(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, 187 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 166 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. ($2.19M), LPL Financial LLC ($1.94M), Bank of America Corp DE ($1.27M), AlphaCore Capital LLC ($768.91K), Eagle Strategies LLC ($667.17K), Wells Fargo & Company MN ($596.68K), and International Assets Investment Management LLC ($551.15K).

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

Institutional investors have bought a total of 16,899,050 shares in the last 24 months. This purchase volume represents approximately $641.10M in transactions.

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

Of the 99 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: Cetera Advisor Networks LLC ($650.36K), 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), and Ahrens Investment Partners LLC ($295.86K).

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

Institutional investors have sold a total of 5,100,174 shares in the last 24 months. This volume of shares sold represents approximately $139.82M in transactions.


This page (NASDAQ:PEY) was last updated on 4/26/2024 by MarketBeat.com Staff

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