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

Invesco High Yield Equity Dividend Achievers ETF logo
$22.14 +0.22 (+1.00%)
As of 04:00 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)
74
Total
Institutional Inflows
(last 12 months)
$39.38M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$48.00M
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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
5/5/2026SouthState Bank Corp32,582$698K0.0%+6.5%0.069%
5/5/2026Sanctuary Advisors LLC117,331$2.51M0.0%-2.0%0.248%
5/4/2026 NWF Advisory Services Inc.31,881$683K0.1%-1.5%0.067%
5/1/2026 Fifth Third Bancorp76,997$1.65M0.0%+1,078.4%0.163%
4/30/2026 Kestra Advisory Services LLC14,239$305K0.0%+46.4%0.030%
4/29/2026 Integrated Advisors Network LLC14,669$314K0.0%-40.8%0.031%
4/27/2026 World Investment Advisors11,296$242K0.0%-4.1%0.024%
4/27/2026 Private Advisor Group LLC68,760$1.47M0.0%-6.7%0.145%
4/25/2026 Axis Wealth Partners LLC62,180$1.33M0.7%-1.0%0.131%
4/22/2026 BKM Wealth Management LLC31,755$680K0.2%+3.1%0.067%
4/20/2026 Kestra Private Wealth Services LLC14,571$312K0.0%-8.6%0.031%
4/20/2026 First PREMIER Bank25,860$554K0.1%-29.5%0.055%
4/17/2026 Sovereign Financial Group Inc.20,198$433K0.1%+2.7%0.043%
4/17/2026 AdvisorNet Financial Inc81,804$1.75M0.1%-43.8%0.174%
4/17/2026 Capital Advisors Ltd. LLC170,189$3.65M0.4%-4.9%0.362%
3/17/2026Rockefeller Capital Management L.P.35,547$725K0.0%+1.7%0.073%
3/13/2026 World Investment Advisors11,780$240K0.0%N/A0.024%
2/23/2026Virtu Financial LLC84,130$1.72M0.1%+402.6%0.172%
2/18/2026Beacon Pointe Advisors LLC61,477$1.25M0.0%+13.2%0.125%
2/18/2026NewEdge Advisors LLC33,510$683K0.0%-3.6%0.068%
2/18/2026IHT Wealth Management LLC72,123$1.47M0.0%-11.0%0.147%
2/18/2026 Evolve Private Wealth LLC19,169$391K0.0%N/A0.039%
2/17/2026 Integrated Advisors Network LLC24,786$505K0.0%-27.1%0.051%
2/17/2026Cetera Investment Advisers442,486$9.02M0.0%-3.2%0.902%
2/17/2026Equitable Holdings Inc.81,896$1.67M0.0%-9.8%0.167%
2/17/2026Kovack Advisors Inc.17,622$359K0.0%+47.1%0.036%
2/17/2026Osaic Holdings Inc.160,232$3.27M0.0%-17.0%0.327%
2/17/2026Captrust Financial Advisors83,297$1.70M0.0%+2.2%0.170%
2/17/2026Royal Bank of Canada263,179$5.37M0.0%+28.2%0.537%
2/16/2026 MML Investors Services LLC61,462$1.25M0.0%+1.7%0.125%
2/16/2026Mariner LLC43,503$887K0.0%+3.3%0.089%
2/16/2026AFT Forsyth & Company Inc.33,414$681K0.3%-2.4%0.068%
2/13/2026 Kestra Advisory Services LLC9,724$198K0.0%-22.3%0.020%
2/13/2026Stifel Financial Corp72,263$1.47M0.0%-2.0%0.147%
2/13/2026Brick & Kyle Associates108,031$2.20M0.8%+1.8%0.220%
2/13/2026Wells Fargo & Company MN920,624$18.77M0.0%-29.7%1.878%
2/12/2026 Commonwealth Equity Services LLC130,416$2.66M0.0%-23.2%0.266%
2/12/2026Steward Partners Investment Advisory LLC15,053$307K0.0%-32.9%0.031%
2/12/2026CIBC Private Wealth Group LLC31,358$639K0.0%+3.9%0.064%
2/12/2026Principal Securities Inc.30,583$623K0.0%-13.7%0.062%
2/12/2026Kovack Advisors Inc.17,622$362K0.0%+47.1%0.036%
2/11/2026 Janney Montgomery Scott LLC49,365$1.01M0.0%-16.7%0.101%
2/11/2026LPL Financial LLC1,831,602$37.34M0.0%-4.0%3.736%
2/11/2026O Shaughnessy Asset Management LLC44,711$911K0.0%-34.8%0.091%
2/11/2026SouthState Bank Corp30,595$624K0.0%+5.0%0.062%
2/10/2026 Pasadena Private Wealth LLC38,576$786K0.1%+6.6%0.079%
2/10/2026Northwestern Mutual Wealth Management Co.104,077$2.12M0.0%-0.7%0.212%
2/9/2026Harbour Investments Inc.23,265$474K0.0%-7.5%0.047%
2/6/2026 Signature Estate & Investment Advisors LLC44,843$914K0.0%-5.4%0.091%
2/6/2026Global Retirement Partners LLC8,222$168K0.0%-19.4%0.017%
2/6/2026 IFP Advisors Inc125,244$2.55M0.1%+14.6%0.255%
2/6/2026Cullen Frost Bankers Inc.10,710$218K0.0%+67.7%0.022%
2/5/2026AlphaCore Capital LLC149,300$3.04M0.1%+11.6%0.305%
2/5/2026Northwestern Mutual Wealth Management Co.268,216$5.47M0.0%+155.9%0.547%
2/4/2026 World Investment Advisors11,780$240K0.0%N/A0.024%
2/4/2026Meridian Wealth Management LLC18,352$374K0.0%-2.8%0.037%
2/3/2026 International Assets Investment Management LLC25,711$524K0.0%+3.2%0.052%
2/3/2026 Cresta Advisors Ltd.117,973$2.41M1.0%+3.3%0.241%
2/2/2026Benjamin Edwards Inc.32,123$655K0.0%-1.8%0.065%
2/2/2026Cornerstone Planning Group LLC6,962$147K0.0%-27.7%0.014%
2/2/2026 Fifth Third Bancorp6,534$133K0.0%+299.9%0.013%
1/29/2026Comerica Bank78,115$1.59M0.0%+0.7%0.159%
1/29/2026UBS Group AG296,426$6.04M0.0%+2.9%0.603%
1/29/2026Sanctuary Advisors LLC119,722$2.44M0.0%+18.7%0.244%
1/29/2026 BKM Wealth Management LLC30,815$628K0.2%+3.3%0.063%
1/28/2026 Kingswood Wealth Advisors LLC38,683$789K0.0%+68.5%0.079%
1/28/2026Salomon & Ludwin LLC206,608$4.28M0.4%-1.1%0.421%
1/27/2026PFG Advisors31,024$632K0.0%-5.8%0.063%
1/27/2026Institute for Wealth Management LLC.24,456$499K0.1%-2.0%0.050%
1/26/2026 Private Trust Co. NA5,161$105K0.0%+25.9%0.010%
1/23/2026 First PREMIER Bank36,670$747K0.2%-3.9%0.074%
1/22/2026 Brookwood Investment Group LLC10,480$214K0.0%-4.8%0.021%
1/22/2026 Good Steward Wealth Advisors LLC218,798$4.46M2.9%+15.0%0.443%
1/21/2026 Capital Advisory Group Advisory Services LLC166,745$3.40M1.0%-1.3%0.338%
1/21/2026 Capital Advisors Ltd. LLC178,936$3.65M0.4%-0.5%0.362%
1/20/2026 Stratos Wealth Partners LTD.10,058$205K0.0%-14.0%0.020%
1/16/2026 Aspire Capital Advisors LLC50,202$1.02M0.2%+109.0%0.101%
1/14/2026 Spire Wealth Management1,720$35K0.0%+700.0%0.003%
1/13/2026 Signal Advisors Wealth LLC10,476$214K0.0%N/A0.021%
1/12/2026 Stolper Co30,267$617K0.2%+1.8%0.061%
1/12/2026 Founders Grove Wealth Partners LLC189,243$3.86M0.9%-3.6%0.378%
1/9/2026 Dynamic Advisor Solutions LLC19,955$407K0.0%-2.5%0.040%
1/8/2026 Wealth Enhancement Advisory Services LLC40,441$850K0.0%+15.6%0.081%
1/7/2026 Precedent Wealth Partners LLC21,781$444K0.1%-9.1%0.044%
1/6/2026 Investors Research Corp359,092$7.32M1.3%+5.1%0.718%
1/1/2026JPMorgan Chase & Co.18,514$390K0.0%+32.0%0.036%
12/2/2025 IFP Advisors Inc109,289$2.30M0.1%-0.6%0.212%
11/21/2025CIBC Bancorp USA Inc.30,180$636K0.0%N/A0.059%
11/19/2025Captrust Financial Advisors81,482$1.72M0.0%-3.5%0.158%
11/18/2025 Kozak & Associates Inc.8,467$168K0.0%-6.8%0.016%
11/18/2025Apexium Financial LP70,421$1.48M0.1%-8.3%0.137%
11/17/2025 Palisade Asset Management LLC3,900$82K0.0%N/A0.008%
11/17/2025 Kestra Private Wealth Services LLC15,896$335K0.0%-3.8%0.031%
11/17/2025NewEdge Advisors LLC34,758$732K0.0%-22.1%0.068%
11/17/2025United Capital Financial Advisors LLC138,378$2.92M0.0%-11.2%0.269%
11/17/2025Northwestern Mutual Wealth Management Co.104,829$2.21M0.0%-1.0%0.204%
11/17/2025Mariner LLC42,121$887K0.0%+1.4%0.082%
11/17/2025Mercer Global Advisors Inc. ADV10,785$227K0.0%-7.9%0.021%
11/17/2025JPL Wealth Management LLC3,540$75K0.0%N/A0.007%
11/17/2025Focus Partners Wealth14,966$315K0.0%N/A0.029%


PEY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEY shares?

During the previous two years, 181 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 ($119.23M), LPL Financial LLC ($37.34M), Wells Fargo & Company MN ($18.77M), Raymond James Financial Inc. ($14.09M), Cetera Investment Advisers ($9.02M), Waverly Advisors LLC ($8.09M), and Investors Research Corp ($7.32M).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 142 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. ($668.91K), Cetera Investment Advisers ($336.59K), Virtu Financial LLC ($285.06K), Sanctuary Advisors LLC ($261.26K), Founders Grove Wealth Partners LLC ($229.12K), Good Steward Wealth Advisors LLC ($218.80K), and AlphaCore Capital LLC ($201.85K).

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

Institutional investors have bought a total of 1,886,982 shares in the last 24 months. This purchase volume represents approximately $39.38M in transactions.

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

Of the 87 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: Bank of America Corp DE ($524.90K), Wells Fargo & Company MN ($388.54K), New Insight Wealth Advisors ($118.50K), Meridian Wealth Management LLC ($105.13K), Jones Financial Companies Lllp ($90.15K), LPL Financial LLC ($75.46K), and Atria Investments Inc ($70.28K).

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

Institutional investors have sold a total of 2,313,626 shares in the last 24 months. This volume of shares sold represents approximately $48.00M in transactions.


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This page (NASDAQ:PEY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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