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

Invesco High Yield Equity Dividend Achievers ETF logo
$23.11 +0.05 (+0.22%)
Closing price 03:59 PM Eastern
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$23.10 -0.01 (-0.03%)
As of 07:30 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)
61
Total
Institutional Inflows
(last 12 months)
$21.63M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$37.08M
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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
10/7/2026Investors Research Corp404,850$9.24M1.5%+3.9%0.862%
10/2/2026 Private Client Services LLC12,741$291K0.1%N/A0.027%
9/23/2026Envestnet Asset Management Inc.68,670$1.59M0.0%-48.4%0.146%
9/9/2026Integrated Wealth Concepts LLC2,877$67K0.0%N/A0.006%
9/9/2026NewEdge Advisors LLC42,146$977K0.0%+25.3%0.090%
9/9/2026IFP Advisors Inc120,570$2.80M0.1%-2.0%0.258%
9/8/2026Waverly Advisors LLC42,911$995K0.0%-36.9%0.092%
8/23/2026Ameritas Advisory Services LLC13,086$303K0.0%N/A0.028%
8/23/2026Wedmont Private Capital14,488$343K0.0%-23.3%0.031%
8/23/2026Aspire Capital Advisors LLC93,653$2.17M0.4%+36.6%0.200%
7/10/2026Investors Research Corp389,733$9.03M1.6%+3.3%0.833%
6/18/2026Western Wealth Management LLC8,818$189K0.0%N/A0.019%
5/26/2026Glenmede Trust Co. NA4,020$86K0.0%N/A0.008%
5/19/2026Western Wealth Management LLC8,818$189K0.0%N/A0.019%
5/19/2026Bank of America Corp DE4,546,989$97.39M0.0%-7.2%9.609%
5/18/2026Royal Bank of Canada254,808$5.46M0.0%-3.2%0.538%
5/15/2026Cardiff Park Advisors LLC1,245$27K0.0%N/A0.003%
5/15/2026Wealth Alliance LLC86,798$1.86M0.2%+2.0%0.183%
5/13/2026Cetera Investment Advisers412,546$8.84M0.0%-6.8%0.872%
5/8/2026PNC Financial Services Group Inc.13,010$279K0.0%+6.5%0.027%
5/8/2026Cassaday & Co Wealth Management LLC5,361$115K0.0%N/A0.011%
5/6/2026Cornerstone Planning Group LLC3,718$82K0.0%-46.6%0.008%
5/6/2026Independent Financial Group LLC9,532$204K0.0%N/A0.020%
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%
5/4/2026NWF Advisory Services Inc.31,881$683K0.1%-1.5%0.067%
5/1/2026Fifth Third Bancorp76,997$1.65M0.0%+1,078.4%0.163%
4/30/2026Kestra Advisory Services LLC14,239$305K0.0%+46.4%0.030%
4/29/2026Integrated Advisors Network LLC14,669$314K0.0%-40.8%0.031%
4/27/2026World Investment Advisors11,296$242K0.0%-4.1%0.024%
4/27/2026Private Advisor Group LLC68,760$1.47M0.0%-6.7%0.145%
4/25/2026Axis Wealth Partners LLC62,180$1.33M0.7%-1.0%0.131%
4/22/2026BKM Wealth Management LLC31,755$680K0.2%+3.1%0.067%
4/20/2026Kestra Private Wealth Services LLC14,571$312K0.0%-8.6%0.031%
4/20/2026First PREMIER Bank25,860$554K0.1%-29.5%0.055%
4/17/2026Sovereign Financial Group Inc.20,198$433K0.1%+2.7%0.043%
4/17/2026AdvisorNet Financial Inc81,804$1.75M0.1%-43.8%0.174%
4/17/2026Capital 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%
3/13/2026World Investment Advisors11,780$240K0.0%N/A0.024%
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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%
2/18/2026Evolve Private Wealth LLC19,169$391K0.0%N/A0.039%
2/17/2026Integrated 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%
2/16/2026MML 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%
2/13/2026Kestra 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%
2/12/2026Commonwealth 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%
2/11/2026Janney 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%
2/10/2026Pasadena 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%
2/6/2026Signature Estate & Investment Advisors LLC44,843$914K0.0%-5.4%0.091%
2/6/2026Global Retirement Partners LLC8,222$168K0.0%-19.4%0.017%
2/6/2026IFP 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%
2/4/2026World Investment Advisors11,780$240K0.0%N/A0.024%
2/4/2026Meridian Wealth Management LLC18,352$374K0.0%-2.8%0.037%
2/3/2026International Assets Investment Management LLC25,711$524K0.0%+3.2%0.052%
2/3/2026Cresta 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%
2/2/2026Fifth 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%
1/29/2026BKM Wealth Management LLC30,815$628K0.2%+3.3%0.063%
1/28/2026Kingswood Wealth Advisors LLC38,683$789K0.0%+68.5%0.079%
1/28/2026Salomon & Ludwin LLC206,608$4.28M0.4%-1.1%0.421%
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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%
1/26/2026Private Trust Co. NA5,161$105K0.0%+25.9%0.010%
1/23/2026First PREMIER Bank36,670$747K0.2%-3.9%0.074%
1/22/2026Brookwood Investment Group LLC10,480$214K0.0%-4.8%0.021%
1/22/2026Good Steward Wealth Advisors LLC218,798$4.46M2.9%+15.0%0.443%
1/21/2026Capital Advisory Group Advisory Services LLC166,745$3.40M1.0%-1.3%0.338%
1/21/2026Capital Advisors Ltd. LLC178,936$3.65M0.4%-0.5%0.362%
1/20/2026Stratos Wealth Partners LTD.10,058$205K0.0%-14.0%0.020%
1/16/2026Aspire Capital Advisors LLC50,202$1.02M0.2%+109.0%0.101%


PEY Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 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 ($97.39M), LPL Financial LLC ($37.34M), Wells Fargo & Company MN ($18.77M), Raymond James Financial Inc. ($14.09M), Investors Research Corp ($9.24M), Cetera Investment Advisers ($8.84M), and UBS Group AG ($6.04M).Learn more on Invesco High Yield Equity Dividend Achievers ETF's institutional investors.

Of the 136 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), Founders Grove Wealth Partners LLC ($229.12K), Good Steward Wealth Advisors LLC ($218.80K), AlphaCore Capital LLC ($201.85K), Northwestern Mutual Wealth Management Co. ($181.39K), JPL Wealth Management LLC ($166.35K), and Virtu Financial LLC ($158.88K).

Institutional investors have bought a total of 1,033,725 shares in the last 24 months. This purchase volume represents approximately $21.63M in transactions.

Of the 69 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 ($543.27K), Wells Fargo & Company MN ($388.54K), New Insight Wealth Advisors ($88.93K), LPL Financial LLC ($75.46K), Envestnet Asset Management Inc. ($64.38K), AdvisorNet Financial Inc ($63.70K), and Cetera Investment Advisers ($44.41K).

Institutional investors have sold a total of 1,763,177 shares in the last 24 months. This volume of shares sold represents approximately $37.08M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PEY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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