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

Invesco High Yield Equity Dividend Achievers ETF logo
$24.77 0.00 (0.00%)
As of 12:24 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)
60
Total
Institutional Inflows
(last 12 months)
$21.25M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$35.10M
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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
8/23/2026 Ameritas Advisory Services LLC13,086$303K0.0%N/A0.028%
8/23/2026 Wedmont Private Capital14,488$343K0.0%-23.3%0.031%
8/23/2026 Aspire Capital Advisors LLC93,653$2.17M0.4%+36.6%0.200%
7/10/2026 Investors Research Corp389,733$9.03M1.6%+3.3%0.833%
6/18/2026 Western Wealth Management LLC8,818$189K0.0%N/A0.019%
5/26/2026 Glenmede Trust Co. NA4,020$86K0.0%N/A0.008%
5/19/2026 Western Wealth Management LLC8,818$189K0.0%N/A0.019%
5/19/2026 Bank of America Corp DE4,546,989$97.39M0.0%-7.2%9.609%
5/18/2026 Royal Bank of Canada254,808$5.46M0.0%-3.2%0.538%
5/15/2026 Cardiff Park Advisors LLC1,245$27K0.0%N/A0.003%
5/15/2026 Wealth Alliance LLC86,798$1.86M0.2%+2.0%0.183%
5/13/2026 Cetera Investment Advisers412,546$8.84M0.0%-6.8%0.872%
5/8/2026 PNC Financial Services Group Inc.13,010$279K0.0%+6.5%0.027%
5/8/2026 Cassaday & Co Wealth Management LLC5,361$115K0.0%N/A0.011%
5/6/2026 Cornerstone Planning Group LLC3,718$82K0.0%-46.6%0.008%
5/6/2026 Independent Financial Group LLC9,532$204K0.0%N/A0.020%
5/5/2026 SouthState Bank Corp32,582$698K0.0%+6.5%0.069%
5/5/2026 Sanctuary 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%
3/17/2026 Rockefeller Capital Management L.P.35,547$725K0.0%+1.7%0.073%
3/13/2026 World Investment Advisors11,780$240K0.0%N/A0.024%
2/23/2026 Virtu Financial LLC84,130$1.72M0.1%+402.6%0.172%
2/18/2026 Beacon Pointe Advisors LLC61,477$1.25M0.0%+13.2%0.125%
2/18/2026 NewEdge Advisors LLC33,510$683K0.0%-3.6%0.068%
2/18/2026 IHT 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%
2/17/2026 Cetera Investment Advisers442,486$9.02M0.0%-3.2%0.902%
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2/17/2026 Equitable Holdings Inc.81,896$1.67M0.0%-9.8%0.167%
2/17/2026 Kovack Advisors Inc.17,622$359K0.0%+47.1%0.036%
2/17/2026 Osaic Holdings Inc.160,232$3.27M0.0%-17.0%0.327%
2/17/2026 Captrust Financial Advisors83,297$1.70M0.0%+2.2%0.170%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC43,503$887K0.0%+3.3%0.089%
2/16/2026 AFT 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%
2/13/2026 Stifel Financial Corp72,263$1.47M0.0%-2.0%0.147%
2/13/2026 Brick & Kyle Associates108,031$2.20M0.8%+1.8%0.220%
2/13/2026 Wells 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%
2/12/2026 Steward 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%
2/12/2026 Principal Securities Inc.30,583$623K0.0%-13.7%0.062%
2/12/2026 Kovack 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%
2/11/2026 LPL Financial LLC1,831,602$37.34M0.0%-4.0%3.736%
2/11/2026 O Shaughnessy Asset Management LLC44,711$911K0.0%-34.8%0.091%
2/11/2026 SouthState Bank Corp30,595$624K0.0%+5.0%0.062%
2/10/2026 Pasadena Private Wealth LLC38,576$786K0.1%+6.6%0.079%
2/10/2026 Northwestern Mutual Wealth Management Co.104,077$2.12M0.0%-0.7%0.212%
2/9/2026 Harbour 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%
2/6/2026 Global Retirement Partners LLC8,222$168K0.0%-19.4%0.017%
2/6/2026 IFP Advisors Inc125,244$2.55M0.1%+14.6%0.255%
2/6/2026 Cullen Frost Bankers Inc.10,710$218K0.0%+67.7%0.022%
2/5/2026 AlphaCore Capital LLC149,300$3.04M0.1%+11.6%0.305%
2/5/2026 Northwestern 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%
2/4/2026 Meridian 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%
2/2/2026 Benjamin Edwards Inc.32,123$655K0.0%-1.8%0.065%
2/2/2026 Cornerstone 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%
1/29/2026 UBS Group AG296,426$6.04M0.0%+2.9%0.603%
1/29/2026 Sanctuary 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%
1/28/2026 Salomon & Ludwin LLC206,608$4.28M0.4%-1.1%0.421%
1/27/2026 PFG Advisors31,024$632K0.0%-5.8%0.063%
1/27/2026 Institute 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%
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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%


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 ($9.03M), Cetera Investment Advisers ($8.84M), and Waverly Advisors LLC ($8.09M).Learn more on Invesco High Yield Equity Dividend Achievers ETF's institutional investors.

Of the 134 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), Sanctuary Advisors LLC ($261.26K), 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), and JPL Wealth Management LLC ($166.35K).

Institutional investors have bought a total of 1,019,215 shares in the last 24 months. This purchase volume represents approximately $21.25M in transactions.

Of the 67 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), AdvisorNet Financial Inc ($63.70K), Cetera Investment Advisers ($44.41K), and Commonwealth Equity Services LLC ($39.41K).

Institutional investors have sold a total of 1,678,673 shares in the last 24 months. This volume of shares sold represents approximately $35.10M in transactions.


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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 8/23/2026. New 13F filings are added each quarter as they're published.
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