Who Owns PEY?
Invesco High Yield Equity Dividend Achievers ETF — Institutional Ownership & 13F Holdings
$21.82
-0.20 (-0.93%)
Market Cap
$1.0B
Shares Outstanding
47,409,373
Institutional Holders
191
Total Inst. Value
$383.9M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
44
Closed Positions
21
Increased
54
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $132.8M | 6,184,890 |
| 2 | MORGAN STANLEY | $54.7M | 2,546,250 |
| 3 | WELLS FARGO & COMPANY/MN | $27.6M | 1,286,818 |
| 4 | RAYMOND JAMES FINANCIAL INC | $13.8M | 642,378 |
| 5 | Cetera Investment Advisers | $8.7M | 405,110 |
| 6 | Waverly Advisors, LLC | $8.1M | 379,526 |
| 7 | UBS Group AG | $6.7M | 309,760 |
| 8 | Investors Research Corp | $6.6M | 305,727 |
| 9 | AMERIPRISE FINANCIAL INC | $5.0M | 230,572 |
| 10 | FOUNDERS GROVE WEALTH PARTNERS, LLCNew | $4.9M | 227,546 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +36K | $132.8M |
| WELLS FARGO & COMPANY/MN | +11K | $27.6M |
| RAYMOND JAMES FINANCIAL INC | +9K | $13.8M |
| Investors Research Corp | +26K | $6.6M |
| AMERIPRISE FINANCIAL INC | +8K | $5.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -208K | $54.7M |
| Meridian Wealth Management, LLC | -102K | $464K |
| Atria Investments, Inc | -97K | $2K |
| JONES FINANCIAL COMPANIES LLLP | -90K | $2.0M |
| UBS Group AG | -46K | $6.7M |
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Frequently Asked Questions
How many institutional investors hold PEY?
As of Q1 2025, 191 institutional investors report holding PEY (Invesco High Yield Equity Dividend Achievers ETF) in their 13F filings.
Which hedge fund owns the most PEY?
The largest institutional holder of PEY is BANK OF AMERICA CORP /DE/ with $132.8M in shares.
Are institutions buying or selling PEY?
This quarter, 44 institutions opened new positions in PEY and 21 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.