Who Owns Invesco High Yield Equity Dividend Achievers ETF (PEY)?Hedge Fund & Institutional Holders

$20.91-0.01 (-0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.600049000370003e+196T

% of Float Held

—

QoQ Change in Holders

+14 / -0

Price History

$18.68$19.78$20.88$21.98$23.08Aug 24Jun 25Mar 26

PEY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+436K+$9.1M
JONES FINANCIAL COMPANIES LLLPNew Position+251K+$5.0M
Good Steward Wealth Advisors,LLCNew Position+219K+$4.5M
Salomon & Ludwin, LLCNew Position+207K+$4.3M
FOUNDERS GROVE WEALTH PARTNERS, LLCNew Position+189K+$3.9M
Capital Advisors, Ltd. LLCNew Position+179K+$3.6M
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+167K+$3.4M
GHP Investment Advisors, Inc.New Position+138K+$2.8M
Cresta Advisors, Ltd.New Position+118K+$2.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+122K+$2.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+130K+$2.0M
Virtu Financial LLCIncreased+67K+$1.4M
Axis Wealth Partners, LLCNew Position+63K+$1.3M
Aspire Capital Advisors LLCNew Position+50K+$1.0M
Janney Montgomery Scott LLCNew Position+49K+$1.0M

PEY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-761K-$119.1B
MORGAN STANLEYDecreased-74K-$52.6B
LPL Financial LLCDecreased-75K-$40.1B
WELLS FARGO & COMPANY/MNDecreased-389K-$27.6B
RAYMOND JAMES FINANCIAL INCDecreased-26K-$14.1B
Cetera Investment AdvisersDecreased-14K-$9.6B
Waverly Advisors, LLCDecreased-321K-$8.2B
AdvisorNet Financial, IncDecreased-58K-$4.3B
OSAIC HOLDINGS, INC.Decreased-33K-$4.1B
OneDigital Investment Advisors LLCDecreased-2K-$2.2B
NWF Advisory Services Inc.Decreased-63K-$2.0B
Equitable Holdings, Inc.Decreased-9K-$1.9B
WEALTH ALLIANCE, LLCDecreased-2K-$1.8B
IHT Wealth Management, LLCDecreased-9K-$1.7B
Private Advisor Group, LLCDecreased-3K-$1.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/4,237,476$86.0M0.01%Share
2MORGAN STANLEY2,425,479$49.0M0.00%Share
3LPL Financial LLC1,831,602$37.0M0.01%Share
4NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO268,216$25.9M0.02%Share
5WELLS FARGO & COMPANY/MN860,989$17.0M0.00%Share
6TWO SIGMA INVESTMENTS, LP674,200$13.0M0.02%Share
7Cetera Investment Advisers442,486$9.0M0.01%Share
8BANK OF AMERICA CORP /DE/437,678$8.0M0.00%Share
9RAYMOND JAMES FINANCIAL INC394,734$8.0M0.00%Share
10Investors Research Corp359,092$7.3M1.34%Share
11UBS Group AG292,750$6.0M0.00%Share
12JONES FINANCIAL COMPANIES LLLP251,262$5.0M0.00%Share
13Good Steward Wealth Advisors,LLC218,798$4.5M2.94%Share
14Salomon & Ludwin, LLC206,608$4.3M0.38%Share
15UNITED CAPITAL FINANCIAL ADVISORS, LLC209,518$4.0M0.02%Share
16BANK OF AMERICA CORP /DE/223,506$4.0M0.00%Share
17ROYAL BANK OF CANADA215,231$4.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC217,854$4.0M0.00%Share
19AMERIPRISE FINANCIAL INC214,085$4.0M0.00%Share
20FOUNDERS GROVE WEALTH PARTNERS, LLC189,243$3.9M0.87%Share
21Capital Advisors, Ltd. LLC178,936$3.6M0.41%Share
22CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC166,745$3.4M1.00%Share
23EVOKE WEALTH, LLC171,360$3.0M0.06%Share
24OSAIC HOLDINGS, INC.149,127$3.0M0.00%Share
25AlphaCore Capital LLC149,300$3.0M0.07%Share
26AdvisorNet Financial, Inc145,499$3.0M0.16%Share
27GHP Investment Advisors, Inc.137,564$2.8M0.12%Share
28Sanctuary Advisors, LLC119,722$2.4M0.01%Share
29Cresta Advisors, Ltd.117,973$2.4M1.01%Share
30Sanctuary Advisors, LLC106,776$2.3M0.01%Share
31Sanctuary Advisors, LLC106,776$2.3M0.02%Share
32Sanctuary Advisors, LLC102,236$2.1M0.01%Share
33COMMONWEALTH EQUITY SERVICES, LLC130,416$2.0M0.00%Share
34ENVESTNET ASSET MANAGEMENT INC121,635$2.0M0.00%Share
35Cambridge Investment Research Advisors, Inc.106,621$2.0M0.01%Share
36IFP Advisors, Inc125,244$2.0M0.04%Share
37OneDigital Investment Advisors LLC102,179$2.0M0.02%Share
38WEALTH ALLIANCE, LLC85,102$1.7M0.17%Share
39Virtu Financial LLC84,130$1.7M0.07%Share
40Axis Wealth Partners, LLC62,823$1.3M0.71%Share
41Aspire Capital Advisors LLC50,202$1.0M0.24%Share
42Equitable Holdings, Inc.81,896$1.0M0.01%Share
43Janney Montgomery Scott LLC49,365$1.0M0.00%Share
44Private Advisor Group, LLC73,719$1.0M0.00%Share
45CAPTRUST FINANCIAL ADVISORS83,297$1.0M0.00%Share
46JOHNSON INVESTMENT COUNSEL INC52,175$1.0M0.01%Share
47Beacon Pointe Advisors, LLC61,477$1.0M0.01%Share
48WELLS FARGO & COMPANY/MN59,635$1.0M0.00%Share
49Waverly Advisors, LLC67,994$1.0M0.01%Share
50STIFEL FINANCIAL CORP72,263$1.0M0.00%Share

PEY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025179$389.3M+55
Q3 2025124$367.9B-63
Q2 2025187$342.7B-4
Q1 2025191$434.1B+21
Q4 2024170$16.3T+31
Q3 2024139$328.4T-9
Q2 2024148$299.8T+5
Q1 2024143$324.0T—

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As of Q4 2025, 50 institutional investors hold PEY (Invesco High Yield Equity Dividend Achievers ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $86.0M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PEY?

As of Q4 2025, 50 institutional investors report holding PEY (Invesco High Yield Equity Dividend Achievers ETF) in their 13F filings.

Who is the largest institutional holder of PEY?

The largest institutional holder of PEY is BANK OF AMERICA CORP /DE/ with $86.0M in shares.

Is institutional ownership of PEY increasing or decreasing?

This quarter, 14 institutions opened new positions in PEY and 0 closed their positions.