PEY Institutional Ownership
Invesco High Yield Equity Dividend Achievers ETF
1W: -1.4%
1M: -7.6%
3M: -2.7%
YTD: +12.3%
1Y: +9.0%
3Y: +33.8%
5Y: +39.5%
$22.89
+0.04 (+0.20%)
Weekly Expected Move ±1.4%
$22
$23
$23
$23
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PEY
197
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
402M
Total Invested
23
New Positions
53
Increased
68
Reduced
10
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (213 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 4,504,254 | $103M | -42,735 | -0.9% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,401,540 | $55M | +14,102 | +0.6% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,351,755 | $31M | -8,809 | -0.6% | 33Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 948,153 | $22M | +33,507 | +3.7% | 33Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 655,744 | $15M | +17,799 | +2.8% | 7Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 395,559 | $9M | -16,987 | -4.1% | 23Q | SEC ↗ |
| 7 | Investors Research Corp | 389,733 | $9M | +12,518 | +3.3% | 29Q | SEC ↗ |
| 8 | TWO SIGMA INVESTMENTS, LP | 313,700 | $7M | +55,700 | +21.6% | 6Q | SEC ↗ |
| 9 | UBS Group AG | 311,987 | $7M | -13,638 | -4.2% | 33Q | SEC ↗ |
| 10 | JONES FINANCIAL COMPANIES LLLP | 270,620 | $6M | +15,012 | +5.9% | 10Q | SEC ↗ |
| 11 | Good Steward Wealth Advisors,LLC | 217,982 | $5M | -3,455 | -1.6% | 6Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 208,584 | $5M | -46,224 | -18.1% | 33Q | SEC ↗ |
| 13 | Salomon & Ludwin, LLC | 203,973 | $5M | -1,212 | -0.6% | 31Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 195,853 | $4M | -8,617 | -4.2% | 16Q | SEC ↗ |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 191,314 | $4M | -8,045 | -4.0% | 33Q | SEC ↗ |
| 16 | MAI Capital Management | 175,002 | $4M | +171,319 | +4651.6% | 7Q | SEC ↗ |
| 17 | Capital Advisors, Ltd. LLC | 169,227 | $4M | -962 | -0.6% | 33Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 168,241 | $4M | +15,515 | +10.2% | 26Q | SEC ↗ |
| 19 | AlphaCore Capital LLC | 167,763 | $4M | -2,273 | -1.3% | 6Q | SEC ↗ |
| 20 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 158,932 | $4M | -6,071 | -3.7% | 7Q | SEC ↗ |
| 21 | GHP Investment Advisors, Inc. | 138,485 | $3M | +894 | +0.6% | 18Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 138,031 | $3M | +3,830 | +2.9% | 33Q | SEC ↗ |
| 23 | IFP Advisors, Inc | 120,570 | $3M | -2,421 | -2.0% | 28Q | SEC ↗ |
| 24 | Cresta Advisors, Ltd. | 120,233 | $3M | -7,564 | -5.9% | 14Q | SEC ↗ |
| 25 | Sanctuary Advisors, LLC | 119,089 | $3M | +1,758 | +1.5% | 9Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 108,836 | $2M | +2,319 | +2.2% | 33Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC | 105,830 | $2M | +41,673 | +65.0% | 31Q | SEC ↗ |
| 28 | OneDigital Investment Advisors LLC | 103,958 | $2M | +2,629 | +2.6% | 31Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 98,315 | $2M | +6,869 | +7.5% | 2Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 97,827 | $2M | -5,874 | -5.7% | 33Q | SEC ↗ |
| 31 | Aspire Capital Advisors LLC | 93,653 | $2M | +25,087 | +36.6% | 4Q | SEC ↗ |
| 32 | STIFEL FINANCIAL CORP NEW | 91,623 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | WEALTH ALLIANCE, LLC | 86,323 | $2M | -475 | -0.5% | 20Q | SEC ↗ |
| 34 | IHT Wealth Management, LLC | 82,303 | $2M | +18,766 | +29.5% | 22Q | SEC ↗ |
| 35 | Equitable Holdings, Inc. | 81,972 | $2M | +2 | +0.0% | 20Q | SEC ↗ |
| 36 | Brick & Kyle, Associates | 78,971 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 37 | CAPTRUST FINANCIAL ADVISORS | 74,031 | $2M | -1,107 | -1.5% | 13Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 71,883 | $2M | -5,114 | -6.6% | 26Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 70,413 | $2M | +1,653 | +2.4% | 30Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 68,670 | $2M | -64,383 | -48.4% | 33Q | SEC ↗ |
| 41 | Axis Wealth Partners, LLC | 59,533 | $1M | -2,647 | -4.3% | 7Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC | 54,718 | $1M | +3,257 | +6.3% | 33Q | SEC ↗ |
| 43 | JOHNSON INVESTMENT COUNSEL INC | 52,175 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 44 | Janney Montgomery Scott LLC | 48,783 | $1M | -410 | -0.8% | 33Q | SEC ↗ |
| 45 | New Insight Wealth Advisors | 46,622 | $1M | +13,321 | +40.0% | 11Q | SEC ↗ |
| 46 | Virtu Financial LLC | 45,424 | $1M | +7,673 | +20.3% | 5Q | SEC ↗ |
| 47 | SouthState Bank Corp | 43,049 | $985K | +10,467 | +32.1% | 15Q | SEC ↗ |
| 48 | Waverly Advisors, LLC | 42,911 | $982K | -25,142 | -36.9% | 14Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 42,146 | $965K | +8,498 | +25.3% | 33Q | SEC ↗ |
| 50 | Arax Advisory Partners | 41,957 | $960K | +158 | +0.4% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STIFEL FINANCIAL CORP | 91,623 | $2M |
| EP Wealth Advisors, LLC | 14,386 | $329K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 14,163 | $324K |
| Ameritas Advisory Services, LLC | 13,086 | $300K |
| D. E. Shaw & Co., Inc. | 12,508 | $286K |
| CITADEL ADVISORS LLC | 11,434 | $262K |
| Global Retirement Partners, LLC | 9,914 | $227K |
| &PARTNERS | 9,508 | $218K |
| Belpointe Asset Management LLC | 8,847 | $203K |
| NTV Asset Management LLC | 8,790 | $201K |
| B. Riley Wealth Advisors, Inc. | 8,672 | $199K |
| IFG Advisory, LLC | 8,469 | $194K |
| MERCER GLOBAL ADVISORS INC /ADV | 6,536 | $150K |
| MeadowBrook Investment Advisors LLC | 4,400 | $101K |
| Integrated Wealth Concepts LLC | 2,877 | $66K |
| Founders Financial Alliance, LLC | 1,955 | $45K |
| US BANCORP \DE | 1,017 | $23K |
| Caitlin John, LLC | 800 | $18K |
| HOWE & RUSLING INC | 481 | $11K |
| Buck Wealth Strategies, LLC | 295 | $7K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 171,360 | $4M |
| Capital Advisory Group Advisory Ser | 166,745 | $4M |
| Cresset Asset Management, LLC | 46,750 | $1M |
| Pasadena Private Wealth, LLC | 38,576 | $883K |
| BENJAMIN EDWARDS INC | 32,123 | $735K |
| EVOLVE PRIVATE WEALTH, LLC | 19,169 | $439K |
| Integrated Advisors Network LLC | 14,669 | $336K |
| World Investment Advisors | 11,296 | $259K |
| Lifeworks Advisors, LLC | 10,910 | $250K |
| Clearwater Capital Advisors, LLC | 10,572 | $242K |
| FLOW TRADERS U.S. LLC | 9,905 | $227K |
| INDEPENDENT FINANCIAL GROUP, LLC | 9,532 | $218K |
| CARDIFF PARK ADVISORS, LLC | 1,245 | $28K |
| Addison Advisors LLC | 610 | $14K |
| Sound Income Strategies, LLC | 508 | $12K |
| Advisory Services Network, LLC | 503 | $12K |
| Parallel Advisors, LLC | 391 | $9K |
| ALERUS FINANCIAL NA | 125 | $3K |
| 1 NORTH WEALTH SERVICES LLC | 125 | $3K |
| Essential Partners LLC | 54 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MAI Capital Management | +171,319 | +4651.6% | 175,002 |
| TWO SIGMA INVESTMENTS, LP | +55,700 | +21.6% | 313,700 |
| Beacon Pointe Advisors, LLC | +41,673 | +65.0% | 105,830 |
| WELLS FARGO & COMPANY/MN | +33,507 | +3.7% | 948,153 |
| Aspire Capital Advisors LLC | +25,087 | +36.6% | 93,653 |
| IHT Wealth Management, LLC | +18,766 | +29.5% | 82,303 |
| Stolper Co | +18,108 | +131.6% | 31,869 |
| RAYMOND JAMES FINANCIAL INC | +17,799 | +2.8% | 655,744 |
| OSAIC HOLDINGS, INC. | +15,515 | +10.2% | 168,241 |
| JONES FINANCIAL COMPANIES LLLP | +15,012 | +5.9% | 270,620 |
| MORGAN STANLEY | +14,102 | +0.6% | 2,401,540 |
| New Insight Wealth Advisors | +13,321 | +40.0% | 46,622 |
| Investors Research Corp | +12,518 | +3.3% | 389,733 |
| SouthState Bank Corp | +10,467 | +32.1% | 43,049 |
| NewEdge Advisors, LLC | +8,498 | +25.3% | 42,146 |
| Virtu Financial LLC | +7,673 | +20.3% | 45,424 |
| GOLDMAN SACHS GROUP INC | +6,869 | +7.5% | 98,315 |
| PRINCIPAL SECURITIES, INC. | +4,778 | +14.9% | 36,739 |
| COMMONWEALTH EQUITY SERVICES, LLC | +3,830 | +2.9% | 138,031 |
| MML INVESTORS SERVICES, LLC | +3,257 | +6.3% | 54,718 |