Who owns Invesco High Yield Equity Dividend Achievers ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PEY from SEC Form 13F filings across 188 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 188 institutions disclosed 17.4M shares of Invesco High Yield Equity Dividend Achievers ETF worth $393.7M — about 37.3% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
188
13F holders
$393.7M
value, 2026 filers
37.3%
of shares outstanding (17.4M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PEY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4.5M | $104.4M | 0.0% | 9.6% | -0.9% |
| 2 | MORGAN STANLEY | 2.4M | $55.7M | 0.0% | 5.1% | +0.6% |
| 3 | LPL Financial LLC | 1.4M | $31.3M | 0.0% | 2.9% | -0.6% |
| 4 | WELLS FARGO & COMPANY/MN | 948,153 | $22.0M | 0.0% | 2% | +3.7% |
| 5 | RAYMOND JAMES FINANCIAL INC | 655,744 | $15.2M | 0.0% | 1.4% | +2.8% |
| 6 | Cetera Investment Advisers | 395,559 | $9.2M | 0.0% | 0.8% | -4.1% |
| 7 | Investors Research Corp | 389,733 | $9.0M | 1.6% | 0.8% | +3.3% |
| 8 | TWO SIGMA INVESTMENTS, LP | 313,700 | $7.3M | 0.0% | 0.7% | +21.6% |
| 9 | UBS Group AG | 311,987 | $7.2M | 0.0% | 0.7% | -4.2% |
| 10 | JONES FINANCIAL COMPANIES LLLP | 270,620 | $6.4M | 0.0% | 0.6% | +5.9% |
| 11 | Good Steward Wealth Advisors,LLC | 217,982 | $5.1M | 3.1% | 0.5% | -1.6% |
| 12 | ROYAL BANK OF CANADA | 208,584 | $4.8M | 0.0% | 0.4% | -18.1% |
| 13 | Salomon & Ludwin, LLC | 203,973 | $4.8M | 0.4% | 0.4% | -0.6% |
| 14 | AMERIPRISE FINANCIAL INC | 195,853 | $4.5M | 0.0% | 0.4% | -4.2% |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 191,314 | $4.4M | 0.0% | 0.4% | -4.0% |
| 16 | MAI Capital Management | 175,002 | $4.1M | 0.0% | 0.4% | +4651.6% |
| 17 | Capital Advisors, Ltd. LLC | 169,227 | $3,923 | 0.4% | 0.4% | -0.6% |
| 18 | OSAIC HOLDINGS, INC. | 168,241 | $3.9M | 0.0% | 0.4% | +10.2% |
| 19 | AlphaCore Capital LLC | 167,763 | $3.9M | 0.1% | 0.4% | -1.3% |
| 20 | FOUNDERS GROVE WEALTH PARTNERS, LLC | 158,932 | $3.7M | 0.7% | 0.3% | -3.7% |
| 21 | GHP Investment Advisors, Inc. | 138,485 | $3.2M | 0.1% | 0.3% | +0.6% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 138,031 | $3.2M | 0.0% | 0.3% | +2.9% |
| 23 | IFP Advisors, Inc | 120,570 | $2.8M | 0.1% | 0.3% | -2.0% |
| 24 | Cresta Advisors, Ltd. | 120,233 | $2.8M | 1.0% | 0.3% | -5.9% |
| 25 | Sanctuary Advisors, LLC | 119,089 | $2.8M | 0.0% | 0.3% | +1.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.