ETF Holders

Who owns PEY?

Bond

Invesco High Yield Equity Dividend Achievers ETF · Invesco

187 institutions reported holding PEY, worth $405.7M, in Form 13F filings for June 30, 2026.

13F holders
187
Institutional value
$405.7M
Change from prior quarter
+10.3%
+$37.8M, with price moves
New and sold-out firms
24 / 10
54 added, 57 trimmed

Top 10 institutional holders of PEY

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$104.4M4,504,254−42,735 shares
Morgan StanleyNew York, NY$55.7M2,401,540+14,102 shares
LPL Financial LLCFort Mill, SC$31.3M1,351,755−8,809 shares
Wells Fargo & CompanySan Francisco, CA$22.0M948,153+33,507 shares
Raymond James Financial Inc.St. Petersburg, FL$15.2M655,744+17,799 shares
Cetera Investment AdvisersSchaumburg, IL$9.2M395,559−16,987 shares
Investors Research CorpAtlanta, GA$9.0M389,733+12,518 shares
Two Sigma Investments, LPNew York, NY$7.3M313,700+55,700 shares
UBS Group AGZurich, Switzerland$7.2M311,987−13,638 shares
Jones Financial Companies LLLPDes Peres, MO$6.4M270,620+15,012 shares
177 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns PEY?

187 institutional managers reported holding PEY in Form 13F filings for June 30, 2026, worth $405.7M in total. The largest reported position was held by Bank of America Corp., at $104.4M.

Did institutions buy or sell PEY last quarter?

Reported 13F value rose 10.3% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 10 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is PEY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.