Invesco High Yield Equity DiPEYETF
13F holders, Q4 2024 (December 31)200holders +10
15new positions
9sold out
1famous investor
$21.27avg. 13F price*
At the end of Q4 2024, 200 institutions reported holding Invesco High Yield Equity Di (PEY) in their 13F filings, up 10 from Q3 2024. 15 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($130.7M), Morgan Stanley ($58.6M) and LPL Financial LLC ($41.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco High Yield Equity Di
- CUSIP
- 46137V563
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.4M |
| Exits | 9 | $9.3M |
All 13F filers, Q3 2024 → Q4 2024: 786,208 shares bought and 1,366,782 shares sold, net −580,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Bank of America Corp. | 0.01% | Add +2.4% | 6,148,404 | $130.7M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 2,754,268 | $58.6M |
| LPL Financial LLC | 0.02% | Add +2.4% | 1,937,371 | $41.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.4% | 1,275,357 | $27.1M |
| Raymond James Financial Inc. | 0.01% | — | 632,882 | $13.5M |
| Cetera Investment Advisers | 0.02% | Add +1.5% | 407,172 | $8.7M |
| Waverly Advisors, LLC | 0.13% | Add +0.4% | 380,351 | $8.1M |
| UBS Group AG | 0.00% | Add +2.3% | 356,109 | $7.6M |
| Investors Research Corp | 1.31% | Add +7.1% | 280,227 | $6.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.9% | 242,424 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.7% | 232,090 | $4.9M |
| Salomon & Ludwin, LLC | 0.52% | Reduce -7.2% | 230,115 | $4.9M |
| Founders Grove Wealth Partners, LLC | 1.41% | — | 229,120 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 222,153 | $4.7M |
| Atria Investments, Inc | 0.05% | Add +12.6% | 201,698 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 198,903 | $4.2M |
| Capital Advisors, Ltd. LLC | 0.50% | Reduce -1.2% | 188,385 | $4.0M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -4.6% | 183,626 | $3.9M |
| New Insight Wealth Advisors | 1.87% | Reduce -8.9% | 175,929 | $3.7M |
| Evoke Wealth, LLC | 0.10% | No change | 171,360 | $3.6M |
| Capital Advisory Group Advisory Services, LLC | 1.30% | Add +3.1% | 170,988 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +9.5% | 160,581 | $3.4M |
| GHP Investment Advisors, Inc. | 0.16% | Reduce -1.8% | 158,094 | $3.4M |
| Axxcess Wealth Management, LLC | 0.08% | Add +0.4% | 151,213 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 143,423 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +113.6% | 138,066 | $2.9M |
| Meridian Wealth Management, LLC | 0.12% | Reduce -35.8% | 123,478 | $2.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.3% | 112,499 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.6% | 112,345 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Add +2.3% | 109,321 | $2.3M |
| IFP Advisors, Inc | 0.08% | Reduce -0.6% | 108,018 | $2.3M |
| Brick & Kyle, Associates | 0.94% | Add +4.9% | 102,892 | $2.2M |
| Cresta Advisors, Ltd. | 1.12% | No change | 97,319 | $2.1M |
| Colonial River Investments, LLC | 1.02% | Add +0.7% | 99,448 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.6% | 95,983 | $2.0M |
| Virtu Financial LLC | 0.10% | New | 91,489 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Add +5.8% | 89,509 | $1.9M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -2.7% | 87,683 | $1.9M |
| Wealth Alliance, LLC | 0.22% | Add +41.6% | 85,645 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +4.6% | 84,861 | $1.8M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.1% | 84,386 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -17.9% | 79,844 | $1.7M |
| AdvisorNet Financial, Inc | 0.14% | Add +14.2% | 78,860 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -7.2% | 76,239 | $1.6M |
| Axis Wealth Partners, LLC | 1.35% | — | 75,185 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -4.9% | 71,710 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +1.7% | 59,775 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.4% | 57,536 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -13.8% | 57,154 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 56,293 | $1.2M |
| Apexium Financial, LP | 0.07% | New | 54,613 | $1.2M |
| Sugarloaf Wealth Management, LLC | 0.22% | Add +0.2% | 53,901 | $1.1M |
| MGB Wealth Management, LLC | 0.35% | No change | 52,499 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 52,175 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.9% | 49,110 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -0.3% | 49,079 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Add +7.4% | 47,216 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | Reduce -49.8% | 46,750 | $994K |
| Comerica Bank | 0.00% | Add +0.2% | 45,904 | $976K |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.4% | 45,482 | $967K |
| Oxford Financial Group, LTD. LLC | 0.06% | No change | 43,928 | $934K |
| Principal Securities, Inc. | 0.02% | Reduce -1.5% | 40,954 | $871K |
| First PREMIER Bank | 0.22% | Reduce -1.1% | 40,945 | $870K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +51.1% | 40,148 | $854K |
| PFG Advisors | 0.05% | Add +2.7% | 39,550 | $841K |
| Barrett & Company, Inc. | 0.35% | Add +0.3% | 39,531 | $840K |
| Precedent Wealth Partners, LLC | 0.26% | Add +2.0% | 37,763 | $803K |
| Prospera Financial Services Inc | 0.02% | Add +1.4% | 37,320 | $793K |
| SageOak Financial, LLC | 0.72% | — | 37,314 | $793K |
| RFG Advisory, LLC | 0.02% | Add +1.3% | 36,500 | $776K |
| Harbour Investments, Inc. | 0.02% | Reduce -11.8% | 36,493 | $776K |
| Aft, Forsyth & Company, Inc. | 0.36% | Reduce -0.7% | 34,409 | $732K |
| Pasadena Private Wealth, LLC | 0.15% | Add +29.4% | 33,545 | $713K |
| NWF Advisory Services Inc. | 0.10% | No change | 31,907 | $678K |
| SteelPeak Wealth, LLC | 0.03% | New | 31,497 | $670K |
| GeoWealth Management, LLC | 0.02% | Add +20.2% | 29,386 | $625K |
| Stolper Co | 0.20% | Reduce -1.0% | 28,580 | $608K |
| BKM Wealth Management, LLC | 0.24% | Add +5.8% | 27,599 | $587K |
| &partners | 0.01% | Reduce -3.5% | 27,387 | $583K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 26,780 | $562K |
| Ameritas Advisory Services, LLC | 0.02% | Add +106.0% | 25,830 | $549K |
| Institute for Wealth Management, LLC. | 0.07% | Reduce -0.1% | 25,156 | $535K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -90.2% | 24,589 | $523K |
| International Assets Investment Management, LLC | 0.04% | New | 24,401 | $517K |
| Creative Planning | 0.00% | Reduce -4.1% | 24,009 | $510K |
| Truist Financial Corp. | 0.00% | Add +2.7% | 23,973 | $510K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +7.5% | 23,792 | $506K |
| City State Bank | 0.17% | Reduce -5.8% | 23,114 | $491K |
| Lifeworks Advisors, LLC | 0.09% | No change | 22,878 | $486K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.7% | 22,425 | $477K |
| FMR LLC | 0.00% | Reduce -3.3% | 21,141 | $449K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -13.4% | 20,897 | $444K |
| Cerity Partners LLC | 0.00% | New | 20,189 | $429K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.8% | 20,146 | $428K |
| SouthState Bank Corp | 0.03% | No change | 20,111 | $428K |
| Colonial Trust Co / SC | 0.06% | Reduce -1.2% | 19,760 | $418K |
| New Republic Capital, LLC | 0.27% | No change | 19,366 | $412K |
| Cwm, LLC | 0.00% | Add +1009.6% | 19,085 | $406K |
| Synovus Financial Corp. | 0.01% | Reduce -0.4% | 19,003 | $404K |
| Capital Investment Advisors, LLC | 0.01% | Add +7.0% | 18,349 | $390K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -6.7% | 17,885 | $380K |
| CoreCap Advisors, LLC | 0.02% | Add +26.4% | 17,792 | $378K |
| Consolidated Portfolio Review Corp | 0.06% | Add +0.1% | 17,787 | $378K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.5% | 16,710 | $355K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -95.5% | 16,104 | $342K |
| IFG Advisory, LLC | 0.02% | Reduce -2.2% | 15,644 | $333K |
| JPMorgan Chase & Co. | 0.00% | Add +19.9% | 15,370 | $327K |
| Bison Wealth, LLC | 0.07% | No change | 15,166 | $322K |
| Wedmont Private Capital | 0.02% | No change | 15,303 | $319K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -48.7% | 14,804 | $315K |
| Mindset Wealth Management, LLC | 0.11% | No change | 14,545 | $309K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 14,500 | $308K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -76.1% | 14,237 | $303K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.7% | 14,219 | $302K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -46.6% | 14,168 | $301K |
| Financial Insights, Inc. | 0.12% | No change | 14,100 | $300K |
| Mariner, LLC | 0.00% | Reduce -2.3% | 13,568 | $288K |
| NTV Asset Management LLC | 0.04% | No change | 13,340 | $284K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 13,149 | $280K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 12,993 | $276K |
| Compass Financial Services Inc | 0.15% | — | 12,428 | $264K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 12,369 | $260K |
| Snowden Capital Advisors LLC | 0.01% | No change | 12,014 | $255K |
| Clearwater Capital Advisors, LLC | 0.02% | No change | 11,966 | $254K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -13.2% | 11,926 | $254K |
| David J Yvars Group | 0.15% | No change | 11,800 | $250K |
| Novare Capital Management LLC | 0.02% | Add +14.7% | 11,735 | $249K |
| Mather Group, Llc. | 0.00% | No change | 11,496 | $244K |
| Herold Advisors, Inc. | 0.05% | Reduce -6.6% | 11,195 | $238K |
| Independent Financial Group, LLC | 0.01% | No change | 11,149 | $237K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,040 | $235K |
| Family Firm, Inc. | 0.05% | No change | 10,536 | $224K |
| Cornerstone Planning Group LLC | 0.05% | Reduce -10.5% | 10,123 | $224K |
| Curi Capital, LLC | 0.01% | No change | 10,223 | $217K |
| Citadel Advisors | 0.00% | Reduce -65.7% | 10,029 | $213K |
| Opus Capital Group, LLC | 0.03% | No change | 9,920 | $211K |
| Tyler-Stone Wealth Management | 0.04% | New | 9,547 | $203K |
| Focus Financial Network, Inc. | 0.01% | Add +0.6% | 9,518 | $202K |
| Kozak & Associates, Inc. | 0.04% | Add +1.1% | 8,883 | $189K |
| Global Retirement Partners, LLC | 0.01% | Reduce -37.7% | 8,625 | $183K |
| Clearstead Advisors, LLC | 0.00% | No change | 7,717 | $164K |
| Crews Bank & Trust | 0.03% | — | 7,190 | $153K |
| AE Wealth Management LLC | 0.00% | New | 6,882 | $146K |
| Element Wealth, LLC | 0.08% | No change | 6,818 | $145K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.2% | 5,726 | $122K |
| Bristlecone Advisors, LLC | 0.01% | No change | 5,405 | $115K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | No change | 5,400 | $115K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -27.9% | 5,180 | $110K |
| Bangor Savings Bank | 0.01% | No change | 4,811 | $102K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +418.8% | 4,778 | $102K |
| Caldwell Trust Co | 0.01% | No change | 4,280 | $91K |
| Synergy Investment Management, LLC | 0.03% | — | 3,181 | $68K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,502 | $53K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 2,375 | $50K |
| Private Trust Co. NA | 0.01% | Reduce -63.9% | 2,284 | $49K |
| Spire Wealth Management | 0.00% | No change | 2,020 | $43K |
| US Bancorp \de | 0.00% | Add +244.9% | 2,014 | $43K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -55.9% | 1,952 | $41K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 1,880 | $40K |
| Wagner Wealth Management, LLC | 0.01% | New | 1,851 | $39K |
| MAI Capital Management | 0.00% | New | 1,680 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 1,634 | $35K |
| St Germain D J Co. Inc. | 0.00% | New | 1,500 | $32K |
| Richards, Merrill & Peterson, Inc. | 0.02% | — | 1,463 | $31K |
| Fortitude Family Office, LLC | 0.01% | No change | 1,400 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.2% | 1,399 | $30K |
| Rialto Wealth Management, LLC | 0.01% | — | 1,174 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 1,142 | $24K |
| LGT Financial Advisors LLC | 0.05% | No change | 1,000 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,000 | $21K |
| Hoey Investments, Inc. | 0.00% | No change | 1,000 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 1,000 | $21K |
| NorthRock Partners, LLC | 0.00% | No change | 1,000 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 990 | $21K |
| CVA Family Office, LLC | 0.00% | No change | 798 | $17K |
| Addison Advisors LLC | 0.00% | No change | 750 | $16K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 743 | $16K |
| Allworth Financial LP | 0.00% | No change | 703 | $15K |
| NewSquare Capital LLC | 0.00% | No change | 700 | $15K |
| Sound Income Strategies, LLC | 0.00% | Add +0.3% | 668 | $14K |
| Fairman Group, LLC | 0.01% | No change | 641 | $14K |
| Bank of Montreal | 0.00% | No change | 546 | $12K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 540 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 373 | $8K |
| Vermillion Wealth Management, Inc. | 0.00% | — | 369 | $8K |
| Qube Research & Technologies Ltd | 0.00% | No change | 360 | $8K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 332 | $7K |
| Noble Wealth Management PBC | 0.00% | — | 316 | $7K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $6K |
| Simplex Trading, LLC | 0.00% | New | 299 | $6K |
| Beacon Capital Management, LLC | 0.00% | Add +1.1% | 281 | $6K |
| Key Financial Inc | 0.00% | No change | 249 | $5K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.8% | 240 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 198 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 156 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 110 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 82 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 53 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 4 | $88 |
| LRI Investments, LLC | 0.00% | No change | 1 | $21 |
"% of holder's portfolio" is PEY's weight in each manager's 13F, not the share of Invesco High Yield Equity Di the manager owns.