13FBOX
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF

PEY
持有机构数
188
机构合计市值 (Q2 2026)
$4.10亿
机构合计股数 (Q2 2026)
1,770.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+82.8万股
77 · 24 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.1万股
68 · 11 清仓 · ≈
⚖️ 净额
+22.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.10亿
持有机构数
188
新买入
24
加仓
53
减仓
57
清仓
11
持股不变
54
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#92$1.04亿450.4万股$9,738.8万454.7万股-4.3万股-0.94%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#113$5,566.8万240.2万股$5,268.6万250.1万股-9.9万股-3.97%减仓
LPL金融LPL Financial LLC
0.01%0.01%#89$3,133.4万135.2万股$2,914.2万136.1万股-8,809股-0.65%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#110$2,197.8万94.8万股$1,959.1万91.5万股+3.4万股+3.66%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#106$1,520.0万65.6万股$1,366.4万63.8万股+1.8万股+2.79%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#84$916.9万39.6万股$883.6万41.3万股-1.7万股-4.12%减仓
Investors Research Corp
1.62%1.54%#2$903.4万39.0万股$807.9万37.7万股+1.3万股+3.32%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%<0.01%#101$727.2万31.4万股$552.6万25.8万股+5.6万股+21.59%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#143$723.2万31.2万股$697.5万32.6万股-1.4万股-4.19%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#121$636.0万27.1万股$538.1万25.6万股+1.5万股+5.87%加仓
Good Steward Wealth Advisors,LLC
3.05%3.05%#1$505.3万21.8万股$474.3万22.1万股-3,455股-1.56%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#150$483.5万20.9万股$545.7万25.5万股-4.6万股-18.14%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#144$454.0万19.6万股$437.9万20.4万股-8,617股-4.21%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.02%0.03%#47$443.7万19.1万股$427.2万19.9万股-8,045股-4.04%减仓
Salomon & Ludwin, LLC
0.4%0.4%#8$442.5万20.5万股$442.5万20.5万股00.00%持仓不变
MAI资本管理MAI Capital Management
0.02%<0.01%#61$405.7万17.5万股$7.9万3,683股+17.1万股+4,651.62%加仓
Capital Advisors, Ltd. LLC
0.4%0.41%#9$392.3万16.9万股$364.5万17.0万股-962股-0.57%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#104$390.0万16.8万股$327.1万15.3万股+1.6万股+10.16%加仓
阿尔法核心资本AlphaCore Capital LLC
0.07%0.09%#29$388.9万16.8万股$364.2万17.0万股-2,273股-1.34%减仓
FOUNDERS GROVE WEALTH PARTNERS, LLC
0.74%0.8%#4$368.4万15.9万股$353.4万16.5万股-6,071股-3.68%减仓
EVOKE WEALTH, LLC
0.07%0.07%#28$367.0万17.1万股$367.0万17.1万股00.00%持仓不变
GHP Investment Advisors, Inc.
0.12%0.12%#21$321.0万13.8万股$294.7万13.8万股+894股+0.65%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#107$320.0万13.8万股$287.4万13.4万股+3,830股+2.85%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#167$314.8万13.6万股$307.8万14.4万股-7,864股-5.47%减仓
IFP顾问IFP Advisors, Inc
0.05%0.05%#33$279.5万12.1万股$263.4万12.3万股-2,421股-1.97%减仓
Cresta Advisors, Ltd.
1%1.12%#3$278.7万12.0万股$273.7万12.8万股-7,564股-5.92%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#65$276.0万11.9万股$251.3万11.7万股+1,758股+1.50%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#134$252.3万10.9万股$228.1万10.7万股+2,319股+2.18%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#70$245.3万10.6万股$137.4万6.4万股+4.2万股+64.95%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.02%0.02%#53$241.0万10.4万股$217.0万10.1万股+2,629股+2.59%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#170$227.9万9.8万股$195.9万9.1万股+6,869股+7.51%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#102$226.8万9.8万股$222.1万10.4万股-5,874股-5.66%减仓
Aspire Capital Advisors LLC
0.42%0.33%#7$217.1万9.4万股$146.9万6.9万股+2.5万股+36.59%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%#129$212.4万9.2万股$00股+9.2万股新买入
WEALTH ALLIANCE, LLC
0.17%0.18%#16$200.1万8.6万股$185.9万8.7万股-475股-0.55%减仓
IHT 财富管理IHT Wealth Management, LLC
0.04%0.03%#39$190.8万8.2万股$136.1万6.4万股+1.9万股+29.54%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#71$190.0万8.2万股$167.1万8.2万股+2股+0.00%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#118$171.6万7.4万股$160.9万7.5万股-1,107股-1.47%减仓
Brick & Kyle, Associates
0.5%#6$169.1万7.9万股$00股+7.9万股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#117$166.6万7.2万股$164.9万7.7万股-5,114股-6.64%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#87$163.2万7.0万股$147.3万6.9万股+1,653股+2.40%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#161$159.2万6.9万股$285.0万13.3万股-6.4万股-48.39%减仓
Axis Wealth Partners, LLC
0.66%0.71%#5$138.0万6.0万股$133.2万6.2万股-2,647股-4.26%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#120$126.8万5.5万股$110.2万5.1万股+3,257股+6.33%加仓
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
0.01%0.01%#81$120.9万5.2万股$111.8万5.2万股00.00%持仓不变
Janney Montgomery Scott LLC
<0.01%<0.01%#125$113.1万4.9万股$105.4万4.9万股-410股-0.83%减仓
New Insight Wealth Advisors
0.32%0.26%#10$108.1万4.7万股$71.3万3.3万股+1.3万股+40.00%加仓
Virtu Financial LLC
0.03%0.03%#42$105.3万4.5万股$80.9万3.8万股+7,673股+20.33%加仓
SouthState Bank Corp
0.04%0.03%#38$99.8万4.3万股$69.8万3.3万股+1.0万股+32.13%加仓
Waverly顾问Waverly Advisors, LLC
0.01%0.01%#98$99.5万4.3万股$145.8万6.8万股-2.5万股-36.94%减仓

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