INVESCO HIGH YIELD EQUITY DI (PEY) Institutional Ownership Changes & 13F Activity

INVESCO HIGH YIELD EQUITY DI (PEY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Two Sigma Investments, Lp, Raymond James Financial Inc, Cetera Investment Advisers, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cornerstone Financial Management LlcBuy+1,000—1,000$20.39KQ4 2025Aug 28, 2026
Independent Financial Group, LlcSell-1,224-10.9%9,999$203.84KQ4 2025May 15, 2026
Financial Insights, Inc.Sell-1,500-11.5%11,600$236.47KQ4 2025Apr 01, 2026
Nwf Advisory Services Inc.Buy+32,359—32,359$659.66KQ4 2025Mar 03, 2026
Strategic Investment Solutions, Inc.Buy+300—300$6.12KQ4 2025Feb 27, 2026
Virtu Financial LlcBuy+84,130—84,130$1.72MQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+822—822$16.76KQ4 2025Feb 20, 2026
Raymond James Financial IncBuy+642,598—642,598$13.10MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+61,477—61,477$1.25MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+33,510—33,510$683.11KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+800—800$16.31KQ4 2025Feb 18, 2026
Caitlin John, LlcBuy+552—552$11.25KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+4,898,660—4,898,660$99.86MQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+674,200—674,200$13.74MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+442,486—442,486$9.02MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+263,179—263,179$5.37MQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+251,262—251,262$5.12MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+214,085—214,085$4.36MQ4 2025Feb 17, 2026
United Capital Financial Advisors, LlcBuy+209,518—209,518$4.27MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+160,232—160,232$3.27MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+83,297—83,297$1.70MQ4 2025Feb 17, 2026
Equitable Holdings, Inc.Buy+81,896—81,896$1.67MQ4 2025Feb 17, 2026
Private Advisor Group, LlcBuy+73,719—73,719$1.50MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+72,123—72,123$1.47MQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+67,994—67,994$1.39MQ4 2025Feb 17, 2026
New Insight Wealth AdvisorsBuy+48,187—48,187$982.32KQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+46,750—46,750$953.03KQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+38,140—38,140$777.51KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+35,547—35,547$724.65KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+30,425—30,425$620.23KQ4 2025Feb 17, 2026
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Frequently asked questions about PEY activity

  • Which institutional owners are buying PEY?

    Institutional owners buying PEY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PEY activity?

    "Buy" means an investor increased their reported position in PEY compared to the prior reporting period. This reflects growing exposure to INVESCO HIGH YIELD EQUITY DI (PEY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PEY increasing?

    Institutional interest in PEY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.