INVESCO HIGH YIELD EQUITY DI PEY
$23.74
+1.2% 52w: $19.00 – $23.74
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data19.0021.3723.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
176
-8 QoQ
13F value
$375.0M
-4.2% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
9.8×
$2.3M calls / $238K puts
Institutional value by quarter
Number of holders
Who owns PEY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.5M | $97.4M | 0.0% | -7.2% |
| MORGAN STANLEY | Bank broker | 2.4M | $51.1M | 0.0% | -1.6% |
| LPL Financial LLC | Bank broker | 1.4M | $29.1M | 0.0% | -25.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 914.6K | $19.6M | 0.0% | -0.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 637.9K | $13.7M | 0.0% | -0.7% |
| Cetera Investment Advisers | Wealth advisor | 412.5K | $8.8M | 0.0% | -6.8% |
| Investors Research Corp | Wealth advisor | 377.2K | $8.1M | 1.5% | +5.0% |
| UBS Group AG | Bank broker | 325.6K | $7.0M | 0.0% | +9.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 258.0K | $5.5M | 0.0% | -61.7% |
| ROYAL BANK OF CANADA | Bank broker | 254.8K | $5.5M | 0.0% | -3.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 255.6K | $5.4M | 0.0% | +1.7% |
| Good Steward Wealth Advisors,LLC | Wealth advisor | 221.4K | $4.7M | 3.0% | +1.2% |
| Stolper Co ★2 | Fundamental diversified | 13.8K | $4.5M | 1.3% | -54.5% |
| Salomon & Ludwin, LLC | Wealth advisor | 205.2K | $4.4M | 0.4% | -0.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 204.5K | $4.4M | 0.0% | -4.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 199.4K | $4.3M | 0.0% | -4.8% |
| EVOKE WEALTH, LLC | Wealth advisor | 171.4K | $3.7M | 0.1% | Held |
| Capital Advisors, Ltd. LLC | Wealth advisor | 170.2K | $3.6M | 0.4% | -4.9% |
| AlphaCore Capital LLC | Wealth advisor | 170.0K | $3.6M | 0.1% | +13.9% |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | Wealth advisor | 165.0K | $3.5M | 0.8% | -12.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 152.7K | $3.3M | 0.0% | -4.7% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 137.6K | $2.9M | 0.1% | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 134.2K | $2.9M | 0.0% | +2.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 133.1K | $2.8M | 0.0% | +9.4% |
| Cresta Advisors, Ltd. | Wealth advisor | 127.8K | $2.7M | 1.1% | +8.3% |
| IFP Advisors, Inc | Wealth advisor | 123.0K | $2.6M | 0.1% | -1.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 117.3K | $2.5M | 0.0% | -2.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 106.5K | $2.3M | 0.0% | +2.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 103.7K | $2.2M | 0.0% | -2.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 101.3K | $2.2M | 0.0% | -0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 91.4K | $2.0M | 0.0% | New |
| WEALTH ALLIANCE, LLC | Wealth advisor | 86.8K | $1.9M | 0.2% | +2.0% |
| AdvisorNet Financial, Inc | Wealth advisor | 81.8K | $1.8M | 0.1% | -43.8% |
| Brick & Kyle, Associates ★2 | Fundamental diversified | 79.0K | $1.7M | 0.6% | -26.9% |
| Equitable Holdings, Inc. | Wealth advisor | 82.0K | $1.7M | 0.0% | +0.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 77.0K | $1.6M | 0.0% | +1078.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 75.1K | $1.6M | 0.0% | -9.8% |
| Private Advisor Group, LLC | Wealth advisor | 68.8K | $1.5M | 0.0% | -6.7% |
| Aspire Capital Advisors LLC | Wealth advisor | 68.6K | $1.5M | 0.3% | +36.6% |
| Waverly Advisors, LLC | Wealth advisor | 68.1K | $1.5M | 0.0% | +0.1% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 64.2K | $1.4M | 0.0% | +4.4% |
| IHT Wealth Management, LLC | Wealth advisor | 63.5K | $1.4M | 0.0% | -11.9% |
| Axis Wealth Partners, LLC | Wealth advisor | 62.2K | $1.3M | 0.7% | -1.0% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 52.2K | $1.1M | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 51.5K | $1.1M | 0.0% | -16.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 49.2K | $1.1M | 0.0% | -0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 45.9K | $983K | 0.0% | +130.8% |
| Mariner, LLC | Diversified mechanical | 43.5K | $931K | 0.0% | -0.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 42.7K | $914K | 0.0% | -4.9% |
| Arax Advisory Partners | Wealth advisor | 41.8K | $895K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.