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Invesco S&P Ultra Dividend Revenue ETF

52 hedge funds and large institutions have $245M invested in Invesco S&P Ultra Dividend Revenue ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
17
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GS
26
Girard Securities
California
$1.02M -$492K -14,184 -32%
CA
27
Cetera Advisors
Colorado
$1.02M -$36.9K -1,061 -3%
SWP
28
Stratos Wealth Partners
Ohio
$937K +$38.4K +1,101 +4%
FAAS
29
First Allied Advisory Services
California
$840K +$840K +24,584 New
B
30
Bellecapital
Switzerland
$837K +$837K +24,000 New
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$751K +$210K +6,009 +39%
LWAC
32
Laurel Wealth Advisors (California)
California
$669K -$91.8K -2,635 -12%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$522K +$14.8K +423 +3%
ICOA
34
Investment Centers of America
North Dakota
$510K -$59.6K -1,711 -10%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$443K -$77.6K -2,225 -15%
SPC
36
Sigma Planning Corp
Michigan
$442K +$95.2K +2,727 +27%
SMC
37
Smith, Moore & Co
Missouri
$429K +$13.5K +388 +3%
RA
38
RFG Advisory
Alabama
$417K -$5.91K -172 -1%
VF
39
Virtu Financial
New York
$406K +$406K +11,639 New
Stifel Financial
40
Stifel Financial
Missouri
$386K -$25.8K -742 -6%
Citigroup
41
Citigroup
New York
$284K +$28K +803 +11%
FA
42
FDx Advisors
Illinois
$253K -$5.9K -169 -2%
HI
43
Hudock Inc
Pennsylvania
$103K -$17.3K -500 -14%
NFG
44
Next Financial Group
Texas
$61K -$102K -2,965 -63%
PMFA
45
Plante Moran Financial Advisors
Michigan
$57K +$57K +1,645 New
BWP
46
Baldwin Wealth Partners
Massachusetts
$52K
BTIS
47
BB&T Investment Services
North Carolina
$50K -$36.5K -1,051 -42%
AIM
48
Anchor Investment Management
South Carolina
$47.2K +$47.2K +1,354 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$13.1K -$27.8K -799 -68%
JCM
50
Jacobi Capital Management
Pennsylvania
$8K +$8K +225 New