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Invesco S&P Ultra Dividend Revenue ETF

55 hedge funds and large institutions have $222M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
B
26
Bellecapital
Switzerland
$918K
ACM
27
AlphaStar Capital Management
North Carolina
$651K +$651K +17,027 New
LWAC
28
Laurel Wealth Advisors (California)
California
$593K -$30.1K -787 -5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$526K -$703K -18,399 -57%
SPC
30
Sigma Planning Corp
Michigan
$493K +$17.4K +456 +4%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$399K +$80.4K +2,104 +25%
WP
32
WealthPLAN Partners
Nebraska
$394K +$70.4K +1,844 +22%
Citigroup
33
Citigroup
New York
$387K +$25.9K +678 +7%
SMC
34
Smith, Moore & Co
Missouri
$377K +$2.1K +55 +0.6%
LFAS
35
Level Four Advisory Services
Texas
$373K
PAG
36
Private Advisory Group
Washington
$373K +$373K +9,769 New
RA
37
RFG Advisory
Alabama
$344K +$126K +3,296 +58%
CWM
38
Cornerstone Wealth Management
Missouri
$277K +$277K +10,518 New
DC
39
Davenport & Co
Virginia
$249K -$7.67K -201 -3%
AIM
40
Anchor Investment Management
South Carolina
$226K
Stifel Financial
41
Stifel Financial
Missouri
$220K -$14.2K -371 -6%
APA
42
American Portfolios Advisors
New York
$161K +$12.8K +336 +9%
SMFS
43
Squar Milner Financial Services
California
$155K +$155K +4,050 New
TF
44
Tompkins Financial
New York
$148K -$128K -3,351 -46%
HI
45
Hudock Inc
Pennsylvania
$126K
BWP
46
Baldwin Wealth Partners
Massachusetts
$57K
ACS
47
Archford Capital Strategies
Illinois
$23K +$23K +600 New
AWA
48
Acorn Wealth Advisors
Michigan
$21K +$21K +552 New
HNB
49
Huntington National Bank
Ohio
$15K
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$14K +$14K +368 New