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Invesco S&P Ultra Dividend Revenue ETF
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Overview Fund Activity

100 hedge funds and large institutions have $872M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
54
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.2M
2
Morgan Stanley
Morgan Stanley
New York
+$35M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$29.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.6M
5
LPL Financial
LPL Financial
California
+$12.7M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.1M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.2M
3
AIC
Ameritas Investment Company
Nebraska
-$717K
4
TFS
Thoroughbred Financial Services
Tennessee
-$706K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFM
26
Mid Atlantic Financial Management
Pennsylvania
$4.18M +$2.12M +55,980 +103%
AF
27
Allworth Financial
California
$3.7M +$23.2K +611 +0.6%
EWF
28
Epstein & White Financial
California
$3.07M +$2.82M +74,324 +1,099%
SVWA
29
Sound View Wealth Advisors
Georgia
$3.05M +$501K +13,212 +20%
IA
30
IFP Advisors
Florida
$2.99M +$106K +2,807 +4%
GA
31
Gateway Advisory
New Jersey
$2.98M -$82.2K -2,169 -3%
Goldman Sachs
32
Goldman Sachs
New York
$2.64M +$2.08M +54,852 +372%
SPC
33
Sigma Planning Corp
Michigan
$2.59M +$999K +26,356 +63%
AWM
34
AE Wealth Management
Kansas
$2.43M +$2.43M +64,161 New
DC
35
Davenport & Co
Virginia
$2.36M +$1.84M +48,630 +359%
SS
36
Simplicity Solutions
Minnesota
$2.21M +$2.21M +58,411 New
PAG
37
Private Advisor Group
New Jersey
$2.16M -$391K -10,302 -15%
SWP
38
Stratos Wealth Partners
Ohio
$2.14M +$28K +738 +1%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$2.14M -$104K -2,744 -5%
HighTower Advisors
40
HighTower Advisors
Illinois
$2.13M +$802K +21,157 +60%
ACM
41
AlphaStar Capital Management
North Carolina
$2.06M -$1.2M -31,773 -37%
AWA
42
Arete Wealth Advisors
Illinois
$1.82M +$193K +5,105 +12%
FAAS
43
First Allied Advisory Services
California
$1.6M +$189K +4,971 +13%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.52M -$381K -10,049 -20%
TFS
45
Thoroughbred Financial Services
Tennessee
$1.4M -$706K -18,624 -33%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.36M +$106K +2,794 +8%
AWE
47
Avidian Wealth Enterprises
Texas
$1.24M +$1.24M +32,695 New
GIA
48
Gladstone Institutional Advisory
Florida
$1.13M +$78K +2,058 +7%
VWA
49
V Wealth Advisors
Kansas
$1.08M +$21.2K +546 +2%
BWCS
50
Beirne Wealth Consulting Services
Connecticut
$1.01M -$91.1K -2,402 -8%
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