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Invesco S&P Ultra Dividend Revenue ETF

95 hedge funds and large institutions have $267M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-30
Holders Change %
-24%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
27
Reduced
45
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.25M +$115K +4,942 +10%
Stifel Financial
27
Stifel Financial
Missouri
$1.23M -$414K -17,879 -25%
EH
28
Equitable Holdings
New York
$1.2M +$474K +20,436 +66%
SWP
29
Stratos Wealth Partners
Ohio
$1.14M -$44.2K -1,907 -4%
TRCT
30
Tower Research Capital (TRC)
New York
$1.13M +$683K +29,467 +152%
Jane Street
31
Jane Street
New York
$972K -$146K -6,278 -13%
Truist Financial
32
Truist Financial
North Carolina
$948K +$242K +10,442 +34%
AWE
33
Avidian Wealth Enterprises
Texas
$945K -$9.95K -429 -1%
FWM
34
Frontier Wealth Management
Missouri
$749K +$132K +5,704 +21%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$740K -$119K -5,155 -14%
APA
36
American Portfolios Advisors
New York
$727K -$2.52M -108,755 -78%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$703K -$616K -26,563 -47%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$668K +$171K +7,364 +34%
KMWM
39
Keudell/Morrison Wealth Management
Oregon
$648K +$93.4K +4,028 +17%
XS
40
XR Securities
Illinois
$634K +$634K +27,359 New
TSS
41
Two Sigma Securities
New York
$575K +$575K +24,796 New
LWAC
42
Laurel Wealth Advisors (California)
California
$564K -$333K -14,368 -37%
B
43
Bellecapital
Switzerland
$557K
GIA
44
Gladstone Institutional Advisory
Florida
$491K -$142K -6,098 -22%
NA
45
NewEdge Advisors
Louisiana
$390K +$9.06K +391 +2%
MML Investors Services
46
MML Investors Services
Massachusetts
$387K +$59.9K +2,584 +18%
ASN
47
Advisory Services Network
Georgia
$365K +$361K +15,561 +8,457%
PIA
48
Perennial Investment Advisors
California
$359K -$293K -12,662 -45%
TFS
49
Thoroughbred Financial Services
Tennessee
$350K -$499K -21,523 -59%
TC
50
TownSquare Capital
Utah
$348K -$10.7K -424 -3%