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Invesco S&P Ultra Dividend Revenue ETF

94 hedge funds and large institutions have $237M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $263M → $237M (-$26.1M)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$1.65M
2 +$1.48M
3 +$1.21M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.06M
5
CB
Cadence Bank
Mississippi
+$931K

Top Sellers

1 -$3.99M
2 -$3.12M
3 -$2.96M
4
Bank of America
Bank of America
North Carolina
-$1.98M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.21M
27
$1.06M
28
$1.05M
29
$972K
30
$961K
31
$904K
32
$883K
33
$788K
34
$710K
35
$709K
36
$661K
37
$654K
38
$550K
39
$542K
40
$537K
41
$523K
42
$517K
43
$471K
44
$431K
45
$429K
46
$427K
47
$419K
48
$398K
49
$346K
50
$322K