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Invesco S&P Ultra Dividend Revenue ETF

109 hedge funds and large institutions have $262M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
45
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$1.57M +$1.57M +38,000 New
HighTower Advisors
27
HighTower Advisors
Illinois
$1.48M +$65.1K +1,582 +5%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.38M +$179K +4,328 +15%
SOS
29
Silver Oak Securities
Tennessee
$1.37M +$1.37M +33,163 New
NA
30
NewEdge Advisors
Louisiana
$1.28M +$13.1K +316 +1%
AWS
31
Atria Wealth Solutions
New York
$1.24M +$635K +15,372 +105%
SI
32
Stephens Inc
Arkansas
$1.2M -$8.26K -200 -0.7%
FTUS
33
Flow Traders U.S.
New York
$1.12M +$323K +7,822 +41%
Truist Financial
34
Truist Financial
North Carolina
$1.08M -$4.17K -101 -0.4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.05M -$224K -5,427 -18%
WWA
36
WCG Wealth Advisors
Nevada
$962K +$962K +23,290 New
MML Investors Services
37
MML Investors Services
Massachusetts
$931K -$33.3K -807 -3%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$925K -$3.35K -81 -0.4%
SWP
39
Stratos Wealth Partners
Ohio
$742K +$261K +6,307 +54%
JWCA
40
J.W. Cole Advisors
Florida
$695K +$26.7K +647 +4%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$657K -$54.4K -1,317 -8%
APA
42
American Portfolios Advisors
New York
$607K -$33.9K -821 -5%
IA
43
IFG Advisory
Georgia
$607K -$27.9K -677 -4%
AW
44
ACG Wealth
Georgia
$582K +$582K +14,079 New
HA
45
Herold Advisors
New York
$562K +$7.1K +172 +1%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$530K
CA
47
Cetera Advisors
Colorado
$517K +$169K +4,099 +49%
US Bancorp
48
US Bancorp
Minnesota
$510K +$510K +12,354 New
KAS
49
Kestra Advisory Services
Texas
$492K +$79K +1,915 +19%
CAN
50
Cetera Advisor Networks
California
$489K +$35.4K +857 +8%