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Invesco S&P Ultra Dividend Revenue ETF

112 hedge funds and large institutions have $290M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.22M -$1.43M -36,539 -39%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$1.95M -$578K -14,775 -23%
Truist Financial
28
Truist Financial
North Carolina
$1.57M +$207K +5,294 +15%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.53M -$7.91K -202 -0.5%
WANY
30
Wealthspire Advisors (New York)
New York
$1.49M
JWCA
31
J.W. Cole Advisors
Florida
$1.15M +$268K +6,857 +30%
AWM
32
AE Wealth Management
Kansas
$1.1M +$186K +4,754 +20%
TLA
33
Tanglewood Legacy Advisors
Texas
$1.08M
WWA
34
WCG Wealth Advisors
Nevada
$1.05M +$23.4K +597 +2%
AWS
35
Atria Wealth Solutions
New York
$1.01M -$56.8K -1,451 -5%
NA
36
NewEdge Advisors
Louisiana
$1.01M -$207K -5,289 -17%
IF
37
Intrua Financial
Texas
$977K +$9.98K +255 +1%
FTUS
38
Flow Traders U.S.
New York
$939K +$939K +23,989 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$932K +$932K +23,802 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$872K +$2K +51 +0.2%
SI
41
Stephens Inc
Arkansas
$810K -$245K -6,259 -23%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$804K -$53.1K -1,356 -6%
QWM
43
QP Wealth Management
New Jersey
$788K +$7.48K +191 +1%
GS
44
GTS Securities
New York
$762K +$762K +19,459 New
KAS
45
Kestra Advisory Services
Texas
$613K -$53.6K -1,369 -8%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$604K +$180K +4,593 +42%
Goldman Sachs
47
Goldman Sachs
New York
$579K +$579K +14,794 New
HA
48
Herold Advisors
New York
$526K -$64.3K -1,643 -11%
SWP
49
Stratos Wealth Partners
Ohio
$506K +$90.9K +2,322 +22%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$502K