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Invesco S&P Ultra Dividend Revenue ETF

110 hedge funds and large institutions have $230M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$1.72M -$127K -3,418 -7%
EH
27
Equitable Holdings
New York
$1.65M -$521K -14,005 -24%
Truist Financial
28
Truist Financial
North Carolina
$1.57M +$76K +2,043 +5%
HighTower Advisors
29
HighTower Advisors
Illinois
$1.44M -$7.83K -211 -0.5%
WANY
30
Wealthspire Advisors (New York)
New York
$1.41M
JWCA
31
J.W. Cole Advisors
Florida
$1.17M +$71.9K +1,934 +7%
AWM
32
AE Wealth Management
Kansas
$1.09M +$48.8K +1,311 +5%
TLA
33
Tanglewood Legacy Advisors
Texas
$1.02M
NA
34
NewEdge Advisors
Louisiana
$966K +$7.11K +191 +0.7%
AWS
35
Atria Wealth Solutions
New York
$952K -$10.8K -290 -1%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$908K +$22.5K +606 +3%
IF
37
Intrua Financial
Texas
$882K -$46.6K -1,252 -5%
WWA
38
WCG Wealth Advisors
Nevada
$855K -$156K -4,163 -15%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$825K -$3.13K -84 -0.4%
GS
40
GTS Securities
New York
$782K +$57.9K +1,556 +8%
QWM
41
QP Wealth Management
New Jersey
$766K +$17.1K +460 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$693K +$119K +3,198 +21%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$645K -$119K -3,201 -16%
FCA
44
FinTrust Capital Advisors
South Carolina
$604K +$413K +11,112 +217%
SI
45
Stephens Inc
Arkansas
$593K -$177K -4,766 -23%
TRCT
46
Tower Research Capital (TRC)
New York
$590K +$429K +11,528 +265%
SWP
47
Stratos Wealth Partners
Ohio
$515K +$34.8K +935 +7%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$502K +$24.7K +665 +5%
HA
49
Herold Advisors
New York
$457K -$43K -1,156 -9%
IA
50
IFG Advisory
Georgia
$448K -$2.08K -56 -0.5%