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Invesco S&P Ultra Dividend Revenue ETF

109 hedge funds and large institutions have $272M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
41
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
AE Wealth Management
Kansas
$1.69M -$33.2K -725 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.64M +$706K +15,397 +75%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.62M -$138K -3,005 -8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.6M -$360K -7,855 -18%
EH
30
Equitable Holdings
New York
$1.57M -$1.04M -22,584 -40%
JWCA
31
J.W. Cole Advisors
Florida
$1.49M +$40.1K +875 +3%
FCA
32
FinTrust Capital Advisors
South Carolina
$1.4M +$543K +11,849 +64%
TLA
33
Tanglewood Legacy Advisors
Texas
$1.27M
CA
34
Cetera Advisors
Colorado
$1.24M +$748K +16,331 +152%
NA
35
NewEdge Advisors
Louisiana
$1.22M +$2.25K +49 +0.2%
AWS
36
Atria Wealth Solutions
New York
$1.18M +$1.42K +31 +0.1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.05M +$1.05M +22,813 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$947K -$110K -2,396 -10%
IF
39
Intrua Financial
Texas
$849K -$172K -3,758 -17%
Citadel Advisors
40
Citadel Advisors
Florida
$800K +$187K +4,087 +31%
SWP
41
Stratos Wealth Partners
Ohio
$797K +$204K +4,454 +34%
WWA
42
WCG Wealth Advisors
Nevada
$733K -$14.7K -320 -2%
SI
43
Stephens Inc
Arkansas
$731K +$92 +2 +0%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$623K -$177K -3,863 -22%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$616K +$31.9K +700 +5%
HA
46
Herold Advisors
New York
$564K +$1.19K +26 +0.2%
MIH
47
Meitav Investment House
Israel
$517K
IA
48
IFG Advisory
Georgia
$510K -$1.6K -35 -0.3%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$484K -$25.9K -566 -5%
RG
50
Retirement Group
California
$443K