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Invesco S&P Ultra Dividend Revenue ETF

113 hedge funds and large institutions have $293M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
44
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.96M +$450K +9,216 +30%
P
27
&Partners
Tennessee
$1.9M +$146K +3,025 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$1.9M -$56.8K -1,164 -3%
WANY
29
Wealthspire Advisors (New York)
New York
$1.89M +$19.2K +393 +1%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$1.88M +$775K +16,072 +70%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$1.75M +$483K +9,888 +38%
Stifel Financial
32
Stifel Financial
Missouri
$1.73M -$48.2K -987 -3%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.48M -$184K -3,774 -11%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.48M -$114K -2,329 -7%
Goldman Sachs
35
Goldman Sachs
New York
$1.46M +$13.2K +271 +0.9%
NA
36
NewEdge Advisors
Louisiana
$1.38M +$15.3K +313 +1%
AWS
37
Atria Wealth Solutions
New York
$1.33M -$23.4K -480 -2%
EH
38
Equitable Holdings
New York
$1.31M -$67.1K -1,374 -5%
WWA
39
WCG Wealth Advisors
Nevada
$1.22M -$147K -3,021 -11%
KWA
40
Kingswood Wealth Advisors
California
$1.12M -$1.37K -28 -0.1%
GWP
41
Gateway Wealth Partners
Wisconsin
$1.11M -$8.45K -173 -0.8%
SWP
42
Stratos Wealth Partners
Ohio
$938K +$21.9K +448 +2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$910K -$15.3K -313 -2%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$864K -$463K -9,489 -35%
ATS
45
Ashton Thomas Securities
New York
$736K +$273K +5,586 +59%
SI
46
Stephens Inc
Arkansas
$732K -$11K -226 -1%
IF
47
Intrua Financial
Texas
$696K -$88K -1,803 -11%
HA
48
Herold Advisors
New York
$601K +$1.17K +24 +0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$586K +$6K +123 +1%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$574K