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Invesco S&P Ultra Dividend Revenue ETF

125 hedge funds and large institutions have $336M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $316M → $336M (+$20M)

4% more funds holding

Funds holding: 120125 (+5)

1.69% more ownership

Funds ownership: 37.48%39.17% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.53M +$62.4K +1,193 +3%
P
27
&Partners
Tennessee
$2.14M +$79K +1,509 +4%
WWA
28
WCG Wealth Advisors
Nevada
$2.13M +$1.16M +22,257 +120%
WANY
29
Wealthspire Advisors (New York)
New York
$2.02M
Truist Financial
30
Truist Financial
North Carolina
$1.75M +$76K +1,452 +5%
AWM
31
AE Wealth Management
Kansas
$1.73M -$176K -3,359 -9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.71M +$59.4K +1,135 +4%
EH
33
Equitable Holdings
New York
$1.67M +$82.8K +1,583 +5%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.59M +$1.88K +36 +0.1%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.58M +$1.59M +30,400 New
NA
36
NewEdge Advisors
Louisiana
$1.41M -$10.7K -205 -0.8%
GWP
37
Gateway Wealth Partners
Wisconsin
$1.3M -$3.56K -68 -0.3%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.22M -$86.2K -1,647 -7%
KWA
39
Kingswood Wealth Advisors
California
$1.17M +$8.9K +170 +0.8%
SWP
40
Stratos Wealth Partners
Ohio
$1.01M +$49K +936 +5%
KWM
41
Kingsview Wealth Management
Oregon
$945K +$950K +18,151 New
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$940K -$51.6K -986 -5%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$886K +$19.2K +367 +2%
IF
44
Intrua Financial
Texas
$845K -$11K -210 -1%
Goldman Sachs
45
Goldman Sachs
New York
$794K
ATS
46
Ashton Thomas Securities
New York
$789K +$1.57K +30 +0.2%
SI
47
Stephens Inc
Arkansas
$781K
IA
48
Integrity Alliance
Iowa
$763K -$61K -1,165 -7%
CIA
49
Concurrent Investment Advisors
Florida
$742K -$4.71K -90 -0.6%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$710K +$24.3K +465 +4%