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Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $406M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

21% more capital invested

Capital invested by funds: $336M → $406M (+$69.8M)

3.51% more ownership

Funds ownership: 39.17%42.68% (+3.5%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
26
Gateway Wealth Partners
Wisconsin
$2.76M +$1.35M +24,518 +98%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.55M -$151K -2,745 -6%
Two Sigma Investments
28
Two Sigma Investments
New York
$2.5M +$805K +14,600 +48%
P
29
&Partners
Tennessee
$2.29M +$386 +7 +0%
WWA
30
WCG Wealth Advisors
Nevada
$2.21M -$67K -1,216 -3%
WANY
31
Wealthspire Advisors (New York)
New York
$2.16M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.02M +$187K +3,400 +10%
GS
33
GTS Securities
New York
$1.88M +$1.86M +33,775 New
EH
34
Equitable Holdings
New York
$1.88M +$218K +3,947 +12%
Truist Financial
35
Truist Financial
North Carolina
$1.81M -$63.3K -1,149 -3%
NA
36
NewEdge Advisors
Louisiana
$1.51M +$2.15K +39 +0.1%
KWA
37
Kingswood Wealth Advisors
California
$1.24M -$15.8K -286 -1%
KWM
38
Kingsview Wealth Management
Oregon
$1.13M +$118K +2,138 +12%
BEI
39
Benjamin Edwards Inc
Missouri
$1.1M +$1.09M +19,801 New
SWP
40
Stratos Wealth Partners
Ohio
$1.09M +$4.41K +80 +0.4%
AWM
41
AE Wealth Management
Kansas
$1.09M -$754K -13,679 -41%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.03M -$271K -4,917 -21%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$978K +$217K +3,928 +29%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$956K +$7.94K +144 +0.8%
IF
45
Intrua Financial
Texas
$933K +$28K +508 +3%
ATS
46
Ashton Thomas Securities
New York
$846K +$1.65K +30 +0.2%
IA
47
Integrity Alliance
Iowa
$816K
SAI
48
Savvy Advisors Inc
New York
$813K +$55.5K +1,007 +7%
CIA
49
Concurrent Investment Advisors
Florida
$794K
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$782K -$221K -4,005 -22%