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Invesco S&P Ultra Dividend Revenue ETF

65 hedge funds and large institutions have $389M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
51
Hudock Inc
Pennsylvania
$127K
TF
52
Tompkins Financial
New York
$109K -$39.8K -1,036 -27%
WA
53
WealthTrust-Arizona
Arizona
$91K +$91K +2,353 New
BWP
54
Baldwin Wealth Partners
Massachusetts
$58K
SPIA
55
Steward Partners Investment Advisory
New York
$27K +$27K +700 New
ACS
56
Archford Capital Strategies
Illinois
$23K
NFG
57
Next Financial Group
Texas
$23K +$23K +600 New
WF
58
WealthTrust Fairport
Ohio
$16K +$16K +417 New
SIS
59
Sound Income Strategies
Florida
$15K +$15K +400 New
WEC
60
Winslow Evans & Crocker
Massachusetts
$10K
CFA
61
Carroll Financial Associates
North Carolina
$6K +$6K +164 New
PCG
62
Private Capital Group
Connecticut
$3K
FANJ
63
Financial Architects (New Jersey)
New Jersey
$3K +$3K +90 New
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$526K -13,767 Closed
WP
65
WealthPLAN Partners
Nebraska
-$394K -10,319 Closed
AWA
66
Acorn Wealth Advisors
Michigan
-$21K -552 Closed
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
-$14K -368 Closed
FIB
68
First Interstate Bank
Montana
-$11K -300 Closed
CF
69
Centaurus Financial
California
-$1K -35 Closed
HNB
70
Huntington National Bank
Ohio
-$15K