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Invesco S&P Ultra Dividend Revenue ETF

88 hedge funds and large institutions have $553M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+23
Holders Change %
+35.38%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
35
Reduced
9
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$454K +$109K +3,267 +32%
LWAC
52
Laurel Wealth Advisors (California)
California
$405K -$65.9K -1,970 -14%
RA
53
RFG Advisory
Alabama
$366K -$85.9K -2,567 -19%
RJT
54
Raymond James Trust
Florida
$341K +$341K +10,176 New
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$336K +$336K +10,039 New
SMC
56
Smith, Moore & Co
Missouri
$334K +$1.88K +56 +0.6%
LFAS
57
Level Four Advisory Services
Texas
$326K
BCA
58
Bay Colony Advisors
Massachusetts
$302K +$302K +9,033 New
FHC
59
First Heartland Consultants
Missouri
$298K +$298K +8,915 New
BTS
60
BB&T Securities
Virginia
$295K +$295K +8,835 New
CA
61
Cetera Advisors
Colorado
$293K -$6.85K -205 -2%
FAIM
62
Financial Advocates Investment Management
Washington
$281K +$281K +8,405 New
EWF
63
Epstein & White Financial
California
$226K +$226K +6,760 New
IWM
64
IHT Wealth Management
Illinois
$204K +$204K +6,098 New
AIM
65
Anchor Investment Management
South Carolina
$198K
CFGS
66
Concourse Financial Group Securities
Alabama
$195K +$195K +5,852 New
WA
67
WealthTrust-Arizona
Arizona
$177K +$98.2K +2,935 +125%
SMFS
68
Squar Milner Financial Services
California
$136K
MPWT
69
MassMutual Private Wealth & Trust
Connecticut
$133K +$133K +3,980 New
HI
70
Hudock Inc
Pennsylvania
$125K +$15.5K +467 +14%
FCA
71
FinTrust Capital Advisors
South Carolina
$114K +$114K +3,402 New
NFG
72
Next Financial Group
Texas
$112K +$92K +2,759 +460%
TF
73
Tompkins Financial
New York
$88K -$6.46K -194 -7%
SWM
74
SeaCrest Wealth Management
New York
$67K +$67K +2,000 New
ACS
75
Archford Capital Strategies
Illinois
$20K