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Invesco S&P Ultra Dividend Revenue ETF

108 hedge funds and large institutions have $754M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
38
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$738K
WI
52
Wintrust Investments
Illinois
$712K +$326K +8,650 +84%
TRCT
53
Tower Research Capital (TRC)
New York
$663K +$50.4K +1,338 +8%
SPC
54
Sigma Planning Corp
Michigan
$632K -$1.19M -31,584 -65%
LFAS
55
Level Four Advisory Services
Texas
$629K -$234K -6,223 -27%
FWM
56
Frontier Wealth Management
Missouri
$598K -$17K -451 -3%
CA
57
Cetera Advisors
Colorado
$594K +$258K +6,842 +77%
LNC
58
Lincoln National Corp
Pennsylvania
$562K -$66.1K -1,753 -11%
Citigroup
59
Citigroup
New York
$549K -$119K -3,153 -18%
TC
60
TownSquare Capital
Utah
$545K +$256K +6,512 +88%
IWC
61
Integrated Wealth Concepts
Massachusetts
$521K -$3.2K -85 -0.6%
MML Investors Services
62
MML Investors Services
Massachusetts
$517K -$192K -5,101 -27%
NA
63
NewEdge Advisors
Louisiana
$435K -$19.9K -528 -4%
RJT
64
Raymond James Trust
Florida
$397K
SMC
65
Smith, Moore & Co
Missouri
$352K -$15.7K -415 -4%
DIA
66
Dana Investment Advisors
Wisconsin
$351K +$351K +9,324 New
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$306K
PFS
68
Prospera Financial Services
Texas
$298K +$62.1K +1,650 +26%
FHC
69
First Heartland Consultants
Missouri
$291K -$13.1K -347 -4%
LWA
70
Lenox Wealth Advisors
New York
$278K +$278K +7,385 New
SPIA
71
Steward Partners Investment Advisory
New York
$275K +$107K +2,847 +64%
IA
72
IFG Advisory
Georgia
$267K +$267K +7,093 New
CFGS
73
Concourse Financial Group Securities
Alabama
$238K -$76.7K -2,038 -24%
GM
74
GeoWealth Management
Illinois
$234K +$234K +6,204 New
AIM
75
Anchor Investment Management
South Carolina
$223K