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Invesco S&P Ultra Dividend Revenue ETF

77 hedge funds and large institutions have $200M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-18
Holders Change %
-18.95%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
$177K -$10.5K -383 -6%
AIM
52
Anchor Investment Management
South Carolina
$163K -$1.9K -69 -1%
HI
53
Hudock Inc
Pennsylvania
$161K +$4.56K +166 +3%
FCA
54
FinTrust Capital Advisors
South Carolina
$148K -$28.7K -1,044 -16%
Deutsche Bank
55
Deutsche Bank
Germany
$146K +$146K +5,307 New
SPIA
56
Steward Partners Investment Advisory
New York
$125K -$76.9K -2,801 -38%
IA
57
IFP Advisors
Florida
$120K
SL
58
Savior LLC
Massachusetts
$83K
GWM
59
Geneos Wealth Management
Colorado
$76K -$44.9K -1,713 -37%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$52K
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$45K +$45K +1,670 New
HGWM
62
Harvest Group Wealth Management
Massachusetts
$30K -$111K -4,069 -79%
TFGT
63
TS Financial Group (TSFG)
Illinois
$29K
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$28K +$191 +7 +0.7%
CAL
65
Capital Analysts LLC
Pennsylvania
$17K +$27 +1 +0.2%
US Bancorp
66
US Bancorp
Minnesota
$15K -$1.91K -69 -11%
TF
67
Tompkins Financial
New York
$15K
SFS
68
Sowell Financial Services
Arkansas
$12K +$143 +5 +1%
BWL
69
Bogart Wealth LLC
Virginia
$9K -$15.1K -534 -63%
HIA
70
Harbor Investment Advisory
Maryland
$8K
AAP
71
Arax Advisory Partners
Colorado
$8K +$53 +2 +0.7%
CFA
72
Carroll Financial Associates
North Carolina
$8K +$8K +306 New
VNA
73
Valley National Advisers
Pennsylvania
$4K
CIAS
74
Capital Investment Advisory Services
North Carolina
$3K -$24.8K -974 -89%
GRP
75
Global Retirement Partners
California
$3K