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Invesco S&P Ultra Dividend Revenue ETF

85 hedge funds and large institutions have $195M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
15
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RG
51
Retirement Group
California
$298K -$82.3K -2,441 -22%
HWA
52
Heartwood Wealth Advisors
Virginia
$296K +$296K +8,757 New
Citigroup
53
Citigroup
New York
$260K -$56.5K -1,669 -18%
IWC
54
Integrated Wealth Concepts
Massachusetts
$216K -$126K -3,728 -37%
CFGS
55
Concourse Financial Group Securities
Alabama
$205K -$9.01K -267 -4%
CA
56
Cetera Advisors
Colorado
$203K +$203K +6,003 New
IWS
57
Insight Wealth Strategies
California
$200K +$200K +5,926 New
FCA
58
FinTrust Capital Advisors
South Carolina
$160K -$5.72K -169 -3%
SPIA
59
Steward Partners Investment Advisory
New York
$152K
HI
60
Hudock Inc
Pennsylvania
$125K -$57.2K -1,701 -31%
NFG
61
Next Financial Group
Texas
$120K
GWM
62
Geneos Wealth Management
Colorado
$118K -$10.2K -253 -8%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$95K +$2.36K +70 +3%
AIM
64
Anchor Investment Management
South Carolina
$65K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$52K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$50K +$50K +1,421 New
SL
67
Savior LLC
Massachusetts
$44K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$37K +$37K +1,100 New
TFGT
69
TS Financial Group (TSFG)
Illinois
$36K
HGWM
70
Harvest Group Wealth Management
Massachusetts
$33K -$34 -1 -0.1%
NFSG
71
Newbridge Financial Services Group
Florida
$29K
VFA
72
Valeo Financial Advisors
Indiana
$29K +$29K +861 +86,100%
SWA
73
SOA Wealth Advisors
New York
$26K +$26K +733 New
IPW
74
IronBridge Private Wealth
Texas
$26K +$26K +773 New
CAL
75
Capital Analysts LLC
Pennsylvania
$21K