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Invesco S&P Ultra Dividend Revenue ETF

91 hedge funds and large institutions have $225M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IF
51
Intrua Financial
Texas
$297K -$99.7K -2,431 -25%
MCCP
52
Mission Creek Capital Partners
California
$275K -$115K -2,878 -29%
KAS
53
Kestra Advisory Services
Texas
$264K -$227K -5,688 -46%
IWC
54
Integrated Wealth Concepts
Massachusetts
$261K +$6.82K +171 +3%
APW
55
Aurora Private Wealth
New Jersey
$259K +$259K +6,520 New
CA
56
Cetera Advisors
Colorado
$237K -$1.43K -36 -0.6%
CFGS
57
Concourse Financial Group Securities
Alabama
$236K -$5.98K -150 -2%
RJT
58
Raymond James Trust
Florida
$213K +$213K +5,346 New
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$199K +$142K +3,552 +250%
FCA
60
FinTrust Capital Advisors
South Carolina
$193K +$5.01K +126 +3%
SPIA
61
Steward Partners Investment Advisory
New York
$191K +$11.9K +300 +7%
HI
62
Harbour Investments
Wisconsin
$174K +$174K +4,380 New
NFG
63
Next Financial Group
Texas
$141K
HI
64
Hudock Inc
Pennsylvania
$136K -$11.6K -292 -8%
GWM
65
Geneos Wealth Management
Colorado
$123K +$2.51K +61 +2%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$68K +$68K +1,700 New
AIM
67
Anchor Investment Management
South Carolina
$66.6K -$9.95K -250 -13%
AIC
68
Ameritas Investment Company
Nebraska
$55.7K +$55.7K +1,400 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$52K
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$44K
TFGT
71
TS Financial Group (TSFG)
Illinois
$42K
NFSG
72
Newbridge Financial Services Group
Florida
$34K
CIAS
73
Capital Investment Advisory Services
North Carolina
$34K +$34K +856 New
SL
74
Savior LLC
Massachusetts
$31K -$21.7K -538 -41%
GWSG
75
GPS Wealth Strategies Group
Colorado
$30K +$30K +772 New