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Invesco S&P Ultra Dividend Revenue ETF

117 hedge funds and large institutions have $854M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
48
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$524K +$10.3K +236 +2%
CA
52
Cetera Advisors
Colorado
$509K -$36.8K -845 -7%
MIH
53
Meitav Investment House
Israel
$494K +$494K +11,270 New
RG
54
Retirement Group
California
$434K +$426K +9,765 +5,139%
CAN
55
Cetera Advisor Networks
California
$432K -$58.8K -1,349 -12%
US Bancorp
56
US Bancorp
Minnesota
$405K +$15.6K +357 +4%
ICM
57
Intrepid Capital Management
Florida
$390K -$64.2K -1,472 -14%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$360K -$1.09M -24,984 -75%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$359K +$436 +10 +0.1%
MA
60
MONECO Advisors
Connecticut
$320K +$131 +3 +0%
FHA
61
Flagship Harbor Advisors
Massachusetts
$299K +$44 +1 +0%
WCM
62
WealthBridge Capital Management
Ohio
$295K +$295K +6,766 New
GWM
63
Geneos Wealth Management
Colorado
$288K +$104K +2,392 +57%
APW
64
Aurora Private Wealth
New Jersey
$279K +$35.7K +821 +15%
MCCP
65
Mission Creek Capital Partners
California
$276K +$436 +10 +0.2%
PMG
66
ProVise Management Group
Florida
$272K +$272K +6,253 New
AA
67
Advisory Alpha
Michigan
$262K +$262K +6,006 New
CAG
68
Csenge Advisory Group
Florida
$250K +$1.31K +30 +0.5%
SIA
69
SkyView Investment Advisors
New Jersey
$246K +$246K +5,635 New
FCAG
70
First Capital Advisors Group
New Jersey
$246K +$246K +5,635 New
FEM
71
Fulcrum Equity Management
Texas
$242K +$242K +5,555 New
GIA
72
Gladstone Institutional Advisory
Florida
$236K -$61.5K -1,412 -21%
RJT
73
Raymond James Trust
Florida
$233K
EFS
74
Essex Financial Services
Connecticut
$231K
FCA
75
FinTrust Capital Advisors
South Carolina
$223K +$741 +17 +0.3%