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Invesco S&P Ultra Dividend Revenue ETF

112 hedge funds and large institutions have $290M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
27
Reduced
52
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$483K -$1.3M -33,192 -73%
Jane Street
52
Jane Street
New York
$480K -$1.74M -44,488 -78%
IA
53
IFG Advisory
Georgia
$474K -$67.4K -1,721 -12%
MIH
54
Meitav Investment House
Israel
$439K
CA
55
Cetera Advisors
Colorado
$432K -$38.2K -977 -8%
CAN
56
Cetera Advisor Networks
California
$395K -$28.5K -729 -7%
RG
57
Retirement Group
California
$381K -$8.81K -225 -2%
PFS
58
Prospera Financial Services
Texas
$362K -$337K -8,612 -48%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$324K +$2.11K +54 +0.7%
IWC
60
Integrated Wealth Concepts
Massachusetts
$318K
PMG
61
ProVise Management Group
Florida
$287K +$5.21K +133 +2%
CRWM
62
Castle Rock Wealth Management
California
$284K +$78.9K +2,014 +39%
FHA
63
Flagship Harbor Advisors
Massachusetts
$264K -$4.11K -105 -2%
APW
64
Aurora Private Wealth
New Jersey
$256K -$711K -18,179 -74%
WCM
65
WealthBridge Capital Management
Ohio
$254K -$37.6K -960 -13%
GWM
66
Geneos Wealth Management
Colorado
$252K -$900 -23 -0.4%
CL
67
Choreo LLC
Illinois
$250K -$2.43K -62 -1%
MA
68
MONECO Advisors
Connecticut
$237K +$78 +2 +0%
AWA
69
Arete Wealth Advisors
Illinois
$233K -$222K -5,668 -49%
US Bancorp
70
US Bancorp
Minnesota
$231K -$302K -7,725 -57%
CAG
71
Csenge Advisory Group
Florida
$227K +$1.21K +31 +0.5%
FCA
72
FinTrust Capital Advisors
South Carolina
$223K
FEM
73
Fulcrum Equity Management
Texas
$222K +$2.23K +57 +1%
SIA
74
SkyView Investment Advisors
New Jersey
$221K
FCAG
75
First Capital Advisors Group
New Jersey
$221K