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Invesco S&P Ultra Dividend Revenue ETF

114 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
47
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HA
51
Herold Advisors
New York
$605K +$15.3K +319 +3%
KAS
52
Kestra Advisory Services
Texas
$536K -$24.6K -514 -4%
IA
53
IFG Advisory
Georgia
$494K -$1.96K -41 -0.4%
PFG
54
Prosperity Financial Group
California
$459K +$129K +2,700 +39%
QCM
55
QRG Capital Management
Illinois
$453K +$453K +9,458 New
IAIM
56
International Assets Investment Management
Florida
$449K +$7.03K +147 +2%
MA
57
Mutual Advisors
Nebraska
$416K +$416K +8,370 New
FHA
58
Flagship Harbor Advisors
Massachusetts
$402K -$191 -4 -0%
Comerica Bank
59
Comerica Bank
Texas
$375K +$957 +20 +0.3%
MCC
60
Money Concepts Capital
Florida
$367K +$36.6K +764 +11%
ALA
61
Atlas Legacy Advisors
California
$354K -$1.77K -37 -0.5%
PIA
62
Perennial Investment Advisors
California
$339K +$11.1K +231 +3%
GS
63
GTS Securities
New York
$337K +$52.5K +1,098 +18%
APW
64
Aurora Private Wealth
New Jersey
$335K +$3.31K +69 +1%
SPIA
65
Steward Partners Investment Advisory
New York
$329K +$211K +4,403 +177%
KPWS
66
Kestra Private Wealth Services
Texas
$323K +$323K +6,745 New
IA
67
IFP Advisors
Florida
$319K +$316K +6,614 +12,969%
SF
68
Summit Financial
New Jersey
$315K +$25.7K +538 +9%
TLA
69
Tanglewood Legacy Advisors
Texas
$306K -$2.06K -43 -0.7%
MCCP
70
Mission Creek Capital Partners
California
$256K
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$252K -$106K -2,216 -30%
EF
72
Elite Financial
Idaho
$250K +$1.94K +40 +0.8%
PFS
73
Prospera Financial Services
Texas
$249K +$249K +5,197 New
GWM
74
Geneos Wealth Management
Colorado
$247K -$277K -5,782 -53%
CA
75
Carson Advisory
Georgia
$244K