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Invesco S&P Ultra Dividend Revenue ETF

125 hedge funds and large institutions have $336M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $316M → $336M (+$20M)

4% more funds holding

Funds holding: 120125 (+5)

1.69% more ownership

Funds ownership: 37.48%39.17% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
51
Savvy Advisors Inc
New York
$708K +$34.9K +667 +5%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$704K
AL
53
Aspiriant LLC
California
$699K
HA
54
Herold Advisors
New York
$623K -$19.9K -381 -3%
PFG
55
Prosperity Financial Group
California
$621K +$126K +2,406 +25%
KAS
56
Kestra Advisory Services
Texas
$560K +$18.2K +348 +3%
SPIA
57
Steward Partners Investment Advisory
New York
$560K +$45.6K +871 +9%
SW
58
Simplicity Wealth
New Jersey
$522K
PFS
59
Prospera Financial Services
Texas
$515K +$144K +2,743 +38%
IA
60
IFG Advisory
Georgia
$505K +$1.99K +38 +0.4%
SA
61
Sanctuary Advisors
Indiana
$500K +$27.5K +525 +6%
EFA
62
Englebert Financial Advisers
Pennsylvania
$453K +$455K +8,703 New
FHA
63
Flagship Harbor Advisors
Massachusetts
$447K +$890 +17 +0.2%
IAIM
64
International Assets Investment Management
Florida
$437K -$50.8K -971 -10%
Comerica Bank
65
Comerica Bank
Texas
$426K +$2.62K +50 +0.6%
MA
66
Mutual Advisors
Nebraska
$415K
ALA
67
Atlas Legacy Advisors
California
$374K -$890 -17 -0.2%
AWM
68
Axxcess Wealth Management
California
$374K +$376K +7,191 New
SF
69
Summit Financial
New Jersey
$367K
IA
70
IFP Advisors
Florida
$365K +$52 +1 +0%
PIA
71
Perennial Investment Advisors
California
$359K +$5.44K +104 +2%
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$354K -$36K -687 -9%
MCC
73
Money Concepts Capital
Florida
$350K -$40.5K -773 -10%
KPWS
74
Kestra Private Wealth Services
Texas
$333K -$8.37K -160 -2%
TLA
75
Tanglewood Legacy Advisors
Texas
$333K