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Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $406M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

21% more capital invested

Capital invested by funds: $336M → $406M (+$69.8M)

3.51% more ownership

Funds ownership: 39.17%42.68% (+3.5%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBU
51
CIBC Bancorp USA
Illinois
$753K +$746K +13,534 New
AL
52
Aspiriant LLC
California
$748K
SI
53
Stephens Inc
Arkansas
$724K -$110K -2,000 -13%
SPIA
54
Steward Partners Investment Advisory
New York
$697K +$97.8K +1,774 +16%
HA
55
Herold Advisors
New York
$651K -$15.6K -283 -2%
PFG
56
Prosperity Financial Group
California
$642K -$21.9K -397 -3%
KAS
57
Kestra Advisory Services
Texas
$635K +$35.8K +649 +6%
SA
58
Sanctuary Advisors
Indiana
$596K +$61.2K +1,110 +12%
SW
59
Simplicity Wealth
New Jersey
$558K
FHA
60
Flagship Harbor Advisors
Massachusetts
$471K -$7.28K -132 -2%
PFS
61
Prospera Financial Services
Texas
$467K -$82.8K -1,502 -15%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$467K +$463K +8,396 New
IAIM
63
International Assets Investment Management
Florida
$459K -$5.18K -94 -1%
EFA
64
Englebert Financial Advisers
Pennsylvania
$441K -$42.7K -774 -9%
SF
65
Summit Financial
New Jersey
$403K +$9.76K +177 +3%
ALA
66
Atlas Legacy Advisors
California
$398K -$1.98K -36 -0.5%
IA
67
IFP Advisors
Florida
$390K +$110 +2 +0%
MA
68
Mutual Advisors
Nebraska
$383K -$59.6K -1,082 -14%
PIA
69
Perennial Investment Advisors
California
$383K -$1.21K -22 -0.3%
MCC
70
Money Concepts Capital
Florida
$367K -$7.44K -135 -2%
KPWS
71
Kestra Private Wealth Services
Texas
$357K +$606 +11 +0.2%
TLA
72
Tanglewood Legacy Advisors
Texas
$356K
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$315K +$31.3K +568 +11%
GWM
74
Geneos Wealth Management
Colorado
$314K +$55.9K +1,014 +22%
EF
75
Elite Financial
Idaho
$294K +$2.31K +42 +0.8%