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Invesco S&P Ultra Dividend Revenue ETF

116 hedge funds and large institutions have $313M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.62% less ownership

Funds ownership: 37.68%37.05% (-0.62%)

10% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 42

Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCCP
76
Mission Creek Capital Partners
California
$265K
SCA
77
Snowden Capital Advisors
New York
$251K
MFG
78
Merit Financial Group
Georgia
$242K
PMG
79
ProVise Management Group
Florida
$239K
Creative Planning
80
Creative Planning
Kansas
$239K
MHFA
81
Mission Hills Financial Advisory
California
$218K
HH
82
Hilltop Holdings
Texas
$216K
BAG
83
Bridgewealth Advisory Group
California
$209K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$183K
RA
85
Rise Advisors
New York
$148K
PTC
86
Private Trust Company
Ohio
$134K
CBT
87
Crews Bank & Trust
Florida
$117K
NFSG
88
Newbridge Financial Services Group
Florida
$115K
AF
89
Alerus Financial
North Dakota
$113K
ASN
90
Advisory Services Network
Georgia
$95K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$86K
EWA
92
EverSource Wealth Advisors
Alabama
$67.2K
FCT
93
First Community Trust
Iowa
$57.3K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$57.1K
TFGT
95
TS Financial Group (TSFG)
Illinois
$55K
CTA
96
Colonial Trust Advisors
South Carolina
$44.3K
CIAS
97
Capital Investment Advisory Services
North Carolina
$39.9K
SMA
98
Sage Mountain Advisors
Georgia
$29.9K
AIM
99
Anchor Investment Management
South Carolina
$29.7K
NSIM
100
North Star Investment Management
Illinois
$26.1K