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Invesco S&P Ultra Dividend Revenue ETF

91 hedge funds and large institutions have $225M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
76
SOA Wealth Advisors
New York
$29K
IA
77
IFP Advisors
Florida
$23K
TF
78
Tompkins Financial
New York
$22K
RIM
79
Rockbridge Investment Management
New York
$20K
BWL
80
Bogart Wealth LLC
Virginia
$19K +$4.75K +117 +33%
US Bancorp
81
US Bancorp
Minnesota
$18K +$18K +450 New
CAL
82
Capital Analysts LLC
Pennsylvania
$16K -$8.71K -220 -35%
First Manhattan
83
First Manhattan
New York
$13K +$13K +347 New
CFA
84
Carroll Financial Associates
North Carolina
$12K
Jones Financial Companies
85
Jones Financial Companies
Missouri
$12K +$12K +300 New
IPW
86
IronBridge Private Wealth
Texas
$9K -$21.1K -542 -70%
VNA
87
Valley National Advisers
Pennsylvania
$6K
CAAS
88
Capital Asset Advisory Services
Michigan
$6K +$6K +147 New
TRCT
89
Tower Research Capital (TRC)
New York
$5K -$975K -24,771 -99%
SFS
90
Sowell Financial Services
Arkansas
$1K
FTUS
91
Flow Traders U.S.
New York
-$1.09M -32,160 Closed
B
92
Bellecapital
Switzerland
-$811K -24,000 Closed
Citadel Advisors
93
Citadel Advisors
Florida
-$629K -18,608 Closed
SS
94
Simplicity Solutions
Minnesota
-$542K -16,029 Closed
BRWM
95
B. Riley Wealth Management
Tennessee
-$423K -12,500 Closed
IWS
96
Insight Wealth Strategies
California
-$200K -5,926 Closed
HGWM
97
Harvest Group Wealth Management
Massachusetts
-$33K -985 Closed
ASN
98
Advisory Services Network
Georgia
-$3K -84 Closed