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Invesco S&P Ultra Dividend Revenue ETF

104 hedge funds and large institutions have $263M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
40
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACM
76
Anfield Capital Management
California
$100K 2,434 +2,434 New
AWA
77
Arkadios Wealth Advisors
Georgia
$90K 2,200 +2,200 New
AIM
78
Anchor Investment Management
South Carolina
$69K 1,674
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$52K 1,250
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$45K 1,100
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$35K 848 -4,125 -83%
NFSG
82
Newbridge Financial Services Group
Florida
$35K 850
HGWM
83
Harvest Group Wealth Management
Massachusetts
$34K 828 +828 New
CIAS
84
Capital Investment Advisory Services
North Carolina
$32K 765 -91 -11%
SL
85
Savior LLC
Massachusetts
$32K 768
GWSG
86
GPS Wealth Strategies Group
Colorado
$32K 778 +6 +0.8%
TFS
87
TrustCore Financial Services
Tennessee
$31K 750 +750 New
SWA
88
SOA Wealth Advisors
New York
$30K 740 +7 +1%
IA
89
IFP Advisors
Florida
$23K 575
US Bancorp
90
US Bancorp
Minnesota
$21K 504 +54 +12%
RIM
91
Rockbridge Investment Management
New York
$20K 496
Barclays
92
Barclays
United Kingdom
$19K 454 +454 New
CAL
93
Capital Analysts LLC
Pennsylvania
$17K 404
AAP
94
Arax Advisory Partners
Colorado
$13K 322 +322 New
BWL
95
Bogart Wealth LLC
Virginia
$12K 287 -181 -39%
CFA
96
Carroll Financial Associates
North Carolina
$12K 306
WQ
97
Wealth Quarterback
New Jersey
$10K 221 +221 New
Bessemer Group
98
Bessemer Group
New Jersey
$8K 199 +199 New
EIP
99
Ellis Investment Partners
Pennsylvania
$8K 201 +201 New
CAAS
100
Capital Asset Advisory Services
Michigan
$6K 147