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Invesco S&P Ultra Dividend Revenue ETF

110 hedge funds and large institutions have $230M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFSG
76
Newbridge Financial Services Group
Florida
$95.6K -$1.41K -38 -1%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$81.6K +$81.6K +2,194 New
SPIA
78
Steward Partners Investment Advisory
New York
$81.2K
GWSG
79
GPS Wealth Strategies Group
Colorado
$72.9K -$5.47K -147 -7%
CIA
80
Cape Investment Advisory
Georgia
$70.1K
EWA
81
EverSource Wealth Advisors
Alabama
$44.3K -$9.11K -245 -17%
FCT
82
First Community Trust
Iowa
$40.9K
TFGT
83
TS Financial Group (TSFG)
Illinois
$39K -$73K -1,976 -65%
Citigroup
84
Citigroup
New York
$37.2K
Creative Planning
85
Creative Planning
Kansas
$36.3K +$36.3K +975 New
HI
86
Harbour Investments
Wisconsin
$35.9K +$112 +3 +0.3%
CTA
87
Colonial Trust Advisors
South Carolina
$31.6K
CIAS
88
Capital Investment Advisory Services
North Carolina
$28.5K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$25.3K -$2.46K -66 -9%
AIM
90
Anchor Investment Management
South Carolina
$21.2K
RPCA
91
Running Point Capital Advisors
California
$21.1K
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$18.9K +$18.9K +508 New
NSIM
93
North Star Investment Management
Illinois
$18.6K
SWA
94
SOA Wealth Advisors
New York
$18.5K +$223 +6 +1%
SMA
95
Sage Mountain Advisors
Georgia
$17.6K +$17.6K +473 New
CAL
96
Capital Analysts LLC
Pennsylvania
$15K
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$14.5K +$149 +4 +1%
AAP
98
Arax Advisory Partners
Colorado
$13K +$149 +4 +1%
US Bancorp
99
US Bancorp
Minnesota
$12.4K -$208K -5,580 -94%
CT
100
Colonial Trust
South Carolina
$11.6K