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Invesco S&P Ultra Dividend Revenue ETF

113 hedge funds and large institutions have $293M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
44
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
76
ProVise Management Group
Florida
$242K -$11K -226 -4%
CL
77
Choreo LLC
Illinois
$224K +$224K +4,596 New
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$219K
RA
79
Rise Advisors
New York
$151K +$15.2K +312 +11%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$135K +$37.8K +774 +39%
CIA
81
Cape Investment Advisory
Georgia
$124K
SPIA
82
Steward Partners Investment Advisory
New York
$121K
PTC
83
Private Trust Company
Ohio
$120K
CBT
84
Crews Bank & Trust
Florida
$110K
NFSG
85
Newbridge Financial Services Group
Florida
$100K
CIAS
86
Capital Investment Advisory Services
North Carolina
$99.2K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$81K +$4.06K +83 +5%
EWA
88
EverSource Wealth Advisors
Alabama
$63K
FCT
89
First Community Trust
Iowa
$53.7K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$53.5K
TFGT
91
TS Financial Group (TSFG)
Illinois
$52K
OP
92
ORG Partners
Indiana
$49.8K
Citigroup
93
Citigroup
New York
$48.8K
CTA
94
Colonial Trust Advisors
South Carolina
$41.5K
WA
95
Whipplewood Advisors
Colorado
$40.6K +$37.8K +11,396 +1,371%
TSMHT
96
Thurston Springer Miller Herd & Titak
Indiana
$35.4K
SMA
97
Sage Mountain Advisors
Georgia
$28K
AIM
98
Anchor Investment Management
South Carolina
$27.8K
NSIM
99
North Star Investment Management
Illinois
$24.4K
CAL
100
Capital Analysts LLC
Pennsylvania
$20K