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Invesco S&P Ultra Dividend Revenue ETF

114 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
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

Top Buyers

1 +$10.4M
2 +$3.13M
3 +$1.12M
4
Ameriprise
Ameriprise
Minnesota
+$1.07M
5
SW
Simplicity Wealth
New Jersey
+$959K

Top Sellers

1 -$3.46M
2 -$2.47M
3 -$1.33M
4
AWS
Atria Wealth Solutions
New York
-$1.33M
5
HighTower Advisors
HighTower Advisors
Illinois
-$975K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$238K
SCA
77
Snowden Capital Advisors
New York
$230K
PMG
78
ProVise Management Group
Florida
$229K
TRCT
79
Tower Research Capital (TRC)
New York
$160K
RA
80
Rise Advisors
New York
$149K
PTC
81
Private Trust Company
Ohio
$123K
CIA
82
Cape Investment Advisory
Georgia
$109K
CBT
83
Crews Bank & Trust
Florida
$108K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$103K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$101K
NFSG
86
Newbridge Financial Services Group
Florida
$98.1K
CIAS
87
Capital Investment Advisory Services
North Carolina
$97.2K
EWA
88
EverSource Wealth Advisors
Alabama
$61.7K
FCT
89
First Community Trust
Iowa
$52.6K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$52.4K
TFGT
91
TS Financial Group (TSFG)
Illinois
$50K
Citigroup
92
Citigroup
New York
$47.9K
CTA
93
Colonial Trust Advisors
South Carolina
$40.7K
TSMHT
94
Thurston Springer Miller Herd & Titak
Indiana
$34.7K
SMA
95
Sage Mountain Advisors
Georgia
$27.4K
AIM
96
Anchor Investment Management
South Carolina
$27.3K
NSIM
97
North Star Investment Management
Illinois
$23.9K
CAL
98
Capital Analysts LLC
Pennsylvania
$19K
AAP
99
Arax Advisory Partners
Colorado
$18K
SWA
100
SOA Wealth Advisors
New York
$16.9K