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Invesco S&P Ultra Dividend Revenue ETF

118 hedge funds and large institutions have $316M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.26% less ownership

Funds ownership: 37.68%37.41% (-0.26%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
118
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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$267K
CA
77
Carson Advisory
Georgia
$266K
MCCP
78
Mission Creek Capital Partners
California
$265K
SCA
79
Snowden Capital Advisors
New York
$251K
MFG
80
Merit Financial Group
Georgia
$242K
PMG
81
ProVise Management Group
Florida
$239K
Creative Planning
82
Creative Planning
Kansas
$239K
MHFA
83
Mission Hills Financial Advisory
California
$218K
HH
84
Hilltop Holdings
Texas
$216K
BAG
85
Bridgewealth Advisory Group
California
$209K
Fidelity Investments
86
Fidelity Investments
Massachusetts
$183K
RA
87
Rise Advisors
New York
$148K
PTC
88
Private Trust Company
Ohio
$134K
CBT
89
Crews Bank & Trust
Florida
$117K
NFSG
90
Newbridge Financial Services Group
Florida
$115K
AF
91
Alerus Financial
North Dakota
$113K
ASN
92
Advisory Services Network
Georgia
$95K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$86K
EWA
94
EverSource Wealth Advisors
Alabama
$67.2K
FCT
95
First Community Trust
Iowa
$57.3K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$57.1K
TFGT
97
TS Financial Group (TSFG)
Illinois
$55K
CTA
98
Colonial Trust Advisors
South Carolina
$44.3K
CIAS
99
Capital Investment Advisory Services
North Carolina
$39.9K
SMA
100
Sage Mountain Advisors
Georgia
$29.9K