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Invesco S&P Ultra Dividend Revenue ETF

120 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 12 funds opening new positions, 39 increasing their positions, 45 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:

0.25% less ownership

Funds ownership: 37.72%37.47% (-0.25%)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Holders
120
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
Baird Financial Group
76
Baird Financial Group
Wisconsin
$269K
GWM
77
Geneos Wealth Management
Colorado
$267K
CA
78
Carson Advisory
Georgia
$266K
MCCP
79
Mission Creek Capital Partners
California
$265K
SCA
80
Snowden Capital Advisors
New York
$251K
MFG
81
Merit Financial Group
Georgia
$242K
PMG
82
ProVise Management Group
Florida
$239K
Creative Planning
83
Creative Planning
Kansas
$239K
MHFA
84
Mission Hills Financial Advisory
California
$218K
HH
85
Hilltop Holdings
Texas
$216K
BAG
86
Bridgewealth Advisory Group
California
$209K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$183K
RA
88
Rise Advisors
New York
$148K
PTC
89
Private Trust Company
Ohio
$134K
CBT
90
Crews Bank & Trust
Florida
$117K
NFSG
91
Newbridge Financial Services Group
Florida
$115K
AF
92
Alerus Financial
North Dakota
$113K
ASN
93
Advisory Services Network
Georgia
$95K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$86K
CIA
95
Cape Investment Advisory
Georgia
$85.2K
EWA
96
EverSource Wealth Advisors
Alabama
$67.2K
FCT
97
First Community Trust
Iowa
$57.3K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$57.1K
TFGT
99
TS Financial Group (TSFG)
Illinois
$55K
CTA
100
Colonial Trust Advisors
South Carolina
$44.3K