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Invesco S&P Ultra Dividend Revenue ETF

125 hedge funds and large institutions have $336M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $316M → $336M (+$20M)

4% more funds holding

Funds holding: 120125 (+5)

1.69% more ownership

Funds ownership: 37.48%39.17% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
76
Elite Financial
Idaho
$273K +$2.25K +43 +0.8%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$269K
CA
78
Carson Advisory
Georgia
$265K
MCCP
79
Mission Creek Capital Partners
California
$265K
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$265K +$266K +5,089 New
APW
81
Aurora Private Wealth
New Jersey
$256K +$258K +4,921 New
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$255K +$256K +4,891 New
SCA
83
Snowden Capital Advisors
New York
$252K +$576 +11 +0.2%
GWM
84
Geneos Wealth Management
Colorado
$241K -$25.8K -493 -10%
Creative Planning
85
Creative Planning
Kansas
$238K
Mariner
86
Mariner
Kansas
$237K +$238K +4,557 New
PMG
87
ProVise Management Group
Florida
$236K -$3.14K -60 -1%
HH
88
Hilltop Holdings
Texas
$225K +$9.42K +180 +4%
MHFA
89
Mission Hills Financial Advisory
California
$218K
BAG
90
Bridgewealth Advisory Group
California
$209K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$189K +$6.02K +115 +3%
PTC
92
Private Trust Company
Ohio
$123K -$11K -210 -8%
CIA
93
Cape Investment Advisory
Georgia
$119K +$34K +650 +40%
CBT
94
Crews Bank & Trust
Florida
$117K
NFSG
95
Newbridge Financial Services Group
Florida
$115K +$52 +1 +0%
AF
96
Alerus Financial
North Dakota
$113K
TRCT
97
Tower Research Capital (TRC)
New York
$92.1K +$90.3K +1,725 +3,833%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$86K +$157 +3 +0.2%
EWA
99
EverSource Wealth Advisors
Alabama
$58K -$9.16K -175 -14%
FCT
100
First Community Trust
Iowa
$57.2K