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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
Holders
125
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
EF
76
Elite Financial
Idaho
$273K
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
APW
81
Aurora Private Wealth
New Jersey
$256K
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$255K
SCA
83
Snowden Capital Advisors
New York
$252K
GWM
84
Geneos Wealth Management
Colorado
$241K
Creative Planning
85
Creative Planning
Kansas
$238K
Mariner
86
Mariner
Kansas
$237K
PMG
87
ProVise Management Group
Florida
$236K
HH
88
Hilltop Holdings
Texas
$225K
MHFA
89
Mission Hills Financial Advisory
California
$218K
BAG
90
Bridgewealth Advisory Group
California
$209K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$189K
PTC
92
Private Trust Company
Ohio
$123K
CIA
93
Cape Investment Advisory
Georgia
$119K
CBT
94
Crews Bank & Trust
Florida
$117K
NFSG
95
Newbridge Financial Services Group
Florida
$115K
AF
96
Alerus Financial
North Dakota
$113K
TRCT
97
Tower Research Capital (TRC)
New York
$92.1K
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$86K
EWA
99
EverSource Wealth Advisors
Alabama
$58K
FCT
100
First Community Trust
Iowa
$57.2K