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Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $405M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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 +$38.7M
2 +$6.66M
3 +$4.69M
4
LPL Financial
LPL Financial
California
+$3.66M
5
GS
GTS Securities
New York
+$1.86M

Top Sellers

1 -$6.68M
2 -$1.41M
3 -$947K
4
Goldman Sachs
Goldman Sachs
New York
-$794K
5
AWM
AE Wealth Management
Kansas
-$754K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$287K
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$285K
CA
78
Carson Advisory
Georgia
$284K
MCCP
79
Mission Creek Capital Partners
California
$283K
Creative Planning
80
Creative Planning
Kansas
$276K
SCA
81
Snowden Capital Advisors
New York
$270K
CL
82
Choreo LLC
Illinois
$257K
APW
83
Aurora Private Wealth
New Jersey
$256K
PMG
84
ProVise Management Group
Florida
$252K
MHFA
85
Mission Hills Financial Advisory
California
$233K
BAG
86
Bridgewealth Advisory Group
California
$223K
IAA
87
Independent Advisor Alliance
North Carolina
$218K
HI
88
Harbour Investments
Wisconsin
$208K
EFS
89
Essex Financial Services
Connecticut
$207K
MFIM
90
Mesirow Financial Investment Management
Illinois
$203K
ATPW
91
Ashton Thomas Private Wealth
Arizona
$198K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$197K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$135K
PTC
94
Private Trust Company
Ohio
$131K
CBT
95
Crews Bank & Trust
Florida
$125K
NFSG
96
Newbridge Financial Services Group
Florida
$123K
AF
97
Alerus Financial
North Dakota
$121K
ASN
98
Advisory Services Network
Georgia
$101K
WWM
99
Western Wealth Management
Colorado
$94.3K
FCT
100
First Community Trust
Iowa
$61.2K