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Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $406M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

21% more capital invested

Capital invested by funds: $336M → $406M (+$69.8M)

3.51% more ownership

Funds ownership: 39.17%42.68% (+3.5%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$290K +$287K +5,205 New
Baird Financial Group
77
Baird Financial Group
Wisconsin
$287K
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$285K +$13.1K +237 +5%
CA
79
Carson Advisory
Georgia
$284K
MCCP
80
Mission Creek Capital Partners
California
$283K
Creative Planning
81
Creative Planning
Kansas
$276K +$20.9K +379 +8%
SCA
82
Snowden Capital Advisors
New York
$270K +$717 +13 +0.3%
CL
83
Choreo LLC
Illinois
$257K +$254K +4,612 New
APW
84
Aurora Private Wealth
New Jersey
$256K
PMG
85
ProVise Management Group
Florida
$252K
MHFA
86
Mission Hills Financial Advisory
California
$233K
BAG
87
Bridgewealth Advisory Group
California
$223K
IAA
88
Independent Advisor Alliance
North Carolina
$218K +$216K +3,925 New
HI
89
Harbour Investments
Wisconsin
$208K +$192K +3,484 +1,422%
EFS
90
Essex Financial Services
Connecticut
$207K +$205K +3,720 New
MFIM
91
Mesirow Financial Investment Management
Illinois
$203K +$201K +3,648 New
ATPW
92
Ashton Thomas Private Wealth
Arizona
$198K +$197K +3,566 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$197K -$5.02K -91 -3%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$135K +$42.2K +765 +46%
PTC
95
Private Trust Company
Ohio
$131K
CBT
96
Crews Bank & Trust
Florida
$125K
NFSG
97
Newbridge Financial Services Group
Florida
$123K +$110 +2 +0.1%
AF
98
Alerus Financial
North Dakota
$121K
ASN
99
Advisory Services Network
Georgia
$101K +$100K +1,823 New
FCT
100
First Community Trust
Iowa
$61.2K