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Invesco S&P Ultra Dividend Revenue ETF

117 hedge funds and large institutions have $854M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
48
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$21.8K
CAL
102
Capital Analysts LLC
Pennsylvania
$18K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$16.5K +$131 +3 +0.8%
AAP
104
Arax Advisory Partners
Colorado
$14.8K +$174 +4 +1%
FWA
105
Freedom Wealth Alliance
Wisconsin
$14.6K +$14.6K +335 New
CT
106
Colonial Trust
South Carolina
$13.1K +$13.1K +300 New
GRP
107
Global Retirement Partners
California
$13.1K
BWL
108
Bogart Wealth LLC
Virginia
$12.5K
TRCT
109
Tower Research Capital (TRC)
New York
$7K -$827K -19,608 -99%
PAG
110
Private Advisor Group
New Jersey
$6.57K -$119 -2,721 -2%
VNA
111
Valley National Advisers
Pennsylvania
$6K
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$3.18K -$57K -1,309 -95%
BCMLT
113
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$559
SL
115
Savior LLC
Massachusetts
$349
HGWM
116
Harvest Group Wealth Management
Massachusetts
$261
FTUS
117
Flow Traders U.S.
New York
-$1.1M -29,267 Closed
Goldman Sachs
118
Goldman Sachs
New York
-$674K -17,890 Closed
HI
119
Hudock Inc
Pennsylvania
-$123K -3,263 Closed
HGERS
120
Householder Group Estate & Retirement Specialist
Arizona
-$72K -1,935 Closed
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
-$47K -1,254 Closed
GWSG
122
GPS Wealth Strategies Group
Colorado
-$26K -691 Closed
Jones Financial Companies
123
Jones Financial Companies
Missouri
-$11K -302 Closed