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Invesco S&P Ultra Dividend Revenue ETF

110 hedge funds and large institutions have $230M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
101
Global Retirement Partners
California
$10.9K +$108 +3 +1%
BWL
102
Bogart Wealth LLC
Virginia
$10.7K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$7K +$72 +2 +1%
TAM
104
Townsend Asset Management
North Carolina
$6.58K +$5.28K +142 +406%
BCMLT
105
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K
HI
106
Hoey Investments
Pennsylvania
$1.14K +$1.14K +31 New
S
107
SignatureFD
Georgia
$372 +$372 +10 New
SL
108
Savior LLC
Massachusetts
$298
AssetMark Inc
109
AssetMark Inc
California
$223 +$223 +6 New
FAM
110
Flaharty Asset Management
Florida
$74 +$74 +2 New
NWM
111
NEIRG Wealth Management
Massachusetts
-$11.6M -296,504 Closed
PIN
112
Prudent Investors Network
California
-$7.32M -187,071 Closed
FTUS
113
Flow Traders U.S.
New York
-$939K -23,989 Closed
Jane Street
114
Jane Street
New York
-$480K -12,265 Closed
CL
115
Choreo LLC
Illinois
-$250K -6,398 Closed
MA
116
MONECO Advisors
Connecticut
-$237K -6,059 Closed
AWA
117
Arete Wealth Advisors
Illinois
-$233K -5,962 Closed
CAG
118
Csenge Advisory Group
Florida
-$227K -5,812 Closed
SIA
119
SkyView Investment Advisors
New Jersey
-$221K -5,635 Closed
EFS
120
Essex Financial Services
Connecticut
-$208K -5,305 Closed
SCA
121
Snowden Capital Advisors
New York
-$204K -5,213 Closed