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Invesco S&P Ultra Dividend Revenue ETF

112 hedge funds and large institutions have $324M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
33
Reduced
40
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CT
101
Colonial Trust
South Carolina
$13.2K 300
GRP
102
Global Retirement Partners
California
$12.9K 304 +1 +0.3%
BWL
103
Bogart Wealth LLC
Virginia
$12.6K 288
AFS
104
Annapolis Financial Services
Maryland
$8.74K 200 +200 New
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$8K 185 -323 -64%
TAM
106
Townsend Asset Management
North Carolina
$7.74K 177
RPCA
107
Running Point Capital Advisors
California
$6.16K 141 -426 -75%
WIA
108
Wetzel Investment Advisors
Indiana
$6K 146 +146 New
PS
109
Principal Securities
Iowa
$2.19K 50 +50 New
ASN
110
Advisory Services Network
Georgia
$2.19K 50 +50 New
BCMLT
111
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.58K 42
HI
112
Hoey Investments
Pennsylvania
$1.35K 31
CW
113
Connectus Wealth
Ohio
-265,419 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
-18,617 Closed
PFS
115
Prospera Financial Services
Texas
-8,827 Closed
IWC
116
Integrated Wealth Concepts
Massachusetts
-8,128 Closed
CRWM
117
Castle Rock Wealth Management
California
-7,282 Closed
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
-194 Closed
S
119
SignatureFD
Georgia
-10 Closed
SL
120
Savior LLC
Massachusetts
-8 Closed
AssetMark Inc
121
AssetMark Inc
California
-6 Closed
FAM
122
Flaharty Asset Management
Florida
-2 Closed
CFGS
123
Concourse Financial Group Securities
Alabama