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Invesco S&P Ultra Dividend Revenue ETF

125 hedge funds and large institutions have $336M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
101
TS Financial Group (TSFG)
Illinois
$55K
AssetMark Inc
102
AssetMark Inc
California
$54.5K
Citigroup
103
Citigroup
New York
$52K
CTA
104
Colonial Trust Advisors
South Carolina
$44.2K
CIAS
105
Capital Investment Advisory Services
North Carolina
$39.8K
APW
106
Aventura Private Wealth
Florida
$30K
SMA
107
Sage Mountain Advisors
Georgia
$29.8K
AIM
108
Anchor Investment Management
South Carolina
$29.7K
NSIM
109
North Star Investment Management
Illinois
$26K
CAL
110
Capital Analysts LLC
Pennsylvania
$21K
AAP
111
Arax Advisory Partners
Colorado
$20K
SWA
112
SOA Wealth Advisors
New York
$18.7K
CT
113
Colonial Trust
South Carolina
$15.7K
BWL
114
Bogart Wealth LLC
Virginia
$14.9K
GRP
115
Global Retirement Partners
California
$13.5K
HI
116
Harbour Investments
Wisconsin
$12.7K
TCM
117
Triumph Capital Management
Colorado
$12.6K
RF
118
Rossby Financial
Florida
$11.7K
MCM
119
MAI Capital Management
Ohio
$9.47K
SIS
120
Sound Income Strategies
Florida
$9.38K
HHCP
121
Hilton Head Capital Partners
South Carolina
$9.12K
RPCA
122
Running Point Capital Advisors
California
$7.64K
FFA
123
Farther Finance Advisors
California
$7.03K
FCAS
124
First Command Advisory Services
Texas
$3.12K
Citadel Advisors
125
Citadel Advisors
Florida