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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

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $316M → $336M (+$20M)

4% more funds holding

Funds holding: 120125 (+5)

1.69% more ownership

Funds ownership: 37.48%39.17% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
31
Closed
11
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 +$54.8K +1,048 New
Citigroup
103
Citigroup
New York
$52K -$525K -10,031 -91%
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 +$20.1K +384 New
SWA
112
SOA Wealth Advisors
New York
$18.7K +$209 +4 +1%
CT
113
Colonial Trust
South Carolina
$15.7K
BWL
114
Bogart Wealth LLC
Virginia
$14.9K -$52 -1 -0.3%
GRP
115
Global Retirement Partners
California
$13.5K +$8.32K +159 +159%
HI
116
Harbour Investments
Wisconsin
$12.7K
TCM
117
Triumph Capital Management
Colorado
$12.6K +$12.7K +243 New
RF
118
Rossby Financial
Florida
$11.7K
MCM
119
MAI Capital Management
Ohio
$9.47K +$9.52K +182 New
SIS
120
Sound Income Strategies
Florida
$9.38K +$9.16K +175 New
HHCP
121
Hilton Head Capital Partners
South Carolina
$9.12K +$9.16K +175 New
RPCA
122
Running Point Capital Advisors
California
$7.64K +$105 +2 +1%
FFA
123
Farther Finance Advisors
California
$7.03K
FCAS
124
First Command Advisory Services
Texas
$3.12K +$3.14K +60 New
Citadel Advisors
125
Citadel Advisors
Florida
-$788K -15,126 Closed