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Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $406M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

21% more capital invested

Capital invested by funds: $336M → $406M (+$69.8M)

3.51% more ownership

Funds ownership: 39.17%42.68% (+3.5%)

1% more funds holding

Funds holding: 125126 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
45
Reduced
32
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
$59K
Citigroup
102
Citigroup
New York
$55.7K
EWA
103
EverSource Wealth Advisors
Alabama
$49.5K -$12.4K -225 -20%
CTA
104
Colonial Trust Advisors
South Carolina
$47.3K
CIAS
105
Capital Investment Advisory Services
North Carolina
$42.6K
APW
106
Aventura Private Wealth
Florida
$32.1K
SMA
107
Sage Mountain Advisors
Georgia
$31.9K
AIM
108
Anchor Investment Management
South Carolina
$31.7K
NSIM
109
North Star Investment Management
Illinois
$27.8K
CAL
110
Capital Analysts LLC
Pennsylvania
$22K
AAP
111
Arax Advisory Partners
Colorado
$21.4K
SWA
112
SOA Wealth Advisors
New York
$20.2K +$220 +4 +1%
CT
113
Colonial Trust
South Carolina
$16.6K
BWL
114
Bogart Wealth LLC
Virginia
$16K
TCM
115
Triumph Capital Management
Colorado
$13.1K -$441 -8 -3%
RF
116
Rossby Financial
Florida
$12.4K
KFI
117
Key Financial Inc
Pennsylvania
$11.5K +$11.4K +207 New
HHCP
118
Hilton Head Capital Partners
South Carolina
$9.81K +$55 +1 +0.6%
SIS
119
Sound Income Strategies
Florida
$9.67K
SIM
120
Synergy Investment Management
Florida
$8.35K +$8.27K +150 New
FFA
121
Farther Finance Advisors
California
$7.5K +$55 +1 +0.7%
FLP
122
Financial Life Planners
Arizona
$6.89K +$6.83K +124 New
SWM
123
Spire Wealth Management
Virginia
$5.62K +$5.57K +101 New
MCM
124
MAI Capital Management
Ohio
$1K -$9.04K -164 -90%
VAI
125
Vanguard Advisers Inc
Pennsylvania
$172 +$165 +3 New