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Invesco S&P Ultra Dividend Revenue ETF

126 hedge funds and large institutions have $405M invested in Invesco S&P Ultra Dividend Revenue ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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

Top Buyers

1 +$38.7M
2 +$6.66M
3 +$4.69M
4
LPL Financial
LPL Financial
California
+$3.66M
5
GS
GTS Securities
New York
+$1.86M

Top Sellers

1 -$6.68M
2 -$1.41M
3 -$947K
4
Goldman Sachs
Goldman Sachs
New York
-$794K
5
AWM
AE Wealth Management
Kansas
-$754K
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
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
CT
113
Colonial Trust
South Carolina
$16.6K
BWL
114
Bogart Wealth LLC
Virginia
$16K
TCM
115
Triumph Capital Management
Colorado
$13.1K
RF
116
Rossby Financial
Florida
$12.4K
KFI
117
Key Financial Inc
Pennsylvania
$11.5K
HHCP
118
Hilton Head Capital Partners
South Carolina
$9.81K
SIS
119
Sound Income Strategies
Florida
$9.67K
SIM
120
Synergy Investment Management
Florida
$8.35K
FFA
121
Farther Finance Advisors
California
$7.5K
FLP
122
Financial Life Planners
Arizona
$6.89K
SWM
123
Spire Wealth Management
Virginia
$5.62K
MCM
124
MAI Capital Management
Ohio
$1K
VAI
125
Vanguard Advisers Inc
Pennsylvania
$172