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Invesco S&P Ultra Dividend Revenue ETF
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Overview Fund Activity

120 hedge funds and large institutions have $348M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
55
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$8.48M
2
Bank of America
Bank of America
North Carolina
+$3.47M
3
LPL Financial
LPL Financial
California
+$2.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
PS
Portfolio Strategies
New York
-$24.5M
2
KWM
KFG Wealth Management
Indiana
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.79M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
PIN
Prudent Investors Network
California
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
126
Freedom Wealth Alliance
Wisconsin
– -$14.6K -335 Closed
Qube Research & Technologies (QRT)
127
Qube Research & Technologies (QRT)
United Kingdom
– -$3.18K -73 Closed
HGWM
128
Harvest Group Wealth Management
Massachusetts
– -$261 -6 Closed
2 3 4 5
6