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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
TA
126
Tactive Advisors
Florida
-$6.68M -128,446 Closed
Goldman Sachs
127
Goldman Sachs
New York
-$794K -15,254 Closed
IA
128
IFG Advisory
Georgia
-$505K -9,695 Closed
AWM
129
Axxcess Wealth Management
California
-$374K -7,191 Closed
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
-$354K -6,799 Closed
Mariner
131
Mariner
Kansas
-$237K -4,557 Closed
HH
132
Hilltop Holdings
Texas
-$225K -4,330 Closed
CIA
133
Cape Investment Advisory
Georgia
-$119K -2,285 Closed
TRCT
134
Tower Research Capital (TRC)
New York
-$92.1K -1,770 Closed
AssetMark Inc
135
AssetMark Inc
California
-$54.5K -1,048 Closed
FCAS
136
First Command Advisory Services
Texas
-$3.12K -60 Closed