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Invesco S&P Ultra Dividend Revenue ETF

42 hedge funds and large institutions have $180M invested in Invesco S&P Ultra Dividend Revenue ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+12
Holders Change %
+40%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
19
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$29.2M 854,447 +854,447 New
LPL Financial
2
LPL Financial
California
$23.8M 687,237 +131,588 +24%
Bank of America
3
Bank of America
North Carolina
$22.9M 668,322 +429,437 +180%
Morgan Stanley
4
Morgan Stanley
New York
$22.9M 667,066 +308,576 +86%
Wells Fargo
5
Wells Fargo
California
$12.1M 353,760 +190,450 +117%
TF
6
Tompkins Financial
New York
$11.3M 330,534 -143 -0%
3AM
7
3D Asset Management
Connecticut
$7.68M 224,195 +1,893 +0.9%
MIAN
8
Mariner Independent Advisor Network
Kansas
$7.08M 206,641 +206,641 New
LFAS
9
Level Four Advisory Services
Texas
$7.06M 205,962 +205,962 New
UBS Group
10
UBS Group
Switzerland
$4.97M 145,079 +62,537 +76%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.06M 118,319 +28,952 +32%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.51M 102,534 +90,965 +786%
CAN
13
Cetera Advisor Networks
California
$2.85M 83,060 +83,060 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.6M 75,891 +22,281 +42%
AG
15
Advisor Group
Arizona
$2.33M 67,969 +4,026 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.96M 57,064 +15,997 +39%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.87M 54,506 +41,079 +306%
IA
18
IFP Advisors
Florida
$1.86M 54,120 +54,120 New
NPC
19
National Planning Corporation
California
$1.84M 53,328 +25,363 +91%
DC
20
Davenport & Co
Virginia
$1.41M 41,274 -1,500 -4%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.1M 32,079 +32,079 New
GS
22
Girard Securities
California
$933K 27,230 +27,230 New
RJA
23
Raymond James & Associates
Florida
$870K 25,378 +11,519 +83%
PAG
24
Private Advisor Group
New Jersey
$612K 17,738 +8,988 +103%
VKH
25
Virtu KCG Holdings
New York
$596K 17,391 -6,386 -27%