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Invesco S&P Ultra Dividend Revenue ETF

48 hedge funds and large institutions have $197M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
18
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$38.8M -$21.5M -614,390 -36%
Morgan Stanley
2
Morgan Stanley
New York
$35.4M -$2.92M -83,290 -8%
Bank of America
3
Bank of America
North Carolina
$32.1M -$225K -6,403 -0.7%
Wells Fargo
4
Wells Fargo
California
$14.1M +$1.55M +44,221 +12%
LPL Financial
5
LPL Financial
California
$10.7M -$17.7M -505,746 -62%
UBS Group
6
UBS Group
Switzerland
$8.49M +$2.16M +61,718 +34%
CAN
7
Cetera Advisor Networks
California
$8.01M -$777K -22,118 -9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.31M +$354K +10,083 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.27M +$641K +18,283 +14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.7M +$1.14M +32,480 +32%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.95M -$697K -19,869 -15%
Jane Street
12
Jane Street
New York
$3.43M +$429K +12,239 +14%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.84M +$270K +7,690 +10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.81M +$120K +3,418 +4%
SWP
15
Stratos Wealth Partners
Ohio
$1.97M +$489K +13,943 +33%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.77M +$1.77M +50,635 New
Citadel Advisors
17
Citadel Advisors
Florida
$1.66M +$1.66M +47,211 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.62M -$197K -5,615 -11%
FAAS
19
First Allied Advisory Services
California
$1.21M -$9.82K -273 -0.8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.13M +$562K +16,015 +99%
RJA
21
Raymond James & Associates
Florida
$1.05M +$23.4K +668 +2%
AG
22
Advisor Group
Arizona
$981K +$12.9K +367 +1%
VWA
23
V Wealth Advisors
Kansas
$862K -$22.3K -645 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$844K +$93.4K +2,664 +12%
B
25
Bellecapital
Switzerland
$842K