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Invesco S&P Ultra Dividend Revenue ETF

65 hedge funds and large institutions have $389M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
32
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M +$61.8M +1,601,838 +146%
Ameriprise
2
Ameriprise
Minnesota
$51.8M +$22.2M +574,825 +75%
Bank of America
3
Bank of America
North Carolina
$39.4M +$5.02M +130,145 +15%
Wells Fargo
4
Wells Fargo
California
$32.6M +$8.67M +224,730 +36%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.6M +$12.4M +321,953 +172%
LPL Financial
6
LPL Financial
California
$18.5M +$5.56M +144,130 +43%
UBS Group
7
UBS Group
Switzerland
$16.3M +$11.4M +295,137 +233%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$14.3M +$9.24M +239,524 +181%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.9M +$4.47M +115,859 +53%
CAN
10
Cetera Advisor Networks
California
$10.6M +$1.33M +34,596 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.33M +$6.38M +165,388 +326%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$5.4M +$1.05M +27,310 +24%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.38M +$980K +25,427 +22%
RJA
14
Raymond James & Associates
Florida
$5.23M +$3.7M +95,823 +241%
GA
15
Gateway Advisory
New Jersey
$5.14M -$466K -12,085 -8%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.82M +$1.1M +28,578 +30%
AG
17
Advisor Group
Arizona
$3.09M +$1.09M +28,386 +55%
ACM
18
AlphaStar Capital Management
North Carolina
$2.85M +$2.19M +56,786 +334%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$2.7M -$28.1K -729 -1%
Stifel Financial
20
Stifel Financial
Missouri
$2.52M +$2.29M +59,464 +1,036%
IA
21
IFP Advisors
Florida
$2.15M +$693K +17,970 +48%
SWP
22
Stratos Wealth Partners
Ohio
$2.1M -$35.8K -928 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$2.09M +$1.14M +29,468 +119%
PAG
24
Private Advisor Group
New Jersey
$1.94M +$545K +14,127 +39%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.48M +$1.48M +38,372 New