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Invesco S&P Ultra Dividend Revenue ETF
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Overview Fund Activity

100 hedge funds and large institutions have $872M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
54
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.2M
2
Morgan Stanley
Morgan Stanley
New York
+$35M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$29.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.6M
5
LPL Financial
LPL Financial
California
+$12.7M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.1M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.2M
3
AIC
Ameritas Investment Company
Nebraska
-$717K
4
TFS
Thoroughbred Financial Services
Tennessee
-$706K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$180M +$35M +922,887 +24%
Bank of America
2
Bank of America
North Carolina
$130M +$47.2M +1,246,082 +57%
Ameriprise
3
Ameriprise
Minnesota
$122M +$29.6M +782,183 +32%
Wells Fargo
4
Wells Fargo
California
$71.1M +$7.64M +201,531 +12%
UBS Group
5
UBS Group
Switzerland
$40M +$3.31M +87,253 +9%
LPL Financial
6
LPL Financial
California
$38.5M +$12.7M +334,515 +49%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$29.8M +$29.8M +785,830 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$28.2M +$6.38M +168,490 +29%
RJA
9
Raymond James & Associates
Florida
$14.1M +$3.77M +99,467 +36%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$13.9M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.3M +$545K +14,394 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$12.6M +$1.93M +51,037 +18%
CAN
13
Cetera Advisor Networks
California
$11.5M +$347K +9,160 +3%
HGWM
14
Harvest Group Wealth Management
Massachusetts
$11.4M +$11.4M +300,177 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$10.9M +$66.7K +1,761 +0.6%
Stifel Financial
16
Stifel Financial
Missouri
$10.9M +$2.88M +76,050 +36%
AAS
17
Avantax Advisory Services
Texas
$10.3M +$3.23M +85,247 +46%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$9.56M +$2.2M +58,123 +30%
NEIRG
19
New England Investment & Retirement Group
Massachusetts
$8.35M +$2.13M +56,287 +34%
Jane Street
20
Jane Street
New York
$8.25M +$7.53M +198,664 +1,040%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$7.37M +$919K +24,249 +14%
AG
22
Advisor Group
Arizona
$6.29M +$1.19M +31,418 +23%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.23M +$1.57M +41,444 +43%
CFGS
24
Concourse Financial Group Securities
Alabama
$4.68M +$4.45M +117,584 +2,009%
APA
25
American Portfolios Advisors
New York
$4.32M +$296K +7,822 +7%
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