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Invesco S&P Ultra Dividend Revenue ETF

125 hedge funds and large institutions have $769M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 10 closing their positions.

Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
46
Reduced
39
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$145M 3,665,756 -243,467 -6%
Bank of America
2
Bank of America
North Carolina
$98.9M 2,507,085 -285,357 -10%
Ameriprise
3
Ameriprise
Minnesota
$93.5M 2,371,161 -374,272 -14%
Wells Fargo
4
Wells Fargo
California
$68.1M 1,725,888 +161,116 +10%
UBS Group
5
UBS Group
Switzerland
$42.6M 1,080,056 +59,287 +6%
LPL Financial
6
LPL Financial
California
$37.2M 942,783 -50,658 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24M 608,595 -146,897 -19%
AAS
8
Avantax Advisory Services
Texas
$20.2M 512,922 -24,869 -5%
RJA
9
Raymond James & Associates
Florida
$17M 429,976 -33,367 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$13.6M 345,374 -13,508 -4%
CAN
11
Cetera Advisor Networks
California
$12.9M 325,586 -25,466 -7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$12.3M 312,631 +2,803 +0.9%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$12M 303,063 -8,470 -3%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$11.7M 296,205 +13,723 +5%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$11.4M 289,696 -15,150 -5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$10.3M 260,277 -48,817 -16%
PAG
17
Private Advisor Group
New Jersey
$9.27M 234,998 +16,340 +7%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$8.66M 219,483 -7,525 -3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$7.91M 200,418 +12,766 +7%
NEIRG
20
New England Investment & Retirement Group
Massachusetts
$7.53M 190,807 -36,340 -16%
AG
21
Advisor Group
Arizona
$7.5M 190,115 -22,061 -10%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$6.7M 169,821 -3,009 -2%
APA
23
American Portfolios Advisors
New York
$5.53M 140,083 +10,097 +8%
AIP
24
Almanack Investment Partners
Pennsylvania
$5.49M 139,074 +139,074 New
SVWAG
25
Sound View Wealth Advisors Group
Georgia
$5.22M 132,391 +14,892 +13%