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Invesco S&P Ultra Dividend Revenue ETF

94 hedge funds and large institutions have $237M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
94
Holders Change
-10
Holders Change %
-9.62%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
40
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.7M 890,701 -50,929 -5%
Morgan Stanley
2
Morgan Stanley
New York
$28M 717,732 -76,034 -10%
HWA
3
Heartwood Wealth Advisors
Virginia
$22.7M 583,226 +7,693 +1%
LPL Financial
4
LPL Financial
California
$17.3M 444,384 +42,411 +11%
Wells Fargo
5
Wells Fargo
California
$14.7M 376,388 -102,362 -21%
EH
6
Equitable Holdings
New York
$13.2M 338,658 +31,018 +10%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.2M 286,559 -46,585 -14%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$10.8M 276,615 -5,035 -2%
UBS Group
9
UBS Group
Switzerland
$7.57M 194,442 +17,755 +10%
RJA
10
Raymond James & Associates
Florida
$7.19M 184,694 +16,356 +10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.78M 148,308 +21,936 +17%
PAG
12
Private Advisor Group
New Jersey
$5.61M 144,105 +4,451 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.61M 144,061 +1,881 +1%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.25M 109,125 +3,712 +4%
CB
15
Cadence Bank
Mississippi
$4.05M 103,890 +23,890 +30%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.97M 101,865 -7,933 -7%
AF
17
Allworth Financial
California
$3.46M 88,770 -10,673 -11%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.42M 62,047 -9,489 -13%
Ameriprise
19
Ameriprise
Minnesota
$2.34M 59,951 -1,361 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.17M 55,740 -13,807 -20%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.94M 49,763 -30,192 -38%
AAS
22
Avantax Advisory Services
Texas
$1.9M 48,792 +47 +0.1%
LWA
23
Lenox Wealth Advisors
New York
$1.48M 38,000
WANY
24
Wealthspire Advisors (New York)
New York
$1.48M 38,000 +38,000 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.26M 32,378 -2,646 -8%