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Invesco S&P Ultra Dividend Revenue ETF

103 hedge funds and large institutions have $257M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
103
Holders Change
-6
Holders Change %
-5.5%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
47
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.8M +$7.15M +189,697 +12%
Bank of America
2
Bank of America
North Carolina
$21.1M -$422K -11,180 -2%
LPL Financial
3
LPL Financial
California
$20.9M +$2.52M +66,948 +14%
Wells Fargo
4
Wells Fargo
California
$16.7M +$1.15M +30,614 +7%
RJA
5
Raymond James & Associates
Florida
$11M +$2.47M +65,551 +29%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$10.9M +$95.8K +2,540 +0.9%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.93M -$416K -11,044 -4%
NWM
8
NEIRG Wealth Management
Massachusetts
$8.05M +$2.78M +73,803 +53%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.52M -$87.4K -2,318 -1%
UBS Group
10
UBS Group
Switzerland
$6.35M +$314K +8,320 +5%
PAG
11
Private Advisor Group
New Jersey
$5.79M -$844K -22,378 -13%
CB
12
Cadence Bank
Mississippi
$4.63M -$66.2K -1,755 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.01M +$832K +22,076 +26%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.99M -$737K -19,561 -16%
AF
15
Allworth Financial
California
$3.94M +$570K +15,112 +17%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$3.64M +$34.6K +918 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.62M -$1.59M -42,166 -30%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.44M +$1.64M +43,559 +91%
HWA
19
Heartwood Wealth Advisors
Virginia
$3.01M -$6.56K -174 -0.2%
Ameriprise
20
Ameriprise
Minnesota
$2.79M +$803K +21,316 +40%
DWMG
21
DB Wealth Management Group
California
$2.59M +$2.58M +68,340 +21,491%
EH
22
Equitable Holdings
New York
$2.28M -$156K -4,142 -6%
AAS
23
Avantax Advisory Services
Texas
$2M -$45.1K -1,195 -2%
Stifel Financial
24
Stifel Financial
Missouri
$1.9M +$172K +4,567 +10%
MIAN
25
Mariner Independent Advisor Network
Kansas
$1.54M +$91.7K +2,434 +6%