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Invesco S&P Ultra Dividend Revenue ETF

125 hedge funds and large institutions have $336M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $316M → $336M (+$20M)

4% more funds holding

Funds holding: 120125 (+5)

1.69% more ownership

Funds ownership: 37.48%39.17% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
47
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.7M -$146K -2,798 -0.3%
HWA
2
Heartwood Wealth Advisors
Virginia
$38.4M +$707K +13,516 +2%
LPL Financial
3
LPL Financial
California
$35.6M +$2.48M +47,484 +7%
Bank of America
4
Bank of America
North Carolina
$27.6M -$657K -12,559 -2%
Wells Fargo
5
Wells Fargo
California
$21.2M +$2.1M +40,199 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$11.6M +$2.51M +47,964 +27%
Ameriprise
7
Ameriprise
Minnesota
$11.5M +$7.9K +151 +0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.64M +$69.1K +1,320 +0.8%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$6.96M +$443K +8,457 +7%
TA
10
Tactive Advisors
Florida
$6.68M +$6.72M +128,446 New
PAG
11
Private Advisor Group
New Jersey
$6.51M -$259K -4,950 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.93M +$2.27M +43,324 +61%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$5.75M -$558K -10,667 -9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$5.27M -$224K -4,275 -4%
Stifel Financial
15
Stifel Financial
Missouri
$4.84M +$1.7M +32,469 +54%
CB
16
Cadence Bank
Mississippi
$4.62M -$41.9K -800 -0.9%
UBS Group
17
UBS Group
Switzerland
$4.55M -$14K -267 -0.3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.31M +$33.4K +639 +0.8%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$4.14M +$482K +9,213 +13%
HighTower Advisors
20
HighTower Advisors
Illinois
$3.28M -$113K -2,161 -3%
GSEP
21
Golden State Equity Partners
California
$3.15M +$9.73K +186 +0.3%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.85M -$115K -2,192 -4%
OBWG
23
Onyx Bridge Wealth Group
New York
$2.73M -$77.3K -1,478 -3%
AF
24
Allworth Financial
California
$2.61M -$55.1K -1,052 -2%
JWCA
25
J.W. Cole Advisors
Florida
$2.55M +$259K +4,944 +11%