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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $294M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
113
Holders Change
–
Holders Change %
0%
% 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
11
Increased
47
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$12.1M
2
LPL Financial
2
LPL Financial
California
$27.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.2M
4
Ameriprise
4
Ameriprise
Minnesota
$10.5M
5
SW
5
Simplicity Wealth
New Jersey
$1.44M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
2
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.2M 1,048,296 +23,476 +2%
HWA
2
Heartwood Wealth Advisors
Virginia
$34M 711,039 +8,081 +1%
LPL Financial
3
LPL Financial
California
$27.9M 582,399 +65,413 +13%
Bank of America
4
Bank of America
North Carolina
$26.4M 550,790 +10,160 +2%
Wells Fargo
5
Wells Fargo
California
$16.3M 340,466 +15,126 +5%
Stifel Financial
6
Stifel Financial
Missouri
$12.1M 253,000 +217,463 +612%
Ameriprise
7
Ameriprise
Minnesota
$10.5M 218,614 +22,344 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.37M 173,670 +90 +0.1%
Raymond James Financial
9
Raymond James Financial
Florida
$8.18M 170,858 -51,558 -23%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$7.71M 161,039 -27,801 -15%
PAG
11
Private Advisor Group
New Jersey
$6.39M 133,579 -72,233 -35%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$5.77M 120,528 +9,250 +8%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$5.04M 101,929 -13,640 -12%
CB
14
Cadence Bank
Mississippi
$4.18M 87,435 -1,400 -2%
UBS Group
15
UBS Group
Switzerland
$4.08M 85,350 -4,376 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.62M 75,579 +2,823 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.59M 74,950 -20,378 -21%
GSEP
18
Golden State Equity Partners
California
$2.92M 61,077 +1,320 +2%
OBWG
19
Onyx Bridge Wealth Group
New York
$2.83M 59,129 -2,094 -3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.73M 57,153 +536 +0.9%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$2.67M 55,961 +17,035 +44%
AF
22
Allworth Financial
California
$2.48M 51,756 +167 +0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.15M 44,894 -7,430 -14%
AAS
24
Avantax Advisory Services
Texas
$2.11M 44,181 -3,950 -8%
JWCA
25
J.W. Cole Advisors
Florida
$2.09M 43,674 +642 +1%
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