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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 %
AWM
26
AE Wealth Management
Kansas
$1.98M 41,302 -939 -2%
P
27
&Partners
Tennessee
$1.89M 39,594 +183 +0.5%
WANY
28
Wealthspire Advisors (New York)
New York
$1.86M 38,796 – –
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.65M 34,550 -1,394 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.62M 33,843 -5,097 -13%
Truist Financial
31
Truist Financial
North Carolina
$1.55M 32,411 -7,837 -19%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.53M 32,075 -12,132 -27%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.47M 30,735 +369 +1%
SW
34
Simplicity Wealth
New Jersey
$1.44M 30,066 +20,044 +200%
NA
35
NewEdge Advisors
Louisiana
$1.35M 28,302 +51 +0.2%
EH
36
Equitable Holdings
New York
$1.3M 27,106 +181 +0.7%
WWA
37
WCG Wealth Advisors
Nevada
$1.21M 25,287 +253 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.19M 24,955 -5,435 -18%
GWP
39
Gateway Wealth Partners
Wisconsin
$1.15M 24,078 +1,246 +5%
KWA
40
Kingswood Wealth Advisors
California
$1.09M 22,866 – –
SWP
41
Stratos Wealth Partners
Ohio
$851K 17,790 -1,416 -7%
IA
42
Integrity Alliance
Iowa
$799K 16,704 +11,734 +236%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$797K 16,663 -1,968 -11%
Goldman Sachs
44
Goldman Sachs
New York
$772K 16,131 -13,811 -46%
ATS
45
Ashton Thomas Securities
New York
$723K 15,101 +29 +0.2%
SI
46
Stephens Inc
Arkansas
$718K 15,000 – –
IF
47
Intrua Financial
Texas
$695K 14,522 +261 +2%
CIA
48
Concurrent Investment Advisors
Florida
$695K 14,516 +14,516 New
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$648K 13,534 – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$628K 13,122 +1,112 +9%
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