Invesco S&P Ultra Dividend Revenue ETF
RDIV
42 hedge funds and large institutions have $180M invested in Invesco S&P Ultra Dividend Revenue ETF in 2016 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
126% more capital invested
Capital invested by funds: $79.7M → $180M (+$100M)
40% more funds holding
Funds holding: 30 → 42 (+12)
13.24% more ownership
Funds ownership: 41.75% → 54.98% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.2M |
| 3 |
Morgan Stanley
New York
|
+$10.2M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$6.83M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$808K |
| 2 |
Jane Street
New York
|
-$767K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$495K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$211K |
| 5 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
-$71K |
RDIV Hedge Fund Activity: Q4 2016 in Review
42 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2016, worth a combined $180M — up 126% from $79.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new RDIV positions and 3 closed out — a net gain of 12 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $28.2M. The largest seller was SG Americas Securities, exiting entirely with an estimated $808K sold.
- 42 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $180M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2016, up 126% quarter-over-quarter.
- 15 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2016 and 3 closed out, a net change of +12 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2016 was Ameriprise, an estimated $28.2M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2016 was SG Americas Securities, an estimated $808K sold.
Based on aggregated 13F filings for Q4 2016.