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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

47 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
16
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$33.8M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
$4.84M
3
UBS Group
UBS Group
Switzerland
$6.6M
4
Wells Fargo
Wells Fargo
California
$13.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.68M

Top Sellers

1
AG
Advisor Group
Arizona
$1.01M
2
UR
USCA RIA
Texas
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$591K
4
NPC
National Planning Corporation
California
$0
5
IA
IFP Advisors
Florida
$516K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$783K -$4.65K -127 -0.6%
LWAC
27
Laurel Wealth Advisors (California)
California
$697K -$5.19K -142 -0.7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$591K -$2.18M -59,444 -79%
IA
29
IFP Advisors
Florida
$516K -$1.64M -44,910 -76%
SPC
30
Sigma Planning Corp
Michigan
$443K -$19.9K -544 -4%
Citigroup
31
Citigroup
New York
$392K +$93.2K +2,544 +31%
SMC
32
Smith, Moore & Co
Missouri
$354K -$96K -2,625 -21%
RA
33
RFG Advisory
Alabama
$331K -$116K -3,147 -26%
DC
34
Davenport & Co
Virginia
$330K -$1.23M -33,510 -79%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$319K -$146K -3,998 -31%
Stifel Financial
36
Stifel Financial
Missouri
$230K -$177K -4,834 -44%
CA
37
Cetera Advisors
Colorado
$207K -$867K -23,645 -81%
APA
38
American Portfolios Advisors
New York
$153K +$153K +4,186 New
HI
39
Hudock Inc
Pennsylvania
$108K – – –
AIM
40
Anchor Investment Management
South Carolina
$70.4K +$20.9K +570 +42%
BWP
41
Baldwin Wealth Partners
Massachusetts
$55K – – –
WWM
42
Wagner Wealth Management
South Carolina
$26K +$26K +700 New
BTIS
43
BB&T Investment Services
North Carolina
$21K -$32.9K -880 -61%
WEC
44
Winslow Evans & Crocker
Massachusetts
$13.7K – – –
HCC
45
Hirtle Callaghan & Co
Pennsylvania
$3K +$3K +80 New
PCG
46
Private Capital Group
Connecticut
$3 +$3 +66 New
UR
47
USCA RIA
Texas
– -$3.55M -104,880 Closed
NPC
48
National Planning Corporation
California
– -$2.05M -58,849 Closed
Citadel Advisors
49
Citadel Advisors
Florida
– -$1.28M -36,717 Closed
GS
50
Girard Securities
California
– -$1.02M -29,520 Closed
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