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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

48 hedge funds and large institutions have $197M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
18
Reduced
20
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.16M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.77M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.66M
4
Wells Fargo
Wells Fargo
California
+$1.55M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.14M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$21.5M
2
LPL Financial
LPL Financial
California
-$17.7M
3
TF
Tompkins Financial
New York
-$11M
4
Morgan Stanley
Morgan Stanley
New York
-$2.92M
5
LFAS
Level Four Advisory Services
Texas
-$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$778K -$316K -8,997 -29%
LWAC
27
Laurel Wealth Advisors (California)
California
$571K -$96.6K -2,757 -14%
IA
28
IFP Advisors
Florida
$516K – – –
SPC
29
Sigma Planning Corp
Michigan
$436K +$11.4K +325 +3%
VF
30
Virtu Financial
New York
$371K +$371K +10,579 New
SMC
31
Smith, Moore & Co
Missouri
$344K +$4.14K +118 +1%
LFAS
32
Level Four Advisory Services
Texas
$342K -$1.18M -33,666 -78%
Citigroup
33
Citigroup
New York
$332K -$43.6K -1,243 -12%
Goldman Sachs
34
Goldman Sachs
New York
$313K +$313K +8,923 New
WP
35
WealthPLAN Partners
Nebraska
$297K +$297K +8,475 New
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$293K -$12.9K -368 -4%
TF
37
Tompkins Financial
New York
$253K -$11M -313,307 -98%
DC
38
Davenport & Co
Virginia
$236K -$80K -2,280 -25%
Stifel Financial
39
Stifel Financial
Missouri
$214K -$5.64K -161 -3%
AIM
40
Anchor Investment Management
South Carolina
$208K +$140K +4,000 +208%
RA
41
RFG Advisory
Alabama
$200K -$116K -3,293 -37%
APA
42
American Portfolios Advisors
New York
$136K -$10.6K -301 -7%
HI
43
Hudock Inc
Pennsylvania
$115K +$11.2K +320 +11%
BWP
44
Baldwin Wealth Partners
Massachusetts
$53K – – –
WEC
45
Winslow Evans & Crocker
Massachusetts
$7.89K -$5.24K -150 -40%
HCC
46
Hirtle Callaghan & Co
Pennsylvania
$3K – – –
PCG
47
Private Capital Group
Connecticut
$3K +$698 +20 +30%
MIAN
48
Mariner Independent Advisor Network
Kansas
– -$1.16M -31,336 Closed
CA
49
Cetera Advisors
Colorado
– -$207K -5,648 Closed
WWM
50
Wagner Wealth Management
South Carolina
– -$26K -700 Closed
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