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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

88 hedge funds and large institutions have $553M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+23
Holders Change %
+35.38%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
35
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$38.7M
2
Morgan Stanley
Morgan Stanley
New York
+$37.6M
3
Ameriprise
Ameriprise
Minnesota
+$36.3M
4
Wells Fargo
Wells Fargo
California
+$27.8M
5
UBS Group
UBS Group
Switzerland
+$18.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.3M
2
GA
Gateway Advisory
New Jersey
-$1.76M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$958K
4
PAG
Private Advisory Group
Washington
-$792K
5
NFG
Noven Financial Group
Colorado
-$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWA
26
Sound View Wealth Advisors
Georgia
$2.25M +$2.25M +67,143 New
TFS
27
Thoroughbred Financial Services
Tennessee
$2.17M +$2.17M +55,669 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.13M +$2.13M +63,635 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.98M +$1.98M +59,140 New
SWP
30
Stratos Wealth Partners
Ohio
$1.87M +$47K +1,405 +3%
MAFM
31
Mid Atlantic Financial Management
Pennsylvania
$1.82M +$1.82M +54,287 New
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.68M -$659K -19,696 -28%
AWA
33
Arete Wealth Advisors
Illinois
$1.43M +$1.43M +42,818 New
SPC
34
Sigma Planning Corp
Michigan
$1.41M +$973K +29,055 +223%
FAAS
35
First Allied Advisory Services
California
$1.24M +$7.84K +235 +0.6%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.17M -$111K -3,308 -9%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$1.11M +$842K +25,141 +313%
BWCS
38
Beirne Wealth Consulting Services
Connecticut
$972K +$972K +29,046 New
VWA
39
V Wealth Advisors
Kansas
$947K -$4.96K -143 -0.5%
GIA
40
Gladstone Institutional Advisory
Florida
$929K +$929K +27,736 New
B
41
Bellecapital
Switzerland
$804K – – –
AIC
42
Ameritas Investment Company
Nebraska
$717K +$717K +21,425 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$680K +$680K +20,321 New
Jane Street
44
Jane Street
New York
$640K +$64.1K +1,914 +11%
MIAN
45
Mariner Independent Advisor Network
Kansas
$620K +$620K +17,547 New
Citigroup
46
Citigroup
New York
$580K +$159K +4,750 +38%
DIA
47
Dana Investment Advisors
Wisconsin
$577K +$577K +17,232 New
Goldman Sachs
48
Goldman Sachs
New York
$493K +$146K +4,365 +42%
MWM
49
Meridian Wealth Management
Kentucky
$458K +$458K +13,675 New
DC
50
Davenport & Co
Virginia
$454K +$35.2K +1,050 +8%
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