RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

101 hedge funds and large institutions have $813M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+1
Holders Change %
+1%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
44
Reduced
24
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$144M
2
BTS
2
BB&T Securities
Virginia
$9.86M
3
LPL Financial
3
LPL Financial
California
$44.9M
4
AAS
4
Avantax Advisory Services
Texas
$16.3M
5
RJA
5
Raymond James & Associates
Florida
$19.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$163M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
Ameriprise
5
Ameriprise
Minnesota
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$3.49M +$3.49M +92,783 New
AIP
27
Almanack Investment Partners
Pennsylvania
$3.49M +$2.61M +69,349 +296%
SS
28
Simplicity Solutions
Minnesota
$2.49M +$288K +7,653 +13%
DC
29
Davenport & Co
Virginia
$2.22M -$123K -3,274 -5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.22M +$94.9K +2,520 +4%
SWP
31
Stratos Wealth Partners
Ohio
$2.17M +$43K +1,142 +2%
ACM
32
AlphaStar Capital Management
North Carolina
$2M -$47.3K -1,255 -2%
Jane Street
33
Jane Street
New York
$1.9M -$6.3M -167,351 -77%
GA
34
Gateway Advisory
New Jersey
$1.9M -$1.07M -28,282 -36%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.84M -$277K -7,376 -13%
SPC
36
Sigma Planning Corp
Michigan
$1.82M -$756K -20,084 -29%
FAAS
37
First Allied Advisory Services
California
$1.7M +$120K +3,192 +8%
FAIM
38
Financial Advocates Investment Management
Washington
$1.62M +$670K +17,795 +70%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.58M +$222K +5,897 +16%
BWCS
40
Beirne Wealth Consulting Services
Connecticut
$1.23M +$228K +6,052 +23%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.14M +$827K +21,948 +267%
CF
42
Centaurus Financial
California
$1.08M +$1.04M +27,713 +3,083%
MIAN
43
Mariner Independent Advisor Network
Kansas
$1.04M +$157K +4,174 +18%
GIA
44
Gladstone Institutional Advisory
Florida
$1M -$121K -3,220 -11%
LWAC
45
Laurel Wealth Advisors (California)
California
$906K +$211K +5,595 +30%
B
46
Bellecapital
Switzerland
$904K – – –
Citadel Advisors
47
Citadel Advisors
Florida
$888K +$888K +23,585 New
LFAS
48
Level Four Advisory Services
Texas
$863K +$27.8K +737 +3%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$789K -$708K -19,011 -47%
KMWM
50
Keudell/Morrison Wealth Management
Oregon
$756K +$288K +8,060 +61%
1
2
3 4 5