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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

108 hedge funds and large institutions have $754M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
38
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$38.5M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$11.7M
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$10.6M
4
AAS
4
Avantax Advisory Services
Texas
$20.3M
5
PAG
5
Private Advisor Group
New Jersey
$8.26M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$105M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$11.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$147M
4
Ameriprise
4
Ameriprise
Minnesota
$104M
5
BTS
5
BB&T Securities
Virginia
$1.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
26
Financial Advocates Investment Management
Washington
$2.28M +$655K +17,385 +40%
Stifel Financial
27
Stifel Financial
Missouri
$2.27M -$6.05M -160,536 -73%
ACM
28
AlphaStar Capital Management
North Carolina
$2.25M +$248K +6,580 +12%
DC
29
Davenport & Co
Virginia
$2.19M -$30.1K -800 -1%
SWP
30
Stratos Wealth Partners
Ohio
$2.17M -$3.62K -96 -0.2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$2.14M -$79.1K -2,099 -4%
AWA
32
Arete Wealth Advisors
Illinois
$1.97M +$1.97M +52,233 New
IA
33
IFP Advisors
Florida
$1.74M +$1.74M +46,297 New
FAAS
34
First Allied Advisory Services
California
$1.73M +$10.2K +269 +0.6%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.71M -$131K -3,479 -7%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.7M +$568K +15,063 +50%
Citadel Advisors
37
Citadel Advisors
Florida
$1.64M +$747K +19,828 +84%
AWE
38
Avidian Wealth Enterprises
Texas
$1.55M +$1.55M +41,072 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$1.49M -$85.3K -2,264 -5%
TFS
40
Thoroughbred Financial Services
Tennessee
$1.42M +$1.42M +37,638 New
LWAC
41
Laurel Wealth Advisors (California)
California
$1.28M +$376K +9,983 +42%
CF
42
Centaurus Financial
California
$1.18M +$104K +2,771 +10%
BWCS
43
Beirne Wealth Consulting Services
Connecticut
$1.16M -$75.3K -1,999 -6%
BTS
44
BB&T Securities
Virginia
$1.13M -$8.74M -231,835 -89%
GIA
45
Gladstone Institutional Advisory
Florida
$1.06M +$57K +1,511 +6%
MIAN
46
Mariner Independent Advisor Network
Kansas
$1.02M +$1.11K +30 +0.1%
KMWM
47
Keudell/Morrison Wealth Management
Oregon
$964K +$165K +4,390 +21%
GA
48
Gateway Advisory
New Jersey
$911K -$988K -26,220 -52%
B
49
Bellecapital
Switzerland
$905K – – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$777K -$21.3K -564 -3%
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