RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

77 hedge funds and large institutions have $200M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-18
Holders Change %
-18.95%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
47
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.09M
2
OMC
2
Old Mission Capital
Illinois
$3.26M
3
PAG
3
Private Advisor Group
New Jersey
$6.18M
4
AWM
4
AE Wealth Management
Kansas
$302K
5
SS
5
Simplicity Solutions
Minnesota
$237K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.02M
2
Morgan Stanley
2
Morgan Stanley
New York
$37M
3
Bank of America
3
Bank of America
North Carolina
$29.9M
4
Wells Fargo
4
Wells Fargo
California
$9.49M
5
AAS
5
Avantax Advisory Services
Texas
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$1.27M -$243K -8,824 -16%
EH
27
Equitable Holdings
New York
$1.16M -$256K -9,315 -18%
Truist Financial
28
Truist Financial
North Carolina
$1.07M -$57.9K -2,104 -5%
SWP
29
Stratos Wealth Partners
Ohio
$874K -$472K -17,168 -35%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$788K -$5.28K -192 -0.7%
APA
31
American Portfolios Advisors
New York
$747K -$115K -4,183 -13%
LWAC
32
Laurel Wealth Advisors (California)
California
$670K +$441 +16 +0.1%
B
33
Bellecapital
Switzerland
$660K – – –
IF
34
Intrua Financial
Texas
$646K +$646K +22,117 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$596K -$282K -10,264 -32%
MML Investors Services
36
MML Investors Services
Massachusetts
$536K +$76.9K +2,796 +17%
NA
37
NewEdge Advisors
Louisiana
$504K +$41.1K +1,493 +9%
GIA
38
Gladstone Institutional Advisory
Florida
$483K -$98.5K -3,582 -17%
TRCT
39
Tower Research Capital (TRC)
New York
$429K -$915K -33,220 -68%
RG
40
Retirement Group
California
$386K +$386K +14,015 New
AWM
41
AE Wealth Management
Kansas
$302K +$302K +10,975 New
LNC
42
Lincoln National Corp
Pennsylvania
$298K -$64K -2,332 -18%
IWC
43
Integrated Wealth Concepts
Massachusetts
$291K -$13.9K -507 -5%
MCCP
44
Mission Creek Capital Partners
California
$269K +$441 +16 +0.2%
Citigroup
45
Citigroup
New York
$265K -$46.9K -1,703 -15%
XS
46
XR Securities
Illinois
$256K -$496K -18,046 -66%
EFS
47
Essex Financial Services
Connecticut
$245K -$163K -5,899 -40%
SS
48
Simplicity Solutions
Minnesota
$237K +$237K +8,597 New
CA
49
Cetera Advisors
Colorado
$236K -$101K -3,682 -30%
ACM
50
AlphaStar Capital Management
North Carolina
$204K +$204K +7,183 New
1
2
3 4 5