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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

91 hedge funds and large institutions have $225M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$3.67M
2
Wells Fargo
Wells Fargo
California
$17.1M
3
Stifel Financial
Stifel Financial
Missouri
$4.02M
4
RJA
Raymond James & Associates
Florida
$6.53M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.74M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.72M
2
CAN
Cetera Advisor Networks
California
$659K
3
Morgan Stanley
Morgan Stanley
New York
$32M
4
Osaic Holdings
Osaic Holdings
Arizona
$10.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWF
26
Epstein & White Financial
California
$1.11M +$1.11M +27,732 New
SI
27
Stephens Inc
Arkansas
$946K +$201K +5,045 +27%
HWA
28
Heartwood Wealth Advisors
Virginia
$938K +$590K +14,817 +169%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$899K -$796 -20 -0.1%
AWM
30
AE Wealth Management
Kansas
$756K +$108K +2,718 +17%
NA
31
NewEdge Advisors
Louisiana
$712K +$17.9K +451 +3%
CAN
32
Cetera Advisor Networks
California
$659K -$4.39M -110,450 -87%
IA
33
IFG Advisory
Georgia
$596K +$221K +5,557 +59%
LWAC
34
Laurel Wealth Advisors (California)
California
$576K -$147K -3,706 -20%
MA
35
MONECO Advisors
Connecticut
$521K +$521K +13,086 New
MML Investors Services
36
MML Investors Services
Massachusetts
$519K -$99.6K -2,505 -16%
APA
37
American Portfolios Advisors
New York
$478K -$181K -4,543 -27%
Deutsche Bank
38
Deutsche Bank
Germany
$467K -$230K -5,783 -33%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$464K -$41.7K -1,048 -8%
CWM
40
Centric Wealth Management
Illinois
$447K +$2.15K +54 +0.5%
JWCA
41
J.W. Cole Advisors
Florida
$420K +$420K +10,558 New
SG
42
StoneX Group
New York
$390K +$390K +9,799 New
FM
43
Foster & Motley
Ohio
$379K +$379K +9,526 New
BRWA
44
B. Riley Wealth Advisors
Florida
$376K -$3.98K -100 -1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$362K -$248K -6,217 -41%
Citigroup
46
Citigroup
New York
$344K +$38.5K +968 +13%
RG
47
Retirement Group
California
$343K -$9.16K -230 -3%
SWP
48
Stratos Wealth Partners
Ohio
$333K -$34.9K -876 -9%
GIA
49
Gladstone Institutional Advisory
Florida
$319K -$141K -3,540 -31%
5L
50
55I LLC
Massachusetts
$305K +$305K +7,667 New
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