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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

104 hedge funds and large institutions have $263M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
40
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$23.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.6M
4
Wells Fargo
4
Wells Fargo
California
$19.7M
5
LWA
5
Lenox Wealth Advisors
New York
$1.57M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$5.76M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.87M
3
Bank of America
3
Bank of America
North Carolina
$38.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.31M 31,779 +31,779 New
Truist Financial
27
Truist Financial
North Carolina
$1.23M 29,828 +1,094 +4%
EF
28
Empowered Funds
Pennsylvania
$1.17M 28,279 +28,279 New
EWF
29
Epstein & White Financial
California
$1.13M 27,493 -239 -0.9%
SI
30
Stephens Inc
Arkansas
$988K 23,970 +200 +0.8%
AWM
31
AE Wealth Management
Kansas
$949K 23,006 +4,007 +21%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$934K 22,660 +73 +0.3%
NEIRG
33
New England Investment & Retirement Group
Massachusetts
$858K 20,798 +20,798 New
FTUS
34
Flow Traders U.S.
New York
$830K 20,133 +20,133 New
MML Investors Services
35
MML Investors Services
Massachusetts
$768K 18,625 +5,574 +43%
NA
36
NewEdge Advisors
Louisiana
$744K 18,044 +148 +0.8%
FAM
37
Flaharty Asset Management
Florida
$742K 17,993 -12,498 -41%
IA
38
IFG Advisory
Georgia
$704K 17,089 +2,098 +14%
CAN
39
Cetera Advisor Networks
California
$632K 15,335 -1,235 -7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$617K 14,975 +3,309 +28%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$585K 14,184 +5,094 +56%
APA
42
American Portfolios Advisors
New York
$574K 13,929 +1,912 +16%
LWAC
43
Laurel Wealth Advisors (California)
California
$568K 13,780 -700 -5%
5L
44
55I LLC
Massachusetts
$535K 12,988 +5,321 +69%
JWCA
45
J.W. Cole Advisors
Florida
$499K 12,112 +1,554 +15%
IWC
46
Integrated Wealth Concepts
Massachusetts
$494K 11,982 +5,435 +83%
MA
47
MONECO Advisors
Connecticut
$424K 10,283 -2,803 -21%
SG
48
StoneX Group
New York
$404K 9,799 – –
Citigroup
49
Citigroup
New York
$393K 9,529 +877 +10%
BRWA
50
B. Riley Wealth Advisors
Florida
$374K 9,048 -400 -4%
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