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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

103 hedge funds and large institutions have $238M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.64M
5
CB
5
Cadence Bank
Mississippi
$5.25M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$2.38M
2
Bank of America
2
Bank of America
North Carolina
$24.2M
3
EH
3
Equitable Holdings
New York
$10.7M
4
WANY
4
Wealthspire Advisors (New York)
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.43M 33,994 +1,616 +5%
AWM
27
AE Wealth Management
Kansas
$1.31M 31,025 +6,080 +24%
Truist Financial
28
Truist Financial
North Carolina
$1.29M 30,653 -368 -1%
SI
29
Stephens Inc
Arkansas
$1.21M 28,595 +1,625 +6%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$1.2M 28,408 +1,299 +5%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$958K 22,734 +74 +0.3%
NA
32
NewEdge Advisors
Louisiana
$863K 20,482 +2,262 +12%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$852K 20,210 +1,997 +11%
MML Investors Services
34
MML Investors Services
Massachusetts
$847K 20,086 -3,127 -13%
TRCT
35
Tower Research Capital (TRC)
New York
$805K 19,101 +13,124 +220%
Stifel Financial
36
Stifel Financial
Missouri
$799K 18,964 -1,257 -6%
IWC
37
Integrated Wealth Concepts
Massachusetts
$661K 15,690 +2,416 +18%
IA
38
IFG Advisory
Georgia
$655K 15,552 -1,436 -8%
APA
39
American Portfolios Advisors
New York
$615K 14,600 +484 +3%
KAS
40
Kestra Advisory Services
Texas
$577K 13,699 +2,737 +25%
HA
41
Herold Advisors
New York
$565K 13,420 -30 -0.2%
JWCA
42
J.W. Cole Advisors
Florida
$526K 12,476 +12,476 New
5L
43
55I LLC
Massachusetts
$513K 12,165 +61 +0.5%
SWP
44
Stratos Wealth Partners
Ohio
$492K 11,684 +1,459 +14%
LWAC
45
Laurel Wealth Advisors (California)
California
$467K 11,080 -2,700 -20%
SG
46
StoneX Group
New York
$465K 11,025 – –
BRWA
47
B. Riley Wealth Advisors
Florida
$453K 10,739 – –
CCM
48
Crabel Capital Management
California
$409K 9,704 +9,704 New
CAN
49
Cetera Advisor Networks
California
$377K 8,941 -4,965 -36%
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$346K 8,209 +8,209 New
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