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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

117 hedge funds and large institutions have $854M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
48
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$24.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$28.9M
3
PIN
3
Prudent Investors Network
California
$9.78M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.79M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$9.87M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$360K
4
TRCT
4
Tower Research Capital (TRC)
New York
$7K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.79M +$2.42M +55,619 +668%
EH
27
Equitable Holdings
New York
$2.66M +$33.2K +761 +1%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$2.52M +$824K +18,913 +49%
AAS
29
Avantax Advisory Services
Texas
$2.3M -$4.01K -92 -0.2%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.11M +$1.1M +25,280 +109%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.89M +$740K +16,982 +64%
HighTower Advisors
32
HighTower Advisors
Illinois
$1.77M +$290K +6,659 +20%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.72M +$740K +16,990 +76%
WANY
34
Wealthspire Advisors (New York)
New York
$1.66M – – –
AWM
35
Axxcess Wealth Management
California
$1.47M +$820K +18,827 +127%
AWS
36
Atria Wealth Solutions
New York
$1.27M -$33.8K -775 -3%
TLA
37
Tanglewood Legacy Advisors
Texas
$1.2M +$1.2M +27,500 New
SI
38
Stephens Inc
Arkansas
$1.19M -$64.3K -1,475 -5%
WWA
39
WCG Wealth Advisors
Nevada
$1.16M +$250K +5,729 +27%
IF
40
Intrua Financial
Texas
$1.04M +$383K +8,565 +58%
QWM
41
QP Wealth Management
New Jersey
$1.03M +$1.03M +23,664 New
Truist Financial
42
Truist Financial
North Carolina
$979K -$166K -3,800 -14%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$938K -$37.5K -861 -4%
PFS
44
Prospera Financial Services
Texas
$886K +$886K +20,325 New
JWCA
45
J.W. Cole Advisors
Florida
$806K +$32.2K +739 +4%
HA
46
Herold Advisors
New York
$659K +$64.4K +1,478 +11%
IA
47
IFG Advisory
Georgia
$614K -$30.1K -692 -5%
AWM
48
AE Wealth Management
Kansas
$588K +$588K +13,494 New
KAS
49
Kestra Advisory Services
Texas
$587K +$5.19K +119 +0.9%
QA
50
Quantitative Advantage
Minnesota
$540K +$261K +5,985 +93%
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