RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

120 hedge funds and large institutions have $348M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
55
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$8.48M
2
Bank of America
Bank of America
North Carolina
+$3.47M
3
LPL Financial
LPL Financial
California
+$2.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
PS
Portfolio Strategies
New York
-$24.5M
2
KWM
KFG Wealth Management
Indiana
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.79M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
PIN
Prudent Investors Network
California
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$2.66M +$275K +6,693 +12%
AAS
27
Avantax Advisory Services
Texas
$2.41M +$235K +5,721 +11%
Jane Street
28
Jane Street
New York
$2.33M -$296K -7,196 -11%
EH
29
Equitable Holdings
New York
$2.28M -$231K -5,627 -9%
Citadel Advisors
30
Citadel Advisors
Florida
$1.87M +$1.87M +45,541 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.62M -$62.5K -1,517 -4%
WANY
32
Wealthspire Advisors (New York)
New York
$1.56M – – –
Truist Financial
33
Truist Financial
North Carolina
$1.44M +$512K +12,450 +55%
NA
34
NewEdge Advisors
Louisiana
$1.26M +$77.8K +1,919 +7%
TLA
35
Tanglewood Legacy Advisors
Texas
$1.13M – – –
AWS
36
Atria Wealth Solutions
New York
$1.12M -$75.5K -1,835 -6%
SI
37
Stephens Inc
Arkansas
$1.11M -$12.8K -310 -1%
WWA
38
WCG Wealth Advisors
Nevada
$1.08M -$12.1K -293 -1%
APW
39
Aurora Private Wealth
New Jersey
$1.02M +$753K +18,313 +286%
AWM
40
AE Wealth Management
Kansas
$956K +$401K +9,741 +72%
AWM
41
Axxcess Wealth Management
California
$954K -$433K -10,520 -31%
JWCA
42
J.W. Cole Advisors
Florida
$928K +$167K +4,068 +22%
IF
43
Intrua Financial
Texas
$925K +$53.1K +1,418 +6%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$914K +$28.4K +690 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$901K -$883K -21,471 -50%
QA
46
Quantitative Advantage
Minnesota
$826K +$316K +7,686 +62%
QWM
47
QP Wealth Management
New Jersey
$820K -$153K -3,730 -16%
PFS
48
Prospera Financial Services
Texas
$735K -$101K -2,457 -12%
KAS
49
Kestra Advisory Services
Texas
$701K +$146K +3,561 +26%
HA
50
Herold Advisors
New York
$620K -$1.4K -34 -0.2%
1
2
3 4 5