Invesco S&P Ultra Dividend Revenue ETF
RDIV
RDIV
109 hedge funds and large institutions have $272M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less ownership
Funds ownership: →
16% less capital invested
Capital invested by funds: $324M → $272M (-$51.9M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Holders
109
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$2.09M | |
| 2 | +$1.17M | |
| 3 | +$1.05M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$907K |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$858K |
Top Sellers
| 1 | -$68.1M | |
| 2 | -$2M | |
| 3 | -$1.4M | |
| 4 |
EH
Equitable Holdings
New York
|
-$1.04M |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$624K |