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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
27
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSEP
1
Golden State Equity Partners
California
$2.04M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$1.15M
3
KWA
3
Kingswood Wealth Advisors
California
$987K
4
Jane Street
4
Jane Street
New York
$790K
5
WWA
5
WCG Wealth Advisors
Nevada
$1.29M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.49M
2
CB
2
Cadence Bank
Mississippi
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.07M
5
LPL Financial
5
LPL Financial
California
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.61M 35,847 -2,365 -6%
JWCA
27
J.W. Cole Advisors
Florida
$1.55M 34,666 +2,258 +7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.55M 34,564 -683 -2%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.51M 33,694 -1,199 -3%
EH
30
Equitable Holdings
New York
$1.48M 33,084 -1,230 -4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.45M 32,289 -25,374 -44%
WWA
32
WCG Wealth Advisors
Nevada
$1.29M 28,724 +12,728 +80%
AWS
33
Atria Wealth Solutions
New York
$1.27M 28,354 +2,649 +10%
TLA
34
Tanglewood Legacy Advisors
Texas
$1.21M 27,030 -620 -2%
NA
35
NewEdge Advisors
Louisiana
$1.2M 26,706 +151 +0.6%
GWP
36
Gateway Wealth Partners
Wisconsin
$1.15M 25,697 +25,697 New
Stifel Financial
37
Stifel Financial
Missouri
$1.07M 23,894 -39,725 -62%
KWA
38
Kingswood Wealth Advisors
California
$987K 22,031 +22,031 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$925K 20,637 -24 -0.1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$887K 19,808 +9,254 +88%
IF
41
Intrua Financial
Texas
$814K 18,171 -350 -2%
Jane Street
42
Jane Street
New York
$790K 17,641 +17,641 New
SWP
43
Stratos Wealth Partners
Ohio
$778K 17,358 -42 -0.2%
SI
44
Stephens Inc
Arkansas
$720K 16,072 +128 +0.8%
KAS
45
Kestra Advisory Services
Texas
$677K 15,114 +8,847 +141%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$607K 13,534 – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$601K 13,405 -191 -1%
GS
48
GTS Securities
New York
$593K 13,234 +6,191 +88%
HA
49
Herold Advisors
New York
$547K 12,213 -87 -0.7%
IA
50
IFG Advisory
Georgia
$508K 11,346 +222 +2%
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