RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

122 hedge funds and large institutions have $301M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
35
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cadence Bank
Mississippi
$4.66M
2
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M
3
KWM
3
Kingsview Wealth Management
Oregon
$3.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
P
5
&Partners
Tennessee
$1.92M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$27.1M
2
GS
2
GTS Securities
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.93M
4
MIH
4
Meitav Investment House
Israel
$0
5
Jane Street
5
Jane Street
New York
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$1.9M 38,000 – –
JWCA
27
J.W. Cole Advisors
Florida
$1.82M 36,484 +1,818 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.8M 35,945 -840 -2%
FCA
29
FinTrust Capital Advisors
South Carolina
$1.78M 35,714 -2,616 -7%
Truist Financial
30
Truist Financial
North Carolina
$1.75M 34,990 -857 -2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.7M 34,041 -523 -2%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.68M 33,647 -2,626 -7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.63M 32,581 -6,197 -16%
EH
34
Equitable Holdings
New York
$1.59M 31,804 -1,280 -4%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.54M 31,035 -2,659 -8%
WWA
36
WCG Wealth Advisors
Nevada
$1.4M 28,044 -680 -2%
NA
37
NewEdge Advisors
Louisiana
$1.39M 27,884 +1,178 +4%
AWS
38
Atria Wealth Solutions
New York
$1.37M 27,418 -936 -3%
Stifel Financial
39
Stifel Financial
Missouri
$1.36M 27,319 +3,425 +14%
TLA
40
Tanglewood Legacy Advisors
Texas
$1.35M 27,030 – –
KWA
41
Kingswood Wealth Advisors
California
$1.19M 23,803 +1,772 +8%
KAS
42
Kestra Advisory Services
Texas
$1.17M 23,428 +8,314 +55%
GWP
43
Gateway Wealth Partners
Wisconsin
$1.17M 23,369 -2,328 -9%
OBWG
44
Onyx Bridge Wealth Group
New York
$1.13M 22,660 +22,660 New
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.06M 21,227 +590 +3%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$953K 19,086 -722 -4%
SWP
47
Stratos Wealth Partners
Ohio
$909K 18,206 +848 +5%
IF
48
Intrua Financial
Texas
$810K 16,228 -1,943 -11%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$793K 15,949 +11,473 +256%
SI
50
Stephens Inc
Arkansas
$760K 15,224 -848 -5%
1
2
3 4 5