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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

121 hedge funds and large institutions have $302M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.19M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.67M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
OBWG
4
Onyx Bridge Wealth Group
New York
$2.8M
5
GS
5
GTS Securities
New York
$1.58M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
AF
2
Allworth Financial
California
$1.01M
3
LPL Financial
3
LPL Financial
California
$25.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
WANY
26
Wealthspire Advisors (New York)
New York
$1.85M 38,403 +403 +1%
JWCA
27
J.W. Cole Advisors
Florida
$1.78M 36,953 +469 +1%
P
28
&Partners
Tennessee
$1.76M 36,386 -2,057 -5%
Stifel Financial
29
Stifel Financial
Missouri
$1.76M 36,524 +9,205 +34%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.72M 35,595 -350 -1%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.65M 34,164 +517 +2%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.58M 32,695 -1,346 -4%
GS
33
GTS Securities
New York
$1.58M 32,692 +32,692 New
Truist Financial
34
Truist Financial
North Carolina
$1.5M 31,032 -3,958 -11%
Goldman Sachs
35
Goldman Sachs
New York
$1.43M 29,671 +24,209 +443%
EH
36
Equitable Holdings
New York
$1.37M 28,299 -3,505 -11%
WWA
37
WCG Wealth Advisors
Nevada
$1.35M 28,055 +11 +0%
NA
38
NewEdge Advisors
Louisiana
$1.35M 27,938 +54 +0.2%
AWS
39
Atria Wealth Solutions
New York
$1.34M 27,690 +272 +1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.31M 27,189 +22,725 +509%
TLA
41
Tanglewood Legacy Advisors
Texas
$1.3M 27,030 – –
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.26M 26,056 -4,979 -16%
GWP
43
Gateway Wealth Partners
Wisconsin
$1.11M 23,005 -364 -2%
KWA
44
Kingswood Wealth Advisors
California
$1.1M 22,894 -909 -4%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$1.1M 22,854 +6,905 +43%
AF
46
Allworth Financial
California
$1.01M 20,575 -49,141 -70%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$914K 18,944 -2,283 -11%
SWP
48
Stratos Wealth Partners
Ohio
$905K 18,758 +552 +3%
IF
49
Intrua Financial
Texas
$775K 16,064 -164 -1%
KAS
50
Kestra Advisory Services
Texas
$742K 15,378 -8,050 -34%
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