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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

114 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$12.1M
2
LPL Financial
LPL Financial
California
$27.9M
3
Morgan Stanley
Morgan Stanley
New York
$50.2M
4
Ameriprise
Ameriprise
Minnesota
$10.5M
5
SW
Simplicity Wealth
New Jersey
$1.44M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$1.98M -$44.9K -939 -2%
P
27
&Partners
Tennessee
$1.89M +$8.76K +183 +0.5%
WANY
28
Wealthspire Advisors (New York)
New York
$1.86M – – –
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.65M -$66.7K -1,394 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.62M -$244K -5,097 -13%
Truist Financial
31
Truist Financial
North Carolina
$1.55M -$375K -7,837 -19%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.53M -$581K -12,132 -27%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.47M +$17.7K +369 +1%
SW
34
Simplicity Wealth
New Jersey
$1.44M +$959K +20,044 +200%
NA
35
NewEdge Advisors
Louisiana
$1.35M +$2.44K +51 +0.2%
EH
36
Equitable Holdings
New York
$1.3M +$8.66K +181 +0.7%
WWA
37
WCG Wealth Advisors
Nevada
$1.21M +$12.1K +253 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.19M -$260K -5,435 -18%
GWP
39
Gateway Wealth Partners
Wisconsin
$1.15M +$59.6K +1,246 +5%
KWA
40
Kingswood Wealth Advisors
California
$1.09M – – –
SWP
41
Stratos Wealth Partners
Ohio
$851K -$67.8K -1,416 -7%
IA
42
Integrity Alliance
Iowa
$799K +$561K +11,734 +236%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$797K -$94.2K -1,968 -11%
Goldman Sachs
44
Goldman Sachs
New York
$772K -$661K -13,811 -46%
ATS
45
Ashton Thomas Securities
New York
$723K +$1.39K +29 +0.2%
SI
46
Stephens Inc
Arkansas
$718K – – –
IF
47
Intrua Financial
Texas
$695K +$12.5K +261 +2%
CIA
48
Concurrent Investment Advisors
Florida
$695K +$695K +14,516 New
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$648K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$628K +$53.2K +1,112 +9%
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