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Invesco S&P Ultra Dividend Revenue ETF

116 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, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 115116 (+1)

1% more capital invested

Capital invested by funds: $293M → $295M (+$1.99M)

0.42% more ownership

Funds ownership: 37.3%37.72% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% 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
48
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.98M -$43.7K -939 -2%
P
27
&Partners
Tennessee
$1.89M +$8.51K +183 +0.5%
WANY
28
Wealthspire Advisors (New York)
New York
$1.86M
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.65M -$64.8K -1,394 -4%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$1.62M -$237K -5,097 -13%
Truist Financial
31
Truist Financial
North Carolina
$1.55M -$364K -7,837 -19%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.53M -$564K -12,132 -27%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.47M +$17.2K +369 +1%
SW
34
Simplicity Wealth
New Jersey
$1.44M +$932K +20,044 +200%
NA
35
NewEdge Advisors
Louisiana
$1.35M +$2.37K +51 +0.2%
EH
36
Equitable Holdings
New York
$1.3M +$8.42K +181 +0.7%
WWA
37
WCG Wealth Advisors
Nevada
$1.21M +$11.8K +253 +1%
MML Investors Services
38
MML Investors Services
Massachusetts
$1.19M -$253K -5,435 -18%
GWP
39
Gateway Wealth Partners
Wisconsin
$1.15M +$57.9K +1,246 +5%
KWA
40
Kingswood Wealth Advisors
California
$1.09M
SWP
41
Stratos Wealth Partners
Ohio
$851K -$65.9K -1,416 -7%
IA
42
Integrity Alliance
Iowa
$799K +$546K +11,734 +236%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$797K -$91.5K -1,968 -11%
Goldman Sachs
44
Goldman Sachs
New York
$772K -$642K -13,811 -46%
ATS
45
Ashton Thomas Securities
New York
$723K +$1.35K +29 +0.2%
SI
46
Stephens Inc
Arkansas
$718K
IF
47
Intrua Financial
Texas
$695K +$12.1K +261 +2%
CIA
48
Concurrent Investment Advisors
Florida
$695K +$675K +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 +$51.7K +1,112 +9%

RDIV Hedge Fund Activity: Q2 2025 in Review

116 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q2 2025, worth a combined $295M — up 0.68% from $293M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RDIV positions and 10 closed out — a net gain of 1 holder — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Stifel Financial, adding an estimated $10.1M. The largest seller was Private Advisor Group, cutting an estimated $3.36M.

  • 116 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $295M of Invesco S&P Ultra Dividend Revenue ETF stock for Q2 2025, up 0.68% quarter-over-quarter.
  • 11 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q2 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q2 2025 was Stifel Financial, an estimated $10.1M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q2 2025 was Private Advisor Group, an estimated $3.36M sold.

Based on aggregated 13F filings for Q2 2025.