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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

100 hedge funds and large institutions have $872M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
54
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.2M
2
Morgan Stanley
Morgan Stanley
New York
+$35M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$29.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.6M
5
LPL Financial
LPL Financial
California
+$12.7M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.1M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.2M
3
AIC
Ameritas Investment Company
Nebraska
-$717K
4
TFS
Thoroughbred Financial Services
Tennessee
-$706K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$960K +$641K +16,920 +201%
BTS
52
BB&T Securities
Virginia
$940K +$605K +15,974 +181%
B
53
Bellecapital
Switzerland
$909K – – –
MIAN
54
Mariner Independent Advisor Network
Kansas
$892K +$223K +5,834 +33%
AIP
55
Almanack Investment Partners
Pennsylvania
$887K +$887K +23,408 New
LFAS
56
Level Four Advisory Services
Texas
$841K +$471K +12,435 +128%
LWAC
57
Laurel Wealth Advisors (California)
California
$699K +$241K +6,354 +53%
DIA
58
Dana Investment Advisors
Wisconsin
$694K +$41.3K +1,091 +6%
Citigroup
59
Citigroup
New York
$670K +$13.5K +357 +2%
MML Investors Services
60
MML Investors Services
Massachusetts
$640K +$126K +3,319 +24%
LNC
61
Lincoln National Corp
Pennsylvania
$573K +$573K +15,121 New
KMWM
62
Keudell/Morrison Wealth Management
Oregon
$497K +$497K +13,130 New
MWM
63
Meridian Wealth Management
Kentucky
$423K -$94.6K -2,500 -18%
RA
64
RFG Advisory
Alabama
$421K +$7.56K +200 +2%
NA
65
NewEdge Advisors
Louisiana
$413K +$117K +3,075 +39%
BRWM
66
B. Riley Wealth Management
Tennessee
$390K +$390K +10,300 New
TVAMP
67
Tennessee Valley Asset Management Partners
Tennessee
$380K – – –
SMC
68
Smith, Moore & Co
Missouri
$369K -$8.56K -226 -2%
RJT
69
Raymond James Trust
Florida
$366K -$19.4K -511 -5%
FHC
70
First Heartland Consultants
Missouri
$332K -$5.61K -148 -2%
CA
71
Cetera Advisors
Colorado
$327K -$5.69K -150 -2%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$311K -$2.1M -55,423 -87%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$303K -$467K -12,321 -61%
Mariner
74
Mariner
Kansas
$303K +$303K +8,000 New
IWC
75
Integrated Wealth Concepts
Massachusetts
$247K +$247K +6,509 New
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3
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