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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

95 hedge funds and large institutions have $267M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-30
Holders Change %
-24%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
45
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
3
OMC
Old Mission Capital
Illinois
+$1.4M
4
TRCT
Tower Research Capital (TRC)
New York
+$683K
5
XS
XR Securities
Illinois
+$634K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35M
2
Ameriprise
Ameriprise
Minnesota
-$28M
3
Wells Fargo
Wells Fargo
California
-$22.4M
4
Bank of America
Bank of America
North Carolina
-$18.7M
5
UBS Group
UBS Group
Switzerland
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
51
Essex Financial Services
Connecticut
$343K +$225K +9,684 +190%
LNC
52
Lincoln National Corp
Pennsylvania
$306K -$67.1K -2,892 -18%
CA
53
Cetera Advisors
Colorado
$284K -$169K -7,286 -37%
Citigroup
54
Citigroup
New York
$263K -$65.6K -2,823 -20%
IWC
55
Integrated Wealth Concepts
Massachusetts
$257K -$49.2K -2,123 -16%
CW
56
CreativeOne Wealth
Kansas
$253K +$34.4K +1,483 +16%
RJT
57
Raymond James Trust
Florida
$244K – – –
WI
58
Wintrust Investments
Illinois
$228K -$267K -11,550 -54%
MCCP
59
Mission Creek Capital Partners
California
$226K +$348 +15 +0.2%
SMC
60
Smith, Moore & Co
Missouri
$216K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$170K -$26.5K -1,145 -13%
CFGS
62
Concourse Financial Group Securities
Alabama
$158K +$3.5K +151 +2%
FCA
63
FinTrust Capital Advisors
South Carolina
$149K +$14.2K +612 +11%
AIM
64
Anchor Investment Management
South Carolina
$139K – – –
HI
65
Hudock Inc
Pennsylvania
$132K +$4.94K +213 +4%
HGWM
66
Harvest Group Wealth Management
Massachusetts
$119K -$3.79M -164,656 -97%
IA
67
IFP Advisors
Florida
$109K -$850K -34,937 -89%
GWM
68
Geneos Wealth Management
Colorado
$106K +$4.96K +216 +5%
NFG
69
Next Financial Group
Texas
$78K +$21.8K +936 +39%
SL
70
Savior LLC
Massachusetts
$70K – – –
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$56K +$11.5K +500 +26%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$52K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$31K -$27K -1,150 -47%
CIAS
74
Capital Investment Advisory Services
North Carolina
$25K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$25K +$25K +1,081 New
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3
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