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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

103 hedge funds and large institutions have $238M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.64M
5
CB
5
Cadence Bank
Mississippi
$5.25M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$2.38M
2
Bank of America
2
Bank of America
North Carolina
$24.2M
3
EH
3
Equitable Holdings
New York
$10.7M
4
WANY
4
Wealthspire Advisors (New York)
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
51
Flaharty Asset Management
Florida
$345K 8,197 -2,868 -26%
MA
52
MONECO Advisors
Connecticut
$341K 8,079 +4 +0%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$325K 7,714 +7,714 New
RG
54
Retirement Group
California
$323K 7,660 -600 -7%
II
55
Inspire Investing
Idaho
$323K 7,662 – –
Goldman Sachs
56
Goldman Sachs
New York
$312K 7,409 – –
GIA
57
Gladstone Institutional Advisory
Florida
$304K 7,201 -113 -2%
IF
58
Intrua Financial
Texas
$291K 6,907 +41 +0.6%
CA
59
Cetera Advisors
Colorado
$287K 6,797 -2,094 -24%
NFG
60
Next Financial Group
Texas
$274K 6,509 +1,941 +42%
MCCP
61
Mission Creek Capital Partners
California
$265K 6,286 -647 -9%
APW
62
Aurora Private Wealth
New Jersey
$252K 5,984 -533 -8%
CFGS
63
Concourse Financial Group Securities
Alabama
$247K 5,853 -70 -1%
CWM
64
Centric Wealth Management
Illinois
$225K 5,348 – –
RJT
65
Raymond James Trust
Florida
$225K 5,346 – –
EFS
66
Essex Financial Services
Connecticut
$224K 5,305 – –
CA
67
Carson Advisory
Georgia
$223K 5,300 +5,300 New
Creative Planning
68
Creative Planning
Kansas
$220K 5,223 – –
AWC
69
Adamsbrown Wealth Consultants
Kansas
$216K 5,119 +5,119 New
FCA
70
FinTrust Capital Advisors
South Carolina
$214K 5,066 -61 -1%
SPIA
71
Steward Partners Investment Advisory
New York
$179K 4,250 – –
GWM
72
Geneos Wealth Management
Colorado
$157K 3,744 +77 +2%
HI
73
Hudock Inc
Pennsylvania
$144K 3,427 – –
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$128K 3,036 +1,581 +109%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$128K 3,043 +3,043 New
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3
4 5