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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

120 hedge funds and large institutions have $348M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
55
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$8.48M
2
Bank of America
Bank of America
North Carolina
+$3.47M
3
LPL Financial
LPL Financial
California
+$2.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
PS
Portfolio Strategies
New York
-$24.5M
2
KWM
KFG Wealth Management
Indiana
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.79M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
PIN
Prudent Investors Network
California
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$602K +$595K +14,454 +8,707%
IA
52
IFG Advisory
Georgia
$569K -$11.4K -278 -2%
US Bancorp
53
US Bancorp
Minnesota
$561K +$179K +4,352 +47%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$528K – – –
CA
55
Cetera Advisors
Colorado
$494K +$13.5K +328 +3%
AWA
56
Arete Wealth Advisors
Illinois
$478K +$30K +730 +7%
MIH
57
Meitav Investment House
Israel
$462K – – –
CAN
58
Cetera Advisor Networks
California
$445K +$37.6K +913 +9%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$445K +$106K +2,568 +31%
SWP
60
Stratos Wealth Partners
Ohio
$436K -$58.5K -1,421 -12%
RG
61
Retirement Group
California
$410K – – –
AA
62
Advisory Alpha
Michigan
$351K +$104K +2,537 +42%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$338K -$741 -18 -0.2%
IWC
64
Integrated Wealth Concepts
Massachusetts
$334K +$334K +8,127 New
WCM
65
WealthBridge Capital Management
Ohio
$306K +$28K +681 +10%
PMG
66
ProVise Management Group
Florida
$296K +$38.6K +939 +15%
ASN
67
Advisory Services Network
Georgia
$284K +$75.3K +1,830 +36%
FHA
68
Flagship Harbor Advisors
Massachusetts
$282K +$41 +1 +0%
SG
69
StoneX Group
New York
$268K +$72.6K +1,765 +37%
GWM
70
Geneos Wealth Management
Colorado
$266K -$6.17K -150 -2%
CL
71
Choreo LLC
Illinois
$266K +$266K +6,460 New
MCCP
72
Mission Creek Capital Partners
California
$261K +$411 +10 +0.2%
MA
73
MONECO Advisors
Connecticut
$249K -$53K -1,288 -18%
CAG
74
Csenge Advisory Group
Florida
$238K +$1.36K +33 +0.6%
SIA
75
SkyView Investment Advisors
New Jersey
$232K – – –
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3
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