RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

110 hedge funds and large institutions have $230M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
40
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Cetera Advisors
Colorado
$420K +$9.71K +261 +2%
MIH
52
Meitav Investment House
Israel
$420K
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$413K +$413K +11,104 New
RG
54
Retirement Group
California
$362K
CAN
55
Cetera Advisor Networks
California
$337K -$38.8K -1,044 -10%
PFS
56
Prospera Financial Services
Texas
$328K -$16K -429 -5%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$328K +$20.3K +546 +7%
IWC
58
Integrated Wealth Concepts
Massachusetts
$302K +$37 +1 +0%
KAS
59
Kestra Advisory Services
Texas
$299K -$284K -7,631 -49%
RJT
60
Raymond James Trust
Florida
$284K +$90.7K +2,437 +47%
Goldman Sachs
61
Goldman Sachs
New York
$268K -$282K -7,584 -51%
PMG
62
ProVise Management Group
Florida
$267K -$5.13K -138 -2%
CRWM
63
Castle Rock Wealth Management
California
$263K +$1.41K +39 +0.5%
FHA
64
Flagship Harbor Advisors
Massachusetts
$251K
APW
65
Aurora Private Wealth
New Jersey
$246K +$3.12K +84 +1%
WCM
66
WealthBridge Capital Management
Ohio
$244K +$3.16K +85 +1%
MCCP
67
Mission Creek Capital Partners
California
$236K +$36.5K +981 +18%
GWM
68
Geneos Wealth Management
Colorado
$230K -$9.3K -250 -4%
LA
69
Lifeworks Advisors
Michigan
$215K +$215K +5,782 New
FEM
70
Fulcrum Equity Management
Texas
$214K +$2.79K +75 +1%
Comerica Bank
71
Comerica Bank
Texas
$190K +$190K +5,113 New
ICM
72
Intrepid Capital Management
Florida
$139K
PTC
73
Private Trust Company
Ohio
$103K -$8.18K -220 -7%
RA
74
Rise Advisors
New York
$103K +$1.04K +28 +1%
SWM
75
Sanctuary Wealth Management
Idaho
$97.7K +$22.5K +604 +30%