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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

109 hedge funds and large institutions have $272M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
41
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.78M
2
Ameriprise
2
Ameriprise
Minnesota
$3.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.05M
4
Bank of America
4
Bank of America
North Carolina
$24.4M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$31.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
UBS Group
2
UBS Group
Switzerland
$4.49M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
EH
4
Equitable Holdings
New York
$1.57M
5
EFG
5
Ethos Financial Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$429K +$98.1K +2,141 +30%
Comerica Bank
52
Comerica Bank
Texas
$417K -$36K -786 -8%
FHA
53
Flagship Harbor Advisors
Massachusetts
$365K +$55.4K +1,209 +18%
RJT
54
Raymond James Trust
Florida
$336K -$236K -5,153 -41%
GS
55
GTS Securities
New York
$323K +$40.7K +888 +14%
CAN
56
Cetera Advisor Networks
California
$318K +$229 +5 +0.1%
Two Sigma Investments
57
Two Sigma Investments
New York
$312K +$312K +6,800 New
IAIM
58
International Assets Investment Management
Florida
$308K -$24.3K -534 -7%
APW
59
Aurora Private Wealth
New Jersey
$308K +$3.33K +73 +1%
Envestnet Portfolio Solutions
60
Envestnet Portfolio Solutions
Illinois
$307K +$64.3K +1,404 +27%
PMG
61
ProVise Management Group
Florida
$299K – – –
KAS
62
Kestra Advisory Services
Texas
$287K -$3.03K -66 -1%
FEM
63
Fulcrum Equity Management
Texas
$269K +$2.98K +65 +1%
LA
64
Lifeworks Advisors
Michigan
$265K – – –
GWM
65
Geneos Wealth Management
Colorado
$264K -$8.89K -194 -3%
GA
66
Gateway Advisory
New Jersey
$254K +$254K +5,544 New
MCCP
67
Mission Creek Capital Partners
California
$245K -$45.8K -1,000 -16%
SCA
68
Snowden Capital Advisors
New York
$244K +$27.5K +600 +13%
Creative Planning
69
Creative Planning
Kansas
$236K +$26.1K +569 +12%
WCM
70
WealthBridge Capital Management
Ohio
$234K +$2.61K +57 +1%
CA
71
Carson Advisory
Georgia
$234K – – –
EFS
72
Essex Financial Services
Connecticut
$219K -$18.3K -400 -8%
TRCT
73
Tower Research Capital (TRC)
New York
$219K +$135K +2,940 +160%
PTC
74
Private Trust Company
Ohio
$135K – – –
RA
75
Rise Advisors
New York
$129K +$1.15K +25 +0.9%
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3
4 5