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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

121 hedge funds and large institutions have $302M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.19M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.67M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
OBWG
4
Onyx Bridge Wealth Group
New York
$2.8M
5
GS
5
GTS Securities
New York
$1.58M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
AF
2
Allworth Financial
California
$1.01M
3
LPL Financial
3
LPL Financial
California
$25.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
Stephens Inc
Arkansas
$735K 15,226 +2 +0%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$654K 13,534 – –
HA
53
Herold Advisors
New York
$593K 12,291 +4 +0%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$574K 11,887 +198 +2%
IA
55
IFG Advisory
Georgia
$497K 10,303 -1,092 -10%
SW
56
Simplicity Wealth
New Jersey
$484K 10,022 – –
ATS
57
Ashton Thomas Securities
New York
$458K 9,486 +30 +0.3%
IAIM
58
International Assets Investment Management
Florida
$457K 9,458 +9,458 New
FHA
59
Flagship Harbor Advisors
Massachusetts
$410K 8,502 +119 +1%
Comerica Bank
60
Comerica Bank
Texas
$373K 7,740 -1,357 -15%
ALA
61
Atlas Legacy Advisors
California
$361K 7,476 +7,476 New
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$349K 7,236 -981 -12%
APW
63
Aurora Private Wealth
New Jersey
$331K 6,852 +71 +1%
MCC
64
Money Concepts Capital
Florida
$315K 6,520 -30 -0.5%
SA
65
Sanctuary Advisors
Indiana
$304K 6,096 -208 -3%
LA
66
Lifeworks Advisors
Michigan
$279K 5,782 – –
TRCT
67
Tower Research Capital (TRC)
New York
$279K 5,775 +5,497 +1,977%
Creative Planning
68
Creative Planning
Kansas
$274K 5,681 +200 +4%
MCCP
69
Mission Creek Capital Partners
California
$258K 5,341 – –
SCA
70
Snowden Capital Advisors
New York
$256K 5,313 – –
PIA
71
Perennial Investment Advisors
California
$255K 5,275 +628 +14%
PMG
72
ProVise Management Group
Florida
$250K 5,191 – –
GWM
73
Geneos Wealth Management
Colorado
$247K 5,125 +175 +4%
CA
74
Carson Advisory
Georgia
$246K 5,100 – –
IAA
75
Independent Advisor Alliance
North Carolina
$245K 5,080 +5,080 New
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3
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