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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $293M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
44
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.14M
2
AF
Allworth Financial
California
+$1.42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$775K
4
Osaic Holdings
Osaic Holdings
Arizona
+$712K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$483K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.22M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$4.91M
3
BFF
Byrne Financial Freedom
Massachusetts
-$2.72M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.93M
5
GS
GTS Securities
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$572K -$179K -3,665 -24%
GWM
52
Geneos Wealth Management
Colorado
$534K +$284K +5,813 +113%
IA
53
IFG Advisory
Georgia
$506K +$2.69K +55 +0.5%
SW
54
Simplicity Wealth
New Jersey
$489K – – –
IAIM
55
International Assets Investment Management
Florida
$450K -$11.3K -231 -2%
FHA
56
Flagship Harbor Advisors
Massachusetts
$410K -$4.74K -97 -1%
SIA
57
Soltis Investment Advisors
Utah
$386K +$386K +7,909 New
Comerica Bank
58
Comerica Bank
Texas
$382K +$3.81K +78 +1%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$365K +$12K +246 +3%
ALA
60
Atlas Legacy Advisors
California
$362K -$2.49K -51 -0.7%
APW
61
Aurora Private Wealth
New Jersey
$338K +$3.42K +70 +1%
MCC
62
Money Concepts Capital
Florida
$337K +$18.8K +385 +6%
PFG
63
Prosperity Financial Group
California
$336K +$126K +2,577 +60%
PIA
64
Perennial Investment Advisors
California
$335K +$77K +1,578 +30%
TLA
65
Tanglewood Legacy Advisors
Texas
$314K -$1.01M -20,597 -76%
SF
66
Summit Financial
New Jersey
$295K +$295K +6,040 New
GS
67
GTS Securities
New York
$290K -$1.31M -26,743 -82%
LA
68
Lifeworks Advisors
Michigan
$282K – – –
Citadel Advisors
69
Citadel Advisors
Florida
$270K +$270K +5,540 New
Creative Planning
70
Creative Planning
Kansas
$268K -$9.72K -199 -4%
MCCP
71
Mission Creek Capital Partners
California
$261K – – –
SCA
72
Snowden Capital Advisors
New York
$259K – – –
EF
73
Elite Financial
Idaho
$250K +$2.05K +42 +0.8%
CA
74
Carson Advisory
Georgia
$249K – – –
IA
75
Integrity Alliance
Iowa
$243K +$243K +4,970 New
1 2
3
4 5