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Invesco S&P Ultra Dividend Revenue ETF
RDIV

116 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 115 → 116 (+1)

1% more capital invested

Capital invested by funds: $293M → $295M (+$1.99M)

0.42% more ownership

Funds ownership: 37.3% → 37.72% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% 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
11
Increased
48
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$10.1M
2
LPL Financial
LPL Financial
California
+$3.04M
3
Morgan Stanley
Morgan Stanley
New York
+$1.09M
4
Ameriprise
Ameriprise
Minnesota
+$1.04M
5
SW
Simplicity Wealth
New Jersey
+$932K

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$3.36M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.4M
3
AWS
Atria Wealth Solutions
New York
-$1.33M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.29M
5
HighTower Advisors
HighTower Advisors
Illinois
-$948K
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
51
Herold Advisors
New York
$605K +$14.8K +319 +3%
KAS
52
Kestra Advisory Services
Texas
$536K -$23.9K -514 -4%
IA
53
IFG Advisory
Georgia
$494K -$1.91K -41 -0.4%
PFG
54
Prosperity Financial Group
California
$459K +$126K +2,700 +39%
QCM
55
QRG Capital Management
Illinois
$453K +$440K +9,458 New
IAIM
56
International Assets Investment Management
Florida
$449K +$6.84K +147 +2%
MA
57
Mutual Advisors
Nebraska
$416K +$389K +8,370 New
FHA
58
Flagship Harbor Advisors
Massachusetts
$402K -$186 -4 -0%
Comerica Bank
59
Comerica Bank
Texas
$375K +$930 +20 +0.3%
MCC
60
Money Concepts Capital
Florida
$367K +$35.5K +764 +11%
ALA
61
Atlas Legacy Advisors
California
$354K -$1.72K -37 -0.5%
SA
62
Sanctuary Advisors
Indiana
$347K +$977 +21 +0.3%
PIA
63
Perennial Investment Advisors
California
$339K +$10.7K +231 +3%
GS
64
GTS Securities
New York
$337K +$51.1K +1,098 +18%
APW
65
Aurora Private Wealth
New Jersey
$335K +$3.21K +69 +1%
SPIA
66
Steward Partners Investment Advisory
New York
$329K +$205K +4,403 +177%
KPWS
67
Kestra Private Wealth Services
Texas
$323K +$314K +6,745 New
IA
68
IFP Advisors
Florida
$319K +$308K +6,614 +12,969%
SF
69
Summit Financial
New Jersey
$315K +$25K +538 +9%
TLA
70
Tanglewood Legacy Advisors
Texas
$306K -$2K -43 -0.7%
MCCP
71
Mission Creek Capital Partners
California
$256K – – –
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
$252K -$103K -2,216 -30%
EF
73
Elite Financial
Idaho
$250K +$1.86K +40 +0.8%
PFS
74
Prospera Financial Services
Texas
$249K +$242K +5,197 New
GWM
75
Geneos Wealth Management
Colorado
$247K -$269K -5,782 -53%
1 2
3
4 5

RDIV Hedge Fund Activity: Q2 2025 in Review

116 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q2 2025, worth a combined $295M — up 0.68% from $293M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RDIV positions and 10 closed out — a net gain of 1 holder — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Stifel Financial, adding an estimated $10.1M. The largest seller was Private Advisor Group, cutting an estimated $3.36M.

  • 116 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $295M of Invesco S&P Ultra Dividend Revenue ETF stock for Q2 2025, up 0.68% quarter-over-quarter.
  • 11 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q2 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q2 2025 was Stifel Financial, an estimated $10.1M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q2 2025 was Private Advisor Group, an estimated $3.36M sold.

Based on aggregated 13F filings for Q2 2025.