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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $294M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
47
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$12.1M
2
LPL Financial
2
LPL Financial
California
$27.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$50.2M
4
Ameriprise
4
Ameriprise
Minnesota
$10.5M
5
SW
5
Simplicity Wealth
New Jersey
$1.44M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
2
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$230K 4,809 -504 -9%
PMG
77
ProVise Management Group
Florida
$229K 4,784 -181 -4%
TRCT
78
Tower Research Capital (TRC)
New York
$160K 3,339 +3,150 +1,667%
RA
79
Rise Advisors
New York
$149K 3,110 +25 +0.8%
PTC
80
Private Trust Company
Ohio
$123K 2,565 +105 +4%
CIA
81
Cape Investment Advisory
Georgia
$109K 2,285 -250 -10%
CBT
82
Crews Bank & Trust
Florida
$108K 2,250 – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$103K 2,145 -629 -23%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$101K 2,108 +450 +27%
NFSG
85
Newbridge Financial Services Group
Florida
$98.1K 2,050 – –
CIAS
86
Capital Investment Advisory Services
North Carolina
$97.2K 2,031 – –
EWA
87
EverSource Wealth Advisors
Alabama
$61.7K 1,290 – –
FCT
88
First Community Trust
Iowa
$52.6K 1,100 – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$52.4K 1,096 – –
TFGT
90
TS Financial Group (TSFG)
Illinois
$50K 1,055 – –
Citigroup
91
Citigroup
New York
$47.9K 1,000 – –
CTA
92
Colonial Trust Advisors
South Carolina
$40.7K 850 – –
TSMHT
93
Thurston Springer Miller Herd & Titak
Indiana
$34.7K 725 – –
SMA
94
Sage Mountain Advisors
Georgia
$27.4K 573 – –
AIM
95
Anchor Investment Management
South Carolina
$27.3K 570 – –
NSIM
96
North Star Investment Management
Illinois
$23.9K 500 – –
CAL
97
Capital Analysts LLC
Pennsylvania
$19K 404 – –
AAP
98
Arax Advisory Partners
Colorado
$18K 376 +4 +1%
SWA
99
SOA Wealth Advisors
New York
$16.9K 353 +4 +1%
HI
100
Harbour Investments
Wisconsin
$16.4K 342 -59 -15%
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4
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