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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

88 hedge funds and large institutions have $553M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+23
Holders Change %
+35.38%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
35
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$38.7M
2
Morgan Stanley
Morgan Stanley
New York
+$37.6M
3
Ameriprise
Ameriprise
Minnesota
+$36.3M
4
Wells Fargo
Wells Fargo
California
+$27.8M
5
UBS Group
UBS Group
Switzerland
+$18.3M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.3M
2
GA
Gateway Advisory
New Jersey
-$1.76M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$958K
4
PAG
Private Advisory Group
Washington
-$792K
5
NFG
Noven Financial Group
Colorado
-$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$18K +$18K +543 New
CAL
77
Capital Analysts LLC
Pennsylvania
$13K +$13K +400 New
ESB
78
Essex Savings Bank
Connecticut
$13K +$13K +400 New
FHA
79
Flagship Harbor Advisors
Massachusetts
$10K +$10K +300 New
WEC
80
Winslow Evans & Crocker
Massachusetts
$8K – – –
CFA
81
Carroll Financial Associates
North Carolina
$5K – – –
FANJ
82
Financial Architects (New Jersey)
New Jersey
$5K +$2K +60 +67%
PCG
83
Private Capital Group
Connecticut
$3K – – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$1K +$1K +40 New
NA
85
NewEdge Advisors
Louisiana
$262 +$58 +1,739 +29%
CF
86
Centaurus Financial
California
$5 +$5 +158 New
RJFSA
87
Raymond James Financial Services Advisors
Florida
– -$14.3M -372,079 Closed
PAG
88
Private Advisory Group
Washington
– -$792K -20,899 Closed
NFG
89
Noven Financial Group
Colorado
– -$674K -17,487 Closed
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$510K -13,221 Closed
FF
91
Friedenthal Financial
New Jersey
– -$494K -12,820 Closed
CWM
92
Cornerstone Wealth Management
Missouri
– -$277K -9,511 Closed
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
– -$314K -8,141 Closed
BWP
94
Baldwin Wealth Partners
Massachusetts
– -$58K -1,504 Closed
SPIA
95
Steward Partners Investment Advisory
New York
– -$27K -700 Closed
WF
96
WealthTrust Fairport
Ohio
– -$16K -417 Closed
SIS
97
Sound Income Strategies
Florida
– -$15K -400 Closed
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