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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

100 hedge funds and large institutions have $872M invested in Invesco S&P Ultra Dividend Revenue ETF in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+12
Holders Change %
+13.64%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
21
Increased
54
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$47.2M
2
Morgan Stanley
Morgan Stanley
New York
+$35M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$29.8M
4
Ameriprise
Ameriprise
Minnesota
+$29.6M
5
LPL Financial
LPL Financial
California
+$12.7M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.1M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.2M
3
AIC
Ameritas Investment Company
Nebraska
-$717K
4
TFS
Thoroughbred Financial Services
Tennessee
-$706K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$467K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Anchor Investment Management
South Carolina
$224K – – –
HI
77
Hudock Inc
Pennsylvania
$206K +$63.5K +1,679 +45%
CWM
78
Centric Wealth Management
Illinois
$204K +$204K +5,386 New
FCA
79
FinTrust Capital Advisors
South Carolina
$188K +$58.8K +1,547 +45%
SMFS
80
Squar Milner Financial Services
California
$153K – – –
Fidelity Investments
81
Fidelity Investments
Massachusetts
$117K +$117K +3,075 +43,929%
TF
82
Tompkins Financial
New York
$100K – – –
Bessemer Group
83
Bessemer Group
New Jersey
$93K +$93K +2,442 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$52K +$52K +1,250 New
GSWM
85
Golden State Wealth Management
California
$49K +$49K +1,300 New
US Bancorp
86
US Bancorp
Minnesota
$41K +$20.3K +535 +99%
TFGT
87
TS Financial Group (TSFG)
Illinois
$40K +$40K +1,055 New
SWM
88
SeaCrest Wealth Management
New York
$38K -$38K -1,000 -50%
CF
89
Centaurus Financial
California
$23.7K +$19.6K +741 +469%
ACS
90
Archford Capital Strategies
Illinois
$23K – – –
ESB
91
Essex Savings Bank
Connecticut
$15K – – –
CAL
92
Capital Analysts LLC
Pennsylvania
$15K – – –
BWL
93
Bogart Wealth LLC
Virginia
$15K +$15K +408 New
WEC
94
Winslow Evans & Crocker
Massachusetts
$10K – – –
FANJ
95
Financial Architects (New Jersey)
New Jersey
$8K +$2K +50 +33%
LPWM
96
Lake Point Wealth Management
Texas
$8K +$8K +203 New
TRCT
97
Tower Research Capital (TRC)
New York
$5K +$5K +140 New
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$3K +$3K +80 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$2K +$49 +1 +3%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$325 +$325 +8,572 New
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