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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

95 hedge funds and large institutions have $267M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-30
Holders Change %
-24%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
45
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
3
OMC
Old Mission Capital
Illinois
+$1.4M
4
TRCT
Tower Research Capital (TRC)
New York
+$683K
5
XS
XR Securities
Illinois
+$634K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35M
2
Ameriprise
Ameriprise
Minnesota
-$28M
3
Wells Fargo
Wells Fargo
California
-$22.4M
4
Bank of America
Bank of America
North Carolina
-$18.7M
5
UBS Group
UBS Group
Switzerland
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
76
TS Financial Group (TSFG)
Illinois
$24K – – –
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$24K +$24K +1,019 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$23K +$23K +1,000 New
BWL
79
Bogart Wealth LLC
Virginia
$20K -$20.6K -878 -51%
US Bancorp
80
US Bancorp
Minnesota
$14K -$21K -920 -60%
CAL
81
Capital Analysts LLC
Pennsylvania
$14K -$22 -1 -0.2%
TF
82
Tompkins Financial
New York
$13K -$1.3K -56 -9%
NEIRG
83
New England Investment & Retirement Group
Massachusetts
$12K -$4.6M -190,311 -100%
SFS
84
Sowell Financial Services
Arkansas
$10K +$675 +28 +7%
HIA
85
Harbor Investment Advisory
Maryland
$7K – – –
AAP
86
Arax Advisory Partners
Colorado
$7K +$70 +3 +1%
FANJ
87
Financial Architects (New Jersey)
New Jersey
$6K +$1.95K +82 +48%
LPWM
88
Lake Point Wealth Management
Texas
$5K – – –
WQ
89
Wealth Quarterback
New Jersey
$4.81K +$46 +2 +1%
MM
90
Main Management
California
$4K +$4K +155 New
VNA
91
Valley National Advisers
Pennsylvania
$3K +$3K +139 New
WEC
92
Winslow Evans & Crocker
Massachusetts
$2K – – –
GRP
93
Global Retirement Partners
California
$2K – – –
TI
94
tru Independence
Oregon
$583 +$582 +29,322 +58,644%
MAFM
95
Mid Atlantic Financial Management
Pennsylvania
– -$11.7M -296,205 Closed
AIP
96
Almanack Investment Partners
Pennsylvania
– -$5.49M -139,074 Closed
AWA
97
Arete Wealth Advisors
Illinois
– -$4.38M -110,971 Closed
IAA
98
Independent Advisor Alliance
North Carolina
– -$3.22M -81,608 Closed
ACM
99
AlphaStar Capital Management
North Carolina
– -$2.35M -59,590 Closed
GA
100
Gateway Advisory
New Jersey
– -$1.76M -44,505 Closed
2 3
4
5 6