Invesco S&P Ultra Dividend Revenue ETF
RDIV
91 hedge funds and large institutions have $225M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $195M → $225M (+$30.1M)
7% more funds holding
Funds holding: 85 → 91 (+6)
0.58% more ownership
Funds ownership: 31.63% → 32.22% (+0.58%)
35% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$3.36M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.11M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$2.94M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.35M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.48M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.15M |
| 3 |
Morgan Stanley
New York
|
-$2.78M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.88M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.34M |
RDIV Hedge Fund Activity: Q1 2021 in Review
91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q1 2021, worth a combined $225M — up 15% from $195M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new RDIV positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 37 trimmed.
The largest buyer was Rockefeller Capital Management, adding an estimated $3.36M. The largest seller was Ameriprise, cutting an estimated $5.48M.
- 91 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q1 2021, up from 85 in Q4 2020.
- Funds reported $225M of Invesco S&P Ultra Dividend Revenue ETF stock for Q1 2021, up 15% quarter-over-quarter.
- 17 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q1 2021 and 9 closed out, a net change of +8 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q1 2021 was Rockefeller Capital Management, an estimated $3.36M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q1 2021 was Ameriprise, an estimated $5.48M sold.
Based on aggregated 13F filings for Q1 2021.