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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

103 hedge funds and large institutions have $238M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.64M
5
CB
5
Cadence Bank
Mississippi
$5.25M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$2.38M
2
Bank of America
2
Bank of America
North Carolina
$24.2M
3
EH
3
Equitable Holdings
New York
$10.7M
4
WANY
4
Wealthspire Advisors (New York)
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
TFGT
76
TS Financial Group (TSFG)
Illinois
$123K 2,922 +15 +0.5%
RA
77
Rise Advisors
New York
$111K 2,628 +2,628 New
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$98K 2,316 +2,316 New
CWS
79
Confluence Wealth Services
Pennsylvania
$59K 1,423 +1,423 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$50K 1,178 – –
HI
81
Harbour Investments
Wisconsin
$49K 1,155 -3,329 -74%
FCT
82
First Community Trust
Iowa
$46.4K 1,100 +1,100 New
Citigroup
83
Citigroup
New York
$42K 1,000 – –
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$41K 975 -4,000 -80%
NFSG
85
Newbridge Financial Services Group
Florida
$36K 850 – –
GWSG
86
GPS Wealth Strategies Group
Colorado
$33K 789 +5 +0.6%
CIAS
87
Capital Investment Advisory Services
North Carolina
$32K 765 – –
SWA
88
SOA Wealth Advisors
New York
$31K 753 +7 +0.9%
HGWM
89
Harvest Group Wealth Management
Massachusetts
$30K 707 – –
AIM
90
Anchor Investment Management
South Carolina
$24K 570 – –
IA
91
IFP Advisors
Florida
$22K 523 -52 -9%
FFWM
92
Future Financial Wealth Management
Ohio
$18K 420 +420 New
TFP
93
Tilia Fiduciary Partners
North Carolina
$18K 433 +433 New
CAL
94
Capital Analysts LLC
Pennsylvania
$17K 404 – –
MCC
95
Money Concepts Capital
Florida
$16K 378 +378 New
AAP
96
Arax Advisory Partners
Colorado
$14K 327 +3 +0.9%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$12K 283 -433 -60%
BWL
98
Bogart Wealth LLC
Virginia
$12K 288 +1 +0.3%
Bessemer Group
99
Bessemer Group
New Jersey
$8K 199 – –
COCM
100
Charter Oak Capital Management
New Hampshire
$8K 194 +194 New
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