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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

120 hedge funds and large institutions have $348M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
55
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$8.48M
2
Bank of America
Bank of America
North Carolina
+$3.47M
3
LPL Financial
LPL Financial
California
+$2.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
PS
Portfolio Strategies
New York
-$24.5M
2
KWM
KFG Wealth Management
Indiana
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.79M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
PIN
Prudent Investors Network
California
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
76
First Capital Advisors Group
New Jersey
$232K – – –
FEM
77
Fulcrum Equity Management
Texas
$231K +$2.55K +62 +1%
FCA
78
FinTrust Capital Advisors
South Carolina
$223K – – –
GIA
79
Gladstone Institutional Advisory
Florida
$220K -$2.1K -51 -0.9%
RJT
80
Raymond James Trust
Florida
$220K – – –
EFS
81
Essex Financial Services
Connecticut
$218K – – –
CA
82
Carson Advisory
Georgia
$210K – – –
CRWM
83
Castle Rock Wealth Management
California
$201K +$201K +5,229 New
MCC
84
Money Concepts Capital
Florida
$173K +$118K +9,069 +216%
SPIA
85
Steward Partners Investment Advisory
New York
$150K +$48.7K +1,183 +48%
PTC
86
Private Trust Company
Ohio
$127K -$5.97K -145 -4%
TFGT
87
TS Financial Group (TSFG)
Illinois
$124K +$906 +22 +0.7%
NFSG
88
Newbridge Financial Services Group
Florida
$116K -$17.8K -433 -13%
CF
89
Centaurus Financial
California
$116K +$6.49K +158 +6%
RA
90
Rise Advisors
New York
$112K +$946 +23 +0.9%
GWSG
91
GPS Wealth Strategies Group
Colorado
$86.5K +$86.5K +2,102 New
CIA
92
Cape Investment Advisory
Georgia
$77.5K +$77.5K +1,885 New
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$67K +$67K +1,625 New
AAS
94
Ameritas Advisory Services
Nebraska
$59.6K +$59.6K +1,450 New
EWA
95
EverSource Wealth Advisors
Alabama
$59K +$1.65K +40 +3%
BTI
96
Blue Trust Inc
Georgia
$51K +$51K +1,176 New
FCT
97
First Community Trust
Iowa
$45.3K – – –
Citigroup
98
Citigroup
New York
$41.1K – – –
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$40.1K – – –
HI
100
Harbour Investments
Wisconsin
$39.5K +$123 +3 +0.3%
2 3
4
5 6