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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

112 hedge funds and large institutions have $290M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$33.2M
2
FTUS
2
Flow Traders U.S.
New York
$939K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$932K
4
PAG
4
Private Advisor Group
New Jersey
$8.09M
5
Goldman Sachs
5
Goldman Sachs
New York
$579K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.3M
2
Bank of America
2
Bank of America
North Carolina
$20.5M
3
DWMG
3
DB Wealth Management Group
California
$0
4
Wells Fargo
4
Wells Fargo
California
$13.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
76
Mission Creek Capital Partners
California
$210K -$38.4K -981 -15%
EFS
77
Essex Financial Services
Connecticut
$208K – – –
SCA
78
Snowden Capital Advisors
New York
$204K +$204K +5,213 New
RJT
79
Raymond James Trust
Florida
$203K -$6.1K -156 -3%
TRCT
80
Tower Research Capital (TRC)
New York
$170K -$402K -10,278 -70%
ICM
81
Intrepid Capital Management
Florida
$146K +$146K +3,737 New
TFGT
82
TS Financial Group (TSFG)
Illinois
$119K +$746 +19 +0.6%
PTC
83
Private Trust Company
Ohio
$117K -$3.56K -91 -3%
RA
84
Rise Advisors
New York
$107K +$822 +21 +0.8%
NFSG
85
Newbridge Financial Services Group
Florida
$102K -$8.38K -214 -8%
SPIA
86
Steward Partners Investment Advisory
New York
$85.4K -$57.5K -1,470 -40%
GWSG
87
GPS Wealth Strategies Group
Colorado
$82.5K +$235 +6 +0.3%
SWM
88
Sanctuary Wealth Management
Idaho
$79.1K +$79.1K +2,022 New
CIA
89
Cape Investment Advisory
Georgia
$73.8K – – –
EWA
90
EverSource Wealth Advisors
Alabama
$56.2K – – –
FCT
91
First Community Trust
Iowa
$43.1K – – –
Citigroup
92
Citigroup
New York
$39.1K – – –
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$38.2K – – –
HI
94
Harbour Investments
Wisconsin
$37.6K +$117 +3 +0.3%
CTA
95
Colonial Trust Advisors
South Carolina
$33.3K – – –
CIAS
96
Capital Investment Advisory Services
North Carolina
$29.9K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$29.2K -$313 -8 -1%
AIM
98
Anchor Investment Management
South Carolina
$22.3K -$626 -16 -3%
RPCA
99
Running Point Capital Advisors
California
$22.2K – – –
NSIM
100
North Star Investment Management
Illinois
$19.6K – – –
1 2 3
4
5