RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

109 hedge funds and large institutions have $272M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
41
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$120K +$19.7K +430 +20%
SWM
77
Sanctuary Wealth Management
Idaho
$117K -$17.2K -375 -13%
NFSG
78
Newbridge Financial Services Group
Florida
$105K -$687 -15 -0.6%
GWSG
79
GPS Wealth Strategies Group
Colorado
$90.2K +$229 +5 +0.3%
CIA
80
Cape Investment Advisory
Georgia
$86.4K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$82.6K -$1.28K -28 -2%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$68.8K
EWA
83
EverSource Wealth Advisors
Alabama
$56.5K +$4.38K +100 +8%
FCT
84
First Community Trust
Iowa
$50.4K
TFGT
85
TS Financial Group (TSFG)
Illinois
$48K
Citigroup
86
Citigroup
New York
$45.8K
HI
87
Harbour Investments
Wisconsin
$44.4K +$137 +3 +0.3%
CTA
88
Colonial Trust Advisors
South Carolina
$39K
CIAS
89
Capital Investment Advisory Services
North Carolina
$35.1K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$34.4K +$34.4K +750 New
Jones Financial Companies
91
Jones Financial Companies
Missouri
$27.3K +$27.3K +595 New
SMA
92
Sage Mountain Advisors
Georgia
$26.3K +$4.58K +100 +21%
AIM
93
Anchor Investment Management
South Carolina
$26.1K
SWA
94
SOA Wealth Advisors
New York
$23.2K +$229 +5 +1%
NSIM
95
North Star Investment Management
Illinois
$22.9K
AIM
96
Arcadia Investment Management
Michigan
$18.8K +$18.8K +410 New
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$18.1K -$103K -2,247 -85%
CAL
98
Capital Analysts LLC
Pennsylvania
$18K
AAP
99
Arax Advisory Partners
Colorado
$16.4K +$183 +4 +1%
GRP
100
Global Retirement Partners
California
$14.1K +$137 +3 +1%