RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

113 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
27
Reduced
43
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ATPW
76
Ashton Thomas Private Wealth
Arizona
$137K 3,065 +3,065 New
RA
77
Rise Advisors
New York
$127K 2,839 +23 +0.8%
PTC
78
Private Trust Company
Ohio
$118K 2,641 -304 -10%
SPIA
79
Steward Partners Investment Advisory
New York
$117K 2,613
SWM
80
Sanctuary Wealth Management
Idaho
$115K 2,563
Fidelity Investments
81
Fidelity Investments
Massachusetts
$109K 2,436 +634 +35%
NFSG
82
Newbridge Financial Services Group
Florida
$91.8K 2,050 -250 -11%
CIA
83
Cape Investment Advisory
Georgia
$84.4K 1,885
EWA
84
EverSource Wealth Advisors
Alabama
$62.4K 1,290
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$59K 1,312 +1,312 New
FCT
86
First Community Trust
Iowa
$49.3K 1,100
TFGT
87
TS Financial Group (TSFG)
Illinois
$47K 1,055
Citigroup
88
Citigroup
New York
$44.8K 1,000
HI
89
Harbour Investments
Wisconsin
$43.6K 972 +2 +0.2%
CTA
90
Colonial Trust Advisors
South Carolina
$38.1K 850
CIAS
91
Capital Investment Advisory Services
North Carolina
$34.3K 765
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$33.9K 750
TSMHT
93
Thurston Springer Miller Herd & Titak
Indiana
$32.5K 725 +725 New
GWSG
94
GPS Wealth Strategies Group
Colorado
$26.1K 583 -1,386 -70%
SMA
95
Sage Mountain Advisors
Georgia
$25.7K 573
AIM
96
Anchor Investment Management
South Carolina
$25.5K 570
NSIM
97
North Star Investment Management
Illinois
$22.4K 500
SWA
98
SOA Wealth Advisors
New York
$19.9K 444 -62 -12%
AIM
99
Arcadia Investment Management
Michigan
$18.4K 410
CAL
100
Capital Analysts LLC
Pennsylvania
$18K 404