RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

121 hedge funds and large institutions have $302M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.19M
3
BFF
3
Byrne Financial Freedom
Massachusetts
$2.72M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.67M
5
Wells Fargo
5
Wells Fargo
California
$15.6M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
AF
2
Allworth Financial
California
$1.01M
3
LPL Financial
3
LPL Financial
California
$25.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
EF
76
Elite Financial
Idaho
$245K 5,087 +5,087 New
CC
77
Callan Capital
California
$241K 5,000 +5,000 New
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$224K 4,650 -3,131 -40%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$219K 4,262 +4,262 New
PFG
80
Prosperity Financial Group
California
$208K 4,308 +4,308 New
BAG
81
Bridgewealth Advisory Group
California
$200K 4,015 – –
RA
82
Rise Advisors
New York
$134K 2,773 -88 -3%
SWM
83
Sanctuary Wealth Management
Idaho
$124K 2,563 – –
CIA
84
Cape Investment Advisory
Georgia
$122K 2,535 +650 +34%
SPIA
85
Steward Partners Investment Advisory
New York
$120K 2,483 -345 -12%
PTC
86
Private Trust Company
Ohio
$119K 2,460 -181 -7%
CBT
87
Crews Bank & Trust
Florida
$109K 2,250 +2,250 New
NFSG
88
Newbridge Financial Services Group
Florida
$98.9K 2,050 – –
CIAS
89
Capital Investment Advisory Services
North Carolina
$98K 2,031 – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$96.5K 2,000 -90 -4%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$88.5K 1,835 +1,085 +145%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$76K 1,575 +263 +20%
EWA
93
EverSource Wealth Advisors
Alabama
$62.2K 1,290 – –
FCT
94
First Community Trust
Iowa
$53.1K 1,100 – –
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$52.9K 1,096 – –
TFGT
96
TS Financial Group (TSFG)
Illinois
$51K 1,055 – –
OP
97
ORG Partners
Indiana
$49.2K 1,020 – –
Citigroup
98
Citigroup
New York
$48.3K 1,000 – –
HI
99
Harbour Investments
Wisconsin
$47.2K 977 +2 +0.2%
CTA
100
Colonial Trust Advisors
South Carolina
$41K 850 – –
2 3
4
5 6