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Invesco S&P Ultra Dividend Revenue ETF
RDIV

115 hedge funds and large institutions have $293M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.43% less ownership

Funds ownership: 37.74% → 37.3% (-0.43%)

3% less capital invested

Capital invested by funds: $302M → $293M (-$8.29M)

6% less funds holding

Funds holding: 122 → 115 (-7)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
45
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.17M
2
AF
Allworth Financial
California
+$1.52M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$789K
4
Osaic Holdings
Osaic Holdings
Arizona
+$716K
5
WA
Whipplewood Advisors
Colorado
+$560K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.27M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$4.91M
3
BFF
Byrne Financial Freedom
Massachusetts
-$2.72M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.94M
5
GS
GTS Securities
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
Integrity Alliance
Iowa
$243K +$244K +4,970 New
PMG
77
ProVise Management Group
Florida
$242K -$11.1K -226 -4%
CL
78
Choreo LLC
Illinois
$224K +$226K +4,596 New
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$219K – – –
RA
80
Rise Advisors
New York
$151K +$15.3K +312 +11%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$135K +$38K +774 +39%
CIA
82
Cape Investment Advisory
Georgia
$124K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$121K – – –
PTC
84
Private Trust Company
Ohio
$120K – – –
CBT
85
Crews Bank & Trust
Florida
$110K – – –
NFSG
86
Newbridge Financial Services Group
Florida
$100K – – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$99.2K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$81K +$4.08K +83 +5%
EWA
89
EverSource Wealth Advisors
Alabama
$63K – – –
APW
90
Aventura Private Wealth
Florida
$56.3K – – –
FCT
91
First Community Trust
Iowa
$53.7K – – –
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$53.5K – – –
TFGT
93
TS Financial Group (TSFG)
Illinois
$52K – – –
OP
94
ORG Partners
Indiana
$49.8K – – –
Citigroup
95
Citigroup
New York
$48.8K – – –
CTA
96
Colonial Trust Advisors
South Carolina
$41.5K – – –
WA
97
Whipplewood Advisors
Colorado
$40.6K +$560K +11,396 +1,371%
TSMHT
98
Thurston Springer Miller Herd & Titak
Indiana
$35.4K – – –
SMA
99
Sage Mountain Advisors
Georgia
$28K – – –
AIM
100
Anchor Investment Management
South Carolina
$27.8K – – –
2 3
4
5 6

RDIV Hedge Fund Activity: Q1 2025 in Review

115 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q1 2025, worth a combined $293M — down 2.7% from $302M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of RDIV and 7 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was Ameriprise, adding an estimated $5.17M. The largest seller was Morgan Stanley, cutting an estimated $8.27M.

  • 115 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q1 2025, down from 122 in Q4 2024.
  • Funds reported $293M of Invesco S&P Ultra Dividend Revenue ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
  • 7 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q1 2025 and 12 closed out, a net change of -5 holders.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $5.17M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q1 2025 was Morgan Stanley, an estimated $8.27M sold.

Based on aggregated 13F filings for Q1 2025.