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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

114 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$12.1M
2
LPL Financial
LPL Financial
California
$27.9M
3
Morgan Stanley
Morgan Stanley
New York
$50.2M
4
Ameriprise
Ameriprise
Minnesota
$10.5M
5
SW
Simplicity Wealth
New Jersey
$1.44M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$238K -$24K -502 -9%
SCA
77
Snowden Capital Advisors
New York
$230K -$24.1K -504 -9%
PMG
78
ProVise Management Group
Florida
$229K -$8.66K -181 -4%
TRCT
79
Tower Research Capital (TRC)
New York
$160K +$151K +3,150 +1,667%
RA
80
Rise Advisors
New York
$149K +$1.2K +25 +0.8%
PTC
81
Private Trust Company
Ohio
$123K +$5.02K +105 +4%
CIA
82
Cape Investment Advisory
Georgia
$109K -$12K -250 -10%
CBT
83
Crews Bank & Trust
Florida
$108K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$103K -$30.1K -629 -23%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$101K +$21.6K +450 +27%
NFSG
86
Newbridge Financial Services Group
Florida
$98.1K – – –
CIAS
87
Capital Investment Advisory Services
North Carolina
$97.2K – – –
EWA
88
EverSource Wealth Advisors
Alabama
$61.7K – – –
FCT
89
First Community Trust
Iowa
$52.6K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$52.4K – – –
TFGT
91
TS Financial Group (TSFG)
Illinois
$50K – – –
Citigroup
92
Citigroup
New York
$47.9K – – –
CTA
93
Colonial Trust Advisors
South Carolina
$40.7K – – –
TSMHT
94
Thurston Springer Miller Herd & Titak
Indiana
$34.7K – – –
SMA
95
Sage Mountain Advisors
Georgia
$27.4K – – –
AIM
96
Anchor Investment Management
South Carolina
$27.3K – – –
NSIM
97
North Star Investment Management
Illinois
$23.9K – – –
CAL
98
Capital Analysts LLC
Pennsylvania
$19K – – –
AAP
99
Arax Advisory Partners
Colorado
$18K +$191 +4 +1%
SWA
100
SOA Wealth Advisors
New York
$16.9K +$191 +4 +1%
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4
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