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Invesco S&P Ultra Dividend Revenue ETF
RDIV

120 hedge funds and large institutions have $316M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $295M → $316M (+$20.8M)

3% more funds holding

Funds holding: 116 → 120 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.24% less ownership

Funds ownership: 37.72% → 37.48% (-0.24%)

9% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 44

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% 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
12
Increased
40
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.71M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.43M
3
Wells Fargo
Wells Fargo
California
+$1.36M
4
Citadel Advisors
Citadel Advisors
Florida
+$762K
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$728K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$9.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.01M
3
SW
Simplicity Wealth
New Jersey
-$1.01M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$781K
5
HighTower Advisors
HighTower Advisors
Illinois
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$269K +$260K +5,160 New
GWM
77
Geneos Wealth Management
Colorado
$267K -$1.91K -38 -0.7%
CA
78
Carson Advisory
Georgia
$266K – – –
MCCP
79
Mission Creek Capital Partners
California
$265K -$12.6K -250 -5%
SCA
80
Snowden Capital Advisors
New York
$251K +$655 +13 +0.3%
MFG
81
Merit Financial Group
Georgia
$242K +$234K +4,642 New
PMG
82
ProVise Management Group
Florida
$239K -$9.62K -191 -4%
Creative Planning
83
Creative Planning
Kansas
$239K -$20K -398 -8%
MHFA
84
Mission Hills Financial Advisory
California
$218K +$211K +4,181 New
HH
85
Hilltop Holdings
Texas
$216K +$209K +4,150 New
BAG
86
Bridgewealth Advisory Group
California
$209K +$202K +4,015 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$183K +$69K +1,369 +64%
RA
88
Rise Advisors
New York
$148K -$13.5K -269 -9%
PTC
89
Private Trust Company
Ohio
$134K – – –
CBT
90
Crews Bank & Trust
Florida
$117K – – –
NFSG
91
Newbridge Financial Services Group
Florida
$115K +$7.66K +152 +7%
AF
92
Alerus Financial
North Dakota
$113K +$110K +2,175 New
ASN
93
Advisory Services Network
Georgia
$95K +$91.8K +1,823 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$86K -$22.7K -450 -21%
CIA
95
Cape Investment Advisory
Georgia
$85.2K -$32.7K -650 -28%
EWA
96
EverSource Wealth Advisors
Alabama
$67.2K – – –
FCT
97
First Community Trust
Iowa
$57.3K – – –
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$57.1K – – –
TFGT
99
TS Financial Group (TSFG)
Illinois
$55K – – –
CTA
100
Colonial Trust Advisors
South Carolina
$44.3K – – –
2 3
4
5 6

RDIV Hedge Fund Activity: Q3 2025 in Review

120 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q3 2025, worth a combined $316M — up 7% from $295M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RDIV positions and 6 closed out — a net gain of 6 holders — while 40 added to existing stakes and 44 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.71M. The largest seller was Stifel Financial, cutting an estimated $9.7M.

  • 120 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q3 2025, up from 116 in Q2 2025.
  • Funds reported $316M of Invesco S&P Ultra Dividend Revenue ETF stock for Q3 2025, up 7% quarter-over-quarter.
  • 12 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q3 2025 and 6 closed out, a net change of +6 holders.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q3 2025 was LPL Financial, an estimated $2.71M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q3 2025 was Stifel Financial, an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2025.