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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $294M 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 9 closing their positions.

Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
1.52%
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
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
2
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
4
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$14.4K 300 +100 +50%
CT
102
Colonial Trust
South Carolina
$14.3K 300 – –
BWL
103
Bogart Wealth LLC
Virginia
$13.8K 288 – –
RF
104
Rossby Financial
Florida
$10.8K 225 – –
AAS
105
Ameritas Advisory Services
Nebraska
$10.6K 221 +221 New
HFS
106
Hantz Financial Services
Michigan
$7K 143 +143 New
RPCA
107
Running Point Capital Advisors
California
$6.88K 144 +2 +1%
BIG
108
Brooklyn Investment Group
New York
$6.84K 143 +143 New
FFA
109
Farther Finance Advisors
California
$6.46K 135 +135 New
FFWM
110
Future Financial Wealth Management
Ohio
$6.44K 135 +2 +2%
PCA
111
Providence Capital Advisors
North Carolina
$6.36K 133 +133 New
GWSG
112
GPS Wealth Strategies Group
Colorado
$4.79K 100 -50 -33%
GRP
113
Global Retirement Partners
California
$4.79K 100 +100 New
AWS
114
Atria Wealth Solutions
New York
– – -27,210 Closed
WA
115
Whipplewood Advisors
Colorado
– – -12,227 Closed
SIA
116
Soltis Investment Advisors
Utah
– – -7,909 Closed
LA
117
Lifeworks Advisors
Michigan
– – -5,782 Closed
Citadel Advisors
118
Citadel Advisors
Florida
– – -5,540 Closed
CL
119
Choreo LLC
Illinois
– – -4,596 Closed
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
– – -4,262 Closed
OP
121
ORG Partners
Indiana
– – -1,020 Closed
AssetMark Inc
122
AssetMark Inc
California
– – -7 Closed
1 2 3 4
5