RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

95 hedge funds and large institutions have $267M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-30
Holders Change %
-24%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
27
Reduced
45
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.75M
3
OMC
Old Mission Capital
Illinois
+$1.4M
4
TRCT
Tower Research Capital (TRC)
New York
+$683K
5
XS
XR Securities
Illinois
+$634K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35M
2
Ameriprise
Ameriprise
Minnesota
-$28M
3
Wells Fargo
Wells Fargo
California
-$22.4M
4
Bank of America
Bank of America
North Carolina
-$18.7M
5
UBS Group
UBS Group
Switzerland
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
PSI Advisors
Florida
– -$1.63M -41,337 Closed
CF
102
Centaurus Financial
California
– -$1.5M -37,984 Closed
MIAN
103
Mariner Independent Advisor Network
Kansas
– -$1.04M -26,435 Closed
DC
104
Davenport & Co
Virginia
– -$641K -16,253 Closed
LFAS
105
Level Four Advisory Services
Texas
– -$502K -12,706 Closed
AWM
106
AE Wealth Management
Kansas
– -$422K -10,701 Closed
BWCS
107
Beirne Wealth Consulting Services
Connecticut
– -$410K -10,395 Closed
DIA
108
Dana Investment Advisors
Wisconsin
– -$371K -9,401 Closed
IFG
109
Investors Financial Group
Minnesota
– -$332K -8,413 Closed
SPC
110
Sigma Planning Corp
Michigan
– -$320K -8,098 Closed
PFS
111
Prospera Financial Services
Texas
– -$302K -7,665 Closed
IA
112
IFG Advisory
Georgia
– -$297K -7,534 Closed
HH
113
Hilltop Holdings
Texas
– -$292K -7,411 Closed
LWA
114
Lenox Wealth Advisors
New York
– -$291K -7,385 Closed
IWS
115
Insight Wealth Strategies
California
– -$278K -7,057 Closed
MFG
116
Merit Financial Group
Georgia
– -$259K -6,556 Closed
FHC
117
First Heartland Consultants
Missouri
– -$258K -6,534 Closed
TVAMP
118
Tennessee Valley Asset Management Partners
Tennessee
– -$225K -5,702 Closed
MC
119
Moors & Cabot
Massachusetts
– -$206K -5,172 Closed
SMFS
120
Squar Milner Financial Services
California
– -$159K -4,050 Closed
EWP
121
Engrave Wealth Partners
Texas
– -$106K -2,690 Closed
PWP
122
Personal Wealth Partners
Minnesota
– -$96K -2,444 Closed
ACM
123
Anfield Capital Management
California
– -$95K -2,434 Closed
RIA
124
Realta Investment Advisors
Delaware
– -$87K -2,197 Closed
BCA
125
Berman Capital Advisors
Georgia
– -$86K -2,195 Closed
2 3 4
5
6