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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

120 hedge funds and large institutions have $348M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 55 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
55
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAS
SMI Advisory Services
Indiana
+$8.48M
2
Bank of America
Bank of America
North Carolina
+$3.47M
3
LPL Financial
LPL Financial
California
+$2.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.89M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
PS
Portfolio Strategies
New York
-$24.5M
2
KWM
KFG Wealth Management
Indiana
-$10.2M
3
Morgan Stanley
Morgan Stanley
New York
-$2.79M
4
Stifel Financial
Stifel Financial
Missouri
-$2.06M
5
PIN
Prudent Investors Network
California
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
101
Colonial Trust Advisors
South Carolina
$35K – – –
SWA
102
SOA Wealth Advisors
New York
$32.7K +$370 +9 +1%
CIAS
103
Capital Investment Advisory Services
North Carolina
$31.5K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$31K -$823 -20 -3%
BCMIO
105
Beacon Capital Management Inc (Ohio)
Ohio
$26.7K +$26.7K +650 New
AIM
106
Anchor Investment Management
South Carolina
$24.1K +$658 +16 +3%
RPCA
107
Running Point Capital Advisors
California
$23.3K – – –
NSIM
108
North Star Investment Management
Illinois
$20.6K – – –
CAL
109
Capital Analysts LLC
Pennsylvania
$17K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$15.7K +$123 +3 +0.8%
AAP
111
Arax Advisory Partners
Colorado
$14.1K +$124 +3 +0.9%
CT
112
Colonial Trust
South Carolina
$12.2K – – –
BWL
113
Bogart Wealth LLC
Virginia
$11.8K – – –
GRP
114
Global Retirement Partners
California
$11.7K – – –
IA
115
IFP Advisors
Florida
$9.92K -$175K -4,844 -95%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$7.78K +$524 +12,727 +7%
VNA
117
Valley National Advisers
Pennsylvania
$6K – – –
BCMLT
118
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.75K – – –
VF
119
VitalStone Financial
Texas
$1K +$238 +5 +31%
SL
120
Savior LLC
Massachusetts
$329 – – –
PS
121
Portfolio Strategies
New York
– -$24.5M -562,690 Closed
KWM
122
KFG Wealth Management
Indiana
– -$10.2M -234,726 Closed
ICM
123
Intrepid Capital Management
Florida
– -$390K -8,947 Closed
AF
124
Advisornet Financial
Minnesota
– -$26.1K -600 Closed
SCA
125
Stonebridge Capital Advisors
Minnesota
– -$26.1K -600 Closed
2 3 4
5
6