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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

112 hedge funds and large institutions have $290M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$33.2M
2
FTUS
2
Flow Traders U.S.
New York
$939K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$932K
4
PAG
4
Private Advisor Group
New Jersey
$8.09M
5
Goldman Sachs
5
Goldman Sachs
New York
$579K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.3M
2
Bank of America
2
Bank of America
North Carolina
$20.5M
3
DWMG
3
DB Wealth Management Group
California
$0
4
Wells Fargo
4
Wells Fargo
California
$13.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
101
SOA Wealth Advisors
New York
$19.2K -$12K -306 -38%
CAL
102
Capital Analysts LLC
Pennsylvania
$16K – – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$15.1K +$117 +3 +0.8%
AAP
104
Arax Advisory Partners
Colorado
$13.5K +$157 +4 +1%
GRP
105
Global Retirement Partners
California
$11.7K – – –
CT
106
Colonial Trust
South Carolina
$11.7K – – –
BWL
107
Bogart Wealth LLC
Virginia
$11.3K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +192 New
BCMLT
109
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.66K – – –
TAM
110
Townsend Asset Management
North Carolina
$1.37K +$1.37K +35 New
SL
111
Savior LLC
Massachusetts
$313 – – –
DWMG
112
DB Wealth Management Group
California
– -$4.32M -104,905 Closed
AWM
113
Axxcess Wealth Management
California
– -$954K -23,183 Closed
MCC
114
Money Concepts Capital
Florida
– -$173K -13,277 Closed
AA
115
Advisory Alpha
Michigan
– -$351K -8,543 Closed
ASN
116
Advisory Services Network
Georgia
– -$284K -6,905 Closed
SG
117
StoneX Group
New York
– -$268K -6,523 Closed
GIA
118
Gladstone Institutional Advisory
Florida
– -$220K -5,359 Closed
CA
119
Carson Advisory
Georgia
– -$210K -5,100 Closed
CF
120
Centaurus Financial
California
– -$116K -2,826 Closed
AAS
121
Ameritas Advisory Services
Nebraska
– -$59.6K -1,450 Closed
BTI
122
Blue Trust Inc
Georgia
– -$51K -1,176 Closed
BCMIO
123
Beacon Capital Management Inc (Ohio)
Ohio
– -$26.7K -650 Closed
IA
124
IFP Advisors
Florida
– -$9.92K -275 Closed
VNA
125
Valley National Advisers
Pennsylvania
– -$6K -139 Closed
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