RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

109 hedge funds and large institutions have $272M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-3
Holders Change %
-2.68%
% 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
7
Increased
41
Reduced
36
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CT
101
Colonial Trust
South Carolina
$13.6K
BWL
102
Bogart Wealth LLC
Virginia
$13.2K
AFS
103
Annapolis Financial Services
Maryland
$9.17K
RPCA
104
Running Point Capital Advisors
California
$6.46K
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$6.42K -$2.06K -45 -24%
WIA
106
Wetzel Investment Advisors
Indiana
$6.28K
FFWM
107
Future Financial Wealth Management
Ohio
$5.87K +$5.87K +128 New
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.94K
HI
109
Hoey Investments
Pennsylvania
$1.43K
EFG
110
Ethos Financial Group
Pennsylvania
-$624K -14,279 Closed
Jane Street
111
Jane Street
New York
-$507K -11,608 Closed
GIA
112
Gladstone Institutional Advisory
Florida
-$331K -7,579 Closed
MA
113
MONECO Advisors
Connecticut
-$224K -5,132 Closed
ICM
114
Intrepid Capital Management
Florida
-$163K -3,737 Closed
PS
115
Planned Solutions
California
-$126K -2,876 Closed
US Bancorp
116
US Bancorp
Minnesota
-$14.5K -332 Closed
TAM
117
Townsend Asset Management
North Carolina
-$7.74K -177 Closed
ASN
118
Advisory Services Network
Georgia
-$2.19K -50 Closed
PS
119
Principal Securities
Iowa
-$2.19K -50 Closed