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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
27
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSEP
1
Golden State Equity Partners
California
$2.04M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$1.15M
3
KWA
3
Kingswood Wealth Advisors
California
$987K
4
Jane Street
4
Jane Street
New York
$790K
5
WWA
5
WCG Wealth Advisors
Nevada
$1.29M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.49M
2
CB
2
Cadence Bank
Mississippi
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.07M
5
LPL Financial
5
LPL Financial
California
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
101
Arax Advisory Partners
Colorado
$16.2K 361 +3 +0.8%
CT
102
Colonial Trust
South Carolina
$13.3K 300 – –
BWL
103
Bogart Wealth LLC
Virginia
$12.9K 288 – –
AFS
104
Annapolis Financial Services
Maryland
$8.96K 200 – –
AWM
105
Angeles Wealth Management
California
$8.96K 200 +200 New
PS
106
Principal Securities
Iowa
$8.96K 200 +200 New
WIA
107
Wetzel Investment Advisors
Indiana
$6.69K 146 – –
RPCA
108
Running Point Capital Advisors
California
$6.32K 141 – –
HGERS
109
Householder Group Estate & Retirement Specialist
Arizona
$6K 141 +1 +0.7%
GRP
110
Global Retirement Partners
California
$4.48K 100 -207 -67%
BCMLT
111
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.9K 42 – –
HI
112
Hoey Investments
Pennsylvania
$1.41K 32 +1 +3%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$851 19 -1,482 -99%
CB
114
Cadence Bank
Mississippi
– – -94,835 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– – -22,813 Closed
Two Sigma Investments
116
Two Sigma Investments
New York
– – -6,800 Closed
EFS
117
Essex Financial Services
Connecticut
– – -4,780 Closed
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
– – -396 Closed
FFWM
119
Future Financial Wealth Management
Ohio
– – -128 Closed
FIM
120
FWL Investment Management
Texas
– – – –
CFGS
121
Concourse Financial Group Securities
Alabama
– – – –
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