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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

122 hedge funds and large institutions have $301M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
35
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cadence Bank
Mississippi
$4.66M
2
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M
3
KWM
3
Kingsview Wealth Management
Oregon
$3.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
P
5
&Partners
Tennessee
$1.92M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$27.1M
2
GS
2
GTS Securities
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.93M
4
MIH
4
Meitav Investment House
Israel
$0
5
Jane Street
5
Jane Street
New York
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$37.3K 750 – –
TSMHT
102
Thurston Springer Miller Herd & Titak
Indiana
$36.2K 725 – –
SMA
103
Sage Mountain Advisors
Georgia
$28.6K 573 – –
AIM
104
Anchor Investment Management
South Carolina
$28.5K 570 – –
NSIM
105
North Star Investment Management
Illinois
$25K 500 – –
AIM
106
Arcadia Investment Management
Michigan
$20.5K 410 – –
CAL
107
Capital Analysts LLC
Pennsylvania
$20K 404 – –
AAP
108
Arax Advisory Partners
Colorado
$18.2K 365 +4 +1%
SWA
109
SOA Wealth Advisors
New York
$17.1K 342 -102 -23%
CT
110
Colonial Trust
South Carolina
$14.9K 300 – –
BWL
111
Bogart Wealth LLC
Virginia
$14.4K 288 – –
TRCT
112
Tower Research Capital (TRC)
New York
$13.9K 278 -3,542 -93%
AFS
113
Annapolis Financial Services
Maryland
$9.99K 200 – –
PS
114
Principal Securities
Iowa
$9.99K 200 – –
BF
115
BOK Financial
Oklahoma
$8.67K 177 +177 New
GWSG
116
GPS Wealth Strategies Group
Colorado
$7.49K 150 -433 -74%
RPCA
117
Running Point Capital Advisors
California
$7.04K 141 – –
FFWM
118
Future Financial Wealth Management
Ohio
$6.52K 131 +131 New
GRP
119
Global Retirement Partners
California
$4.99K 100 – –
IA
120
IFP Advisors
Florida
$2.52K 51 +51 New
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.12K 42 – –
HI
122
Hoey Investments
Pennsylvania
$1.41K 32 – –
GS
123
GTS Securities
New York
– – -13,234 Closed
MIH
124
Meitav Investment House
Israel
– – -11,270 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– – -9,649 Closed
2 3 4
5
6