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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

121 hedge funds and large institutions have $302M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$5.19M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.67M
3
Wells Fargo
3
Wells Fargo
California
$15.6M
4
OBWG
4
Onyx Bridge Wealth Group
New York
$2.8M
5
GS
5
GTS Securities
New York
$1.58M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
AF
2
Allworth Financial
California
$1.01M
3
LPL Financial
3
LPL Financial
California
$25.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
Whipplewood Advisors
Colorado
$40.1K 831 +831 New
TSMHT
102
Thurston Springer Miller Herd & Titak
Indiana
$35K 725 – –
AG
103
AmeriFlex Group
Nevada
$34.2K 691 +691 New
SMA
104
Sage Mountain Advisors
Georgia
$27.6K 573 – –
AIM
105
Anchor Investment Management
South Carolina
$27.5K 570 – –
NSIM
106
North Star Investment Management
Illinois
$24.1K 500 – –
AIM
107
Arcadia Investment Management
Michigan
$19.8K 410 – –
CAL
108
Capital Analysts LLC
Pennsylvania
$19K 404 – –
AAP
109
Arax Advisory Partners
Colorado
$17.8K 369 +4 +1%
SWA
110
SOA Wealth Advisors
New York
$16.7K 346 +4 +1%
CT
111
Colonial Trust
South Carolina
$14.4K 300 – –
BWL
112
Bogart Wealth LLC
Virginia
$13.9K 288 – –
PS
113
Principal Securities
Iowa
$9.65K 200 – –
BF
114
BOK Financial
Oklahoma
$8.37K 177 – –
GWSG
115
GPS Wealth Strategies Group
Colorado
$7.24K 150 – –
RPCA
116
Running Point Capital Advisors
California
$6.8K 141 – –
FFWM
117
Future Financial Wealth Management
Ohio
$6.37K 132 +1 +0.8%
GRP
118
Global Retirement Partners
California
$4.83K 100 – –
IA
119
IFP Advisors
Florida
$2.44K 51 – –
BCMLT
120
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.03K 42 – –
HI
121
Hoey Investments
Pennsylvania
$1.55K 32 – –
KWM
122
Kingsview Wealth Management
Oregon
– – -65,452 Closed
Two Sigma Investments
123
Two Sigma Investments
New York
– – -10,300 Closed
Jane Street
124
Jane Street
New York
– – -7,741 Closed
GLA
125
Good Life Advisors
Pennsylvania
– – -4,958 Closed
2 3 4
5
6