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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $293M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
44
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.14M
2
AF
Allworth Financial
California
+$1.42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$775K
4
Osaic Holdings
Osaic Holdings
Arizona
+$712K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$483K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.22M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$4.91M
3
BFF
Byrne Financial Freedom
Massachusetts
-$2.72M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.93M
5
GS
GTS Securities
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$19.6K -$28.1K -576 -59%
AAP
102
Arax Advisory Partners
Colorado
$18.2K +$147 +3 +0.8%
SWA
103
SOA Wealth Advisors
New York
$17.1K +$147 +3 +0.9%
CT
104
Colonial Trust
South Carolina
$14.5K – – –
BWL
105
Bogart Wealth LLC
Virginia
$14K – – –
RF
106
Rossby Financial
Florida
$10.3K +$10.3K +225 New
PS
107
Principal Securities
Iowa
$9.65K – – –
TRCT
108
Tower Research Capital (TRC)
New York
$9.23K -$273K -5,586 -97%
GWSG
109
GPS Wealth Strategies Group
Colorado
$7.32K – – –
RPCA
110
Running Point Capital Advisors
California
$6.95K +$49 +1 +0.7%
FFWM
111
Future Financial Wealth Management
Ohio
$6.51K +$49 +1 +0.8%
IA
112
IFP Advisors
Florida
$2.47K – – –
AssetMark Inc
113
AssetMark Inc
California
$342 +$342 +7 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
– -$4.91M -101,720 Closed
BFF
115
Byrne Financial Freedom
Massachusetts
– -$2.72M -56,433 Closed
IAA
116
Independent Advisor Alliance
North Carolina
– -$245K -5,080 Closed
CC
117
Callan Capital
California
– -$241K -5,000 Closed
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
– -$224K -4,650 Closed
BAG
119
Bridgewealth Advisory Group
California
– -$200K -4,015 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
– -$88.5K -1,835 Closed
AG
121
AmeriFlex Group
Nevada
– -$34.2K -691 Closed
AIM
122
Arcadia Investment Management
Michigan
– -$19.8K -410 Closed
BF
123
BOK Financial
Oklahoma
– -$8.37K -177 Closed
BCMLT
124
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.03K -42 Closed
HI
125
Hoey Investments
Pennsylvania
– -$1.55K -32 Closed
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