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Invesco S&P Ultra Dividend Revenue ETF

116 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1% more funds holding

Funds holding: 115116 (+1)

1% more capital invested

Capital invested by funds: $293M → $295M (+$1.99M)

0.42% more ownership

Funds ownership: 37.3%37.72% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% 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
11
Increased
48
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$18K +$186 +4 +1%
SWA
102
SOA Wealth Advisors
New York
$16.9K +$186 +4 +1%
HI
103
Harbour Investments
Wisconsin
$16.4K -$2.74K -59 -15%
PS
104
Principal Securities
Iowa
$14.4K +$4.65K +100 +50%
CT
105
Colonial Trust
South Carolina
$14.3K
BWL
106
Bogart Wealth LLC
Virginia
$13.8K
RF
107
Rossby Financial
Florida
$10.8K
AAS
108
Ameritas Advisory Services
Nebraska
$10.6K +$10.3K +221 New
HFS
109
Hantz Financial Services
Michigan
$7K +$6.65K +143 New
RPCA
110
Running Point Capital Advisors
California
$6.88K +$93 +2 +1%
BIG
111
Brooklyn Investment Group
New York
$6.84K +$6.65K +143 New
FFA
112
Farther Finance Advisors
California
$6.46K +$6.28K +135 New
FFWM
113
Future Financial Wealth Management
Ohio
$6.44K +$93 +2 +2%
PCA
114
Providence Capital Advisors
North Carolina
$6.36K +$6.18K +133 New
GWSG
115
GPS Wealth Strategies Group
Colorado
$4.79K -$2.33K -50 -33%
GRP
116
Global Retirement Partners
California
$4.79K +$4.65K +100 New
AWS
117
Atria Wealth Solutions
New York
-$1.33M -27,210 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$864K -17,700 Closed
WA
119
Whipplewood Advisors
Colorado
-$40.6K -12,227 Closed
SIA
120
Soltis Investment Advisors
Utah
-$386K -7,909 Closed
LA
121
Lifeworks Advisors
Michigan
-$282K -5,782 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-$270K -5,540 Closed
CL
123
Choreo LLC
Illinois
-$224K -4,596 Closed
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
-$219K -4,262 Closed
OP
125
ORG Partners
Indiana
-$49.8K -1,020 Closed

RDIV Hedge Fund Activity: Q2 2025 in Review

116 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q2 2025, worth a combined $295M — up 0.68% from $293M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RDIV positions and 10 closed out — a net gain of 1 holder — while 48 added to existing stakes and 34 trimmed.

The largest buyer was Stifel Financial, adding an estimated $10.1M. The largest seller was Private Advisor Group, cutting an estimated $3.36M.

  • 116 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q2 2025, up from 115 in Q1 2025.
  • Funds reported $295M of Invesco S&P Ultra Dividend Revenue ETF stock for Q2 2025, up 0.68% quarter-over-quarter.
  • 11 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q2 2025 and 10 closed out, a net change of +1 holder.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q2 2025 was Stifel Financial, an estimated $10.1M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q2 2025 was Private Advisor Group, an estimated $3.36M sold.

Based on aggregated 13F filings for Q2 2025.