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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

114 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, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% 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
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$12.1M
2
LPL Financial
LPL Financial
California
$27.9M
3
Morgan Stanley
Morgan Stanley
New York
$50.2M
4
Ameriprise
Ameriprise
Minnesota
$10.5M
5
SW
Simplicity Wealth
New Jersey
$1.44M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$16.4K -$2.83K -59 -15%
PS
102
Principal Securities
Iowa
$14.4K +$4.79K +100 +50%
CT
103
Colonial Trust
South Carolina
$14.3K – – –
BWL
104
Bogart Wealth LLC
Virginia
$13.8K – – –
RF
105
Rossby Financial
Florida
$10.8K – – –
AAS
106
Ameritas Advisory Services
Nebraska
$10.6K +$10.6K +221 New
HFS
107
Hantz Financial Services
Michigan
$7K +$7K +143 New
RPCA
108
Running Point Capital Advisors
California
$6.88K +$96 +2 +1%
BIG
109
Brooklyn Investment Group
New York
$6.84K +$6.84K +143 New
FFA
110
Farther Finance Advisors
California
$6.46K +$6.46K +135 New
FFWM
111
Future Financial Wealth Management
Ohio
$6.44K +$95 +2 +2%
PCA
112
Providence Capital Advisors
North Carolina
$6.36K +$6.36K +133 New
GWSG
113
GPS Wealth Strategies Group
Colorado
$4.79K -$2.39K -50 -33%
GRP
114
Global Retirement Partners
California
$4.79K +$4.79K +100 New
AWS
115
Atria Wealth Solutions
New York
– -$1.33M -27,210 Closed
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
– -$864K -17,700 Closed
WA
117
Whipplewood Advisors
Colorado
– -$40.6K -12,227 Closed
SIA
118
Soltis Investment Advisors
Utah
– -$386K -7,909 Closed
LA
119
Lifeworks Advisors
Michigan
– -$282K -5,782 Closed
Citadel Advisors
120
Citadel Advisors
Florida
– -$270K -5,540 Closed
CL
121
Choreo LLC
Illinois
– -$224K -4,596 Closed
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
– -$219K -4,262 Closed
OP
123
ORG Partners
Indiana
– -$49.8K -1,020 Closed
AssetMark Inc
124
AssetMark Inc
California
– -$342 -7 Closed
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