RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

118 hedge funds and large institutions have $316M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.26% less ownership

Funds ownership: 37.68%37.41% (-0.26%)

9% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 43

Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$29.7K
NSIM
102
North Star Investment Management
Illinois
$26.1K
CAL
103
Capital Analysts LLC
Pennsylvania
$21K
SWA
104
SOA Wealth Advisors
New York
$18.6K
CT
105
Colonial Trust
South Carolina
$15.7K
BWL
106
Bogart Wealth LLC
Virginia
$15K
HI
107
Harbour Investments
Wisconsin
$12.8K
TCM
108
Triumph Capital Management
Colorado
$12.2K
RF
109
Rossby Financial
Florida
$11.8K
PS
110
Principal Securities
Iowa
$10.4K
RPCA
111
Running Point Capital Advisors
California
$7.58K
FFWM
112
Future Financial Wealth Management
Ohio
$7.09K
FFA
113
Farther Finance Advisors
California
$7.04K
GWSG
114
GPS Wealth Strategies Group
Colorado
$5.21K
GRP
115
Global Retirement Partners
California
$5.21K
TRCT
116
Tower Research Capital (TRC)
New York
$2.35K
FLP
117
Financial Life Planners
Arizona
$1.8K
QCM
118
QRG Capital Management
Illinois
TSMHT
119
Thurston Springer Miller Herd & Titak
Indiana
AAP
120
Arax Advisory Partners
Colorado
AAS
121
Ameritas Advisory Services
Nebraska
BIG
122
Brooklyn Investment Group
New York
PCA
123
Providence Capital Advisors
North Carolina