RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

120 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 12 funds opening new positions, 39 increasing their positions, 45 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:

0.25% less ownership

Funds ownership: 37.72%37.47% (-0.25%)

13% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 45

Holders
120
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
CIAS
101
Capital Investment Advisory Services
North Carolina
$39.9K
APW
102
Aventura Private Wealth
Florida
$30K
SMA
103
Sage Mountain Advisors
Georgia
$29.9K
AIM
104
Anchor Investment Management
South Carolina
$29.7K
NSIM
105
North Star Investment Management
Illinois
$26.1K
CAL
106
Capital Analysts LLC
Pennsylvania
$21K
SWA
107
SOA Wealth Advisors
New York
$18.6K
CT
108
Colonial Trust
South Carolina
$15.7K
BWL
109
Bogart Wealth LLC
Virginia
$15K
HI
110
Harbour Investments
Wisconsin
$12.8K
RF
111
Rossby Financial
Florida
$11.8K
PS
112
Principal Securities
Iowa
$10.4K
RPCA
113
Running Point Capital Advisors
California
$7.58K
FFWM
114
Future Financial Wealth Management
Ohio
$7.09K
FFA
115
Farther Finance Advisors
California
$7.04K
GWSG
116
GPS Wealth Strategies Group
Colorado
$5.21K
GRP
117
Global Retirement Partners
California
$5.21K
TRCT
118
Tower Research Capital (TRC)
New York
$2.35K
FLP
119
Financial Life Planners
Arizona
$1.8K
QCM
120
QRG Capital Management
Illinois
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
AAP
122
Arax Advisory Partners
Colorado
AAS
123
Ameritas Advisory Services
Nebraska
BIG
124
Brooklyn Investment Group
New York
PCA
125
Providence Capital Advisors
North Carolina