Invesco S&P Ultra Dividend Revenue ETF
RDIV
122 hedge funds and large institutions have $302M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
43% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 30
1.16% more ownership
Funds ownership: 36.57% → 37.74% (+1.2%)
0% more capital invested
Capital invested by funds: $301M → $302M (+$781K)
0% more funds holding
Funds holding: 122 → 122 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.45M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.12M |
| 4 |
OBWG
Onyx Bridge Wealth Group
Tarrytown,
New York
|
+$1.78M |
| 5 |
GS
GTS Securities
New York
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.27M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
-$2.47M |
| 3 |
LPL Financial
San Diego,
California
|
-$588K |
| 4 |
Two Sigma Investments
New York
|
-$514K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$491K |
RDIV Hedge Fund Activity: Q4 2024 in Review
122 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2024, worth a combined $302M — up 0.26% from $301M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RDIV positions and 8 closed out — a net gain of 6 holders — while 43 added to existing stakes and 30 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.45M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $3.27M sold.
- 122 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $302M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2024, up 0.26% quarter-over-quarter.
- 14 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2024 and 8 closed out, a net change of +6 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $4.45M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $3.27M sold.
Based on aggregated 13F filings for Q4 2024.