Invesco S&P Ultra Dividend Revenue ETF
RDIV
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.
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: 115 → 116 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$10.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.04M |
| 3 |
Morgan Stanley
New York
|
+$1.09M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.04M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$932K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.36M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.4M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$1.33M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.29M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$948K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
AssetMark Inc
Concord,
California
| – | -$342 | -7 | 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.