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Invesco S&P Ultra Dividend Revenue ETF
RDIV

9 hedge funds and large institutions have $8.48M invested in Invesco S&P Ultra Dividend Revenue ETF in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,089% more capital inflows, than outflows

Capital inflows: $2.18M | Capital outflows: $99.4K

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

29% more funds holding

Funds holding: 7 → 9 (+2)

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$802K
3
Ameriprise
Ameriprise
Minnesota
+$110K
4
Oppenheimer & Co
Oppenheimer & Co
New York
+$49.9K
5
UBS
UBS
Switzerland
+$23.4K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$88.6K
2
Bank of America
Bank of America
North Carolina
-$10.8K

RDIV Hedge Fund Activity: Q3 2014 in Review

9 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q3 2014, worth a combined $8.48M — up 30% from $6.52M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new RDIV positions and 0 closed out — a net gain of 2 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.18M. The largest seller was Royal Bank of Canada, cutting an estimated $88.6K.

  • 9 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q3 2014, up from 7 in Q2 2014.
  • Funds reported $8.48M of Invesco S&P Ultra Dividend Revenue ETF stock for Q3 2014, up 30% quarter-over-quarter.
  • 2 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q3 2014 and 0 closed out, a net change of +2 holders.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q3 2014 was Morgan Stanley, an estimated $1.18M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $88.6K sold.

Based on aggregated 13F filings for Q3 2014.