Invesco S&P Ultra Dividend Revenue ETF
RDIV
14 hedge funds and large institutions have $20.6M invested in Invesco S&P Ultra Dividend Revenue ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
143% more capital invested
Capital invested by funds: $8.48M → $20.6M (+$12.1M)
56% more funds holding
Funds holding: 9 → 14 (+5)
9.64% more ownership
Funds ownership: 31.57% → 41.21% (+9.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.33M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$4.23M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 4 |
WPW
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
+$291K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$83.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$892K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$496K |
RDIV Hedge Fund Activity: Q4 2014 in Review
14 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2014, worth a combined $20.6M — up 143% from $8.48M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new RDIV positions and 0 closed out — a net gain of 6 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.33M. The largest seller was Royal Bank of Canada, cutting an estimated $892K.
- 14 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2014, up from 9 in Q3 2014.
- Funds reported $20.6M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2014, up 143% quarter-over-quarter.
- 6 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2014 and 0 closed out, a net change of +6 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2014 was Morgan Stanley, an estimated $5.33M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2014 was Royal Bank of Canada, an estimated $892K sold.
Based on aggregated 13F filings for Q4 2014.