Invesco S&P Ultra Dividend Revenue ETF
RDIV
64 hedge funds and large institutions have $388M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 6 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 6
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
75% more capital invested
Capital invested by funds: $222M → $388M (+$166M)
19% more funds holding
Funds holding: 54 → 64 (+10)
4.19% more ownership
Funds ownership: 37.76% → 41.96% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$62.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$12.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$11.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$9.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$526K |
| 3 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$469K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$394K |
| 5 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$56.1K |
RDIV Hedge Fund Activity: Q3 2018 in Review
64 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q3 2018, worth a combined $388M — up 75% from $222M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RDIV positions and 6 closed out — a net gain of 10 holders — while 32 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $62.2M. The largest seller was Jane Street, cutting an estimated $3.5M.
- 64 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q3 2018, up from 54 in Q2 2018.
- Funds reported $388M of Invesco S&P Ultra Dividend Revenue ETF stock for Q3 2018, up 75% quarter-over-quarter.
- 16 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q3 2018 and 6 closed out, a net change of +10 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q3 2018 was Morgan Stanley, an estimated $62.2M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q3 2018 was Jane Street, an estimated $3.5M sold.
Based on aggregated 13F filings for Q3 2018.