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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

88 hedge funds and large institutions have $553M invested in Invesco S&P Ultra Dividend Revenue ETF in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+23
Holders Change %
+35.38%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
35
Increased
35
Reduced
9
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$72.9M
2
Morgan Stanley
Morgan Stanley
New York
$128M
3
Ameriprise
Ameriprise
Minnesota
$81.3M
4
Wells Fargo
Wells Fargo
California
$56.1M
5
UBS Group
UBS Group
Switzerland
$32.4M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$0
2
GA
Gateway Advisory
New Jersey
$2.71M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.23M
4
PAG
Private Advisory Group
Washington
$0
5
NFG
Noven Financial Group
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$128M +$37.6M +1,123,789 +42%
Ameriprise
2
Ameriprise
Minnesota
$81.3M +$36.3M +1,084,957 +81%
Bank of America
3
Bank of America
North Carolina
$72.9M +$38.7M +1,155,574 +113%
Wells Fargo
4
Wells Fargo
California
$56.1M +$27.8M +831,319 +98%
UBS Group
5
UBS Group
Switzerland
$32.4M +$18.3M +547,144 +130%
LPL Financial
6
LPL Financial
California
$22.8M +$6.69M +199,715 +42%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.3M +$2.29M +68,285 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.3M +$83.8K +2,504 +0.7%
CAN
9
Cetera Advisor Networks
California
$9.86M +$717K +21,453 +8%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$9.57M +$4.9M +146,246 +105%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.4M +$2.16M +64,604 +30%
RJA
12
Raymond James & Associates
Florida
$9.17M +$4.63M +138,179 +102%
Stifel Financial
13
Stifel Financial
Missouri
$7.05M +$4.87M +145,325 +223%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$6.5M +$4.68M +139,895 +258%
AAS
15
Avantax Advisory Services
Texas
$6.21M +$6.21M +185,507 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$5.71M +$1.02M +30,307 +22%
NEIRG
17
New England Investment & Retirement Group
Massachusetts
$5.5M +$5.5M +164,154 New
AG
18
Advisor Group
Arizona
$4.5M +$1.82M +54,466 +68%
APA
19
American Portfolios Advisors
New York
$3.55M +$3.33M +99,368 +1,464%
AF
20
Allworth Financial
California
$3.25M +$3.25M +97,030 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.23M -$958K -28,608 -23%
ACM
22
AlphaStar Capital Management
North Carolina
$2.88M +$409K +12,219 +17%
GA
23
Gateway Advisory
New Jersey
$2.71M -$1.76M -52,525 -39%
IA
24
IFP Advisors
Florida
$2.54M +$683K +20,450 +37%
PAG
25
Private Advisor Group
New Jersey
$2.25M +$567K +16,933 +34%
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