Invesco S&P Ultra Dividend Revenue ETF
RDIV
88 hedge funds and large institutions have $554M 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 11 closing their positions.
289% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 9
218% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 11
43% more capital invested
Capital invested by funds: $388M → $554M (+$165M)
38% more funds holding
Funds holding: 64 → 88 (+24)
5.72% more ownership
Funds ownership: 41.96% → 47.68% (+5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$42.6M |
| 2 |
Morgan Stanley
New York
|
+$41.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$40M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$30.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$14.3M |
| 2 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$1.94M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.05M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$792K |
| 5 |
JP Morgan Chase
New York
|
-$726K |
RDIV Hedge Fund Activity: Q4 2018 in Review
88 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2018, worth a combined $554M — up 43% from $388M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new RDIV positions and 11 closed out — a net gain of 24 holders — while 35 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $42.6M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $14.3M sold.
- 88 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2018, up from 64 in Q3 2018.
- Funds reported $554M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2018, up 43% quarter-over-quarter.
- 35 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2018 and 11 closed out, a net change of +24 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2018 was Bank of America, an estimated $42.6M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2018.