RDIV icon

Invesco S&P Ultra Dividend Revenue ETF

95 hedge funds and large institutions have $267M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-30
Holders Change %
-24%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
27
Reduced
45
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50M -$35M -1,510,090 -41%
Bank of America
2
Bank of America
North Carolina
$39.4M -$18.7M -808,477 -32%
Ameriprise
3
Ameriprise
Minnesota
$26.9M -$28M -1,209,973 -51%
Wells Fargo
4
Wells Fargo
California
$17.7M -$22.4M -964,587 -56%
LPL Financial
5
LPL Financial
California
$14.3M -$7.53M -324,889 -34%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.68M +$9.68M +417,833 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.01M -$5.1M -219,931 -36%
AAS
8
Avantax Advisory Services
Texas
$8.63M -$3.26M -140,522 -27%
UBS Group
9
UBS Group
Switzerland
$7.45M -$17.6M -758,771 -70%
CAN
10
Cetera Advisor Networks
California
$6.57M -$980K -42,245 -13%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.09M -$935K -40,317 -13%
RJA
12
Raymond James & Associates
Florida
$5.98M -$3.99M -171,966 -40%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.5M -$1.75M -75,439 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.17M -$2.84M -122,333 -35%
PAG
15
Private Advisor Group
New Jersey
$4.69M -$758K -32,667 -14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.65M -$1.39M -59,887 -23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.73M +$2.8M +120,809 +301%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$3.66M -$1.43M -61,843 -28%
AF
19
Allworth Financial
California
$3.03M +$524K +22,596 +21%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.95M -$1.7M -73,388 -37%
Citadel Advisors
21
Citadel Advisors
Florida
$2.75M +$2.75M +118,665 New
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$2.69M -$385K -16,599 -13%
FAIM
23
Financial Advocates Investment Management
Washington
$1.76M -$120K -5,187 -6%
OMC
24
Old Mission Capital
Illinois
$1.4M +$1.4M +60,249 New
FAAS
25
First Allied Advisory Services
California
$1.28M +$139K +5,990 +12%