Invesco S&P Ultra Dividend Revenue ETF
RDIV
85 hedge funds and large institutions have $195M invested in Invesco S&P Ultra Dividend Revenue ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 40 reducing their positions, and 7 closing their positions.
129% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $176M → $195M (+$18.7M)
10% more funds holding
Funds holding: 77 → 85 (+8)
0.34% less ownership
Funds ownership: 31.97% → 31.63% (-0.34%)
63% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cadence Bank
Tupelo,
Mississippi
|
+$1.36M |
| 2 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$1.14M |
| 3 |
EH
Equitable Holdings
New York
|
+$660K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$580K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.27M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.98M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$3.47M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.91M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.96M |
RDIV Hedge Fund Activity: Q4 2020 in Review
85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2020, worth a combined $195M — up 11% from $176M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RDIV positions and 7 closed out — a net gain of 9 holders — while 15 added to existing stakes and 40 trimmed.
The largest buyer was Cadence Bank, adding an estimated $1.36M. The largest seller was Morgan Stanley, cutting an estimated $5.27M.
- 85 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2020, up from 77 in Q3 2020.
- Funds reported $195M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2020, up 11% quarter-over-quarter.
- 16 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2020 and 7 closed out, a net change of +9 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2020 was Cadence Bank, an estimated $1.36M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2020 was Morgan Stanley, an estimated $5.27M sold.
Based on aggregated 13F filings for Q4 2020.