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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

104 hedge funds and large institutions have $263M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
104
Holders Change
+13
Holders Change %
+14.29%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
40
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$23.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$13.7M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.6M
4
Wells Fargo
4
Wells Fargo
California
$19.7M
5
LWA
5
Lenox Wealth Advisors
New York
$1.57M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$5.76M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$2.87M
3
Bank of America
3
Bank of America
North Carolina
$38.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.86M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.8M 941,630 -43,667 -4%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M 793,766 -11,601 -1%
HWA
3
Heartwood Wealth Advisors
Virginia
$23.7M 575,533 +551,959 +2,341%
Wells Fargo
4
Wells Fargo
California
$19.7M 478,750 +48,430 +11%
LPL Financial
5
LPL Financial
California
$16.6M 401,973 +9,242 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$13.7M 333,144 +63,280 +23%
EH
7
Equitable Holdings
New York
$12.7M 307,640 +4,116 +1%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$11.6M 281,650 +61,265 +28%
UBS Group
9
UBS Group
Switzerland
$7.29M 176,687 +1,362 +0.8%
RJA
10
Raymond James & Associates
Florida
$6.94M 168,338 +4,158 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.86M 142,180 -23,349 -14%
PAG
12
Private Advisor Group
New Jersey
$5.76M 139,654 -56,154 -29%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.21M 126,372 -6,282 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.53M 109,798 -1,294 -1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$4.35M 105,413 +13,116 +14%
Stifel Financial
16
Stifel Financial
Missouri
$4.14M 100,300 -825 -0.8%
AF
17
Allworth Financial
California
$4.1M 99,443 -3,503 -3%
CB
18
Cadence Bank
Mississippi
$3.3M 80,000 +6,100 +8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.3M 79,955 +4,065 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.95M 71,536 -14,148 -17%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.87M 69,547 -49,441 -42%
Ameriprise
22
Ameriprise
Minnesota
$2.53M 61,312 -6,910 -10%
AAS
23
Avantax Advisory Services
Texas
$2.01M 48,745 +790 +2%
LWA
24
Lenox Wealth Advisors
New York
$1.57M 38,000 +38,000 New
HighTower Advisors
25
HighTower Advisors
Illinois
$1.44M 35,024 -650 -2%
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