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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

103 hedge funds and large institutions have $238M invested in Invesco S&P Ultra Dividend Revenue ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
103
Holders Change
+9
Holders Change %
+9.57%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
37
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.97M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.8M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$1.83M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.64M

Top Sellers

1
HWA
1
Heartwood Wealth Advisors
Virginia
$2.38M
2
Bank of America
2
Bank of America
North Carolina
$24.2M
3
EH
3
Equitable Holdings
New York
$10.7M
4
WANY
4
Wealthspire Advisors (New York)
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43M 1,019,364 +301,632 +42%
Bank of America
2
Bank of America
North Carolina
$24.2M 573,453 -317,248 -36%
LPL Financial
3
LPL Financial
California
$19M 451,550 +7,166 +2%
Wells Fargo
4
Wells Fargo
California
$15.6M 368,901 -7,487 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$14.8M 351,856 +65,297 +23%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 279,325 +2,710 +1%
EH
7
Equitable Holdings
New York
$10.7M 253,265 -85,393 -25%
RJA
8
Raymond James & Associates
Florida
$8.03M 190,479 +5,785 +3%
UBS Group
9
UBS Group
Switzerland
$6.89M 163,522 -30,920 -16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.25M 148,177 +4,116 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.98M 141,865 -6,443 -4%
PAG
12
Private Advisor Group
New Jersey
$5.79M 137,347 -6,758 -5%
CB
13
Cadence Bank
Mississippi
$5.25M 124,440 +20,550 +20%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.97M 117,901 +68,138 +137%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$4.72M 112,064 +2,939 +3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$4.72M 111,961 +10,096 +10%
AF
17
Allworth Financial
California
$3.81M 90,333 +1,563 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.64M 62,697 +650 +1%
HWA
19
Heartwood Wealth Advisors
Virginia
$2.38M 56,567 -526,659 -90%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.35M 55,842 +102 +0.2%
Ameriprise
21
Ameriprise
Minnesota
$2.24M 53,235 -6,716 -11%
AAS
22
Avantax Advisory Services
Texas
$2.16M 51,237 +2,445 +5%
NWM
23
NEIRG Wealth Management
Massachusetts
$1.83M 43,434 +43,434 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.64M 38,824 +38,824 New
LWA
25
Lenox Wealth Advisors
New York
$1.6M 38,000 – –
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