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Invesco S&P Ultra Dividend Revenue ETF

101 hedge funds and large institutions have $242M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

2% more capital invested

Capital invested by funds: $238M → $242M (+$3.63M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.99% less ownership

Funds ownership: 31.91%30.92% (-0.99%)

2% less funds holding

Funds holding: 103101 (-2)

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
42
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change

RDIV Hedge Fund Activity: Q1 2022 in Review

101 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q1 2022, worth a combined $242M — up 1.5% from $238M a quarter earlier.

Fund positioning in RDIV was balanced in Q1 2022: 10 funds opened new positions, 10 closed out, 42 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.93M. The largest seller was Equitable Holdings, cutting an estimated $7.28M.

  • 101 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $242M of Invesco S&P Ultra Dividend Revenue ETF stock for Q1 2022, up 1.5% quarter-over-quarter.
  • 10 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q1 2022 and 10 closed out, a net change of 0 holders.
  • The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q1 2022 was Morgan Stanley, an estimated $8.93M added.
  • The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q1 2022 was Equitable Holdings, an estimated $7.28M sold.

Based on aggregated 13F filings for Q1 2022.