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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

100 hedge funds and large institutions have $241M 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 11 closing their positions.

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.9M
2
NWM
2
NEIRG Wealth Management
Massachusetts
$4.13M
3
FTUS
3
Flow Traders U.S.
New York
$840K
4
Bank of America
4
Bank of America
North Carolina
$25.9M
5
AWS
5
Atria Wealth Solutions
New York
$644K

Top Sellers

1
EH
1
Equitable Holdings
New York
$3.58M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.35M
3
Wells Fargo
3
Wells Fargo
California
$13.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$13.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$278K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.9M 1,229,768 +210,404 +21%
Bank of America
2
Bank of America
North Carolina
$25.9M 591,870 +18,417 +3%
LPL Financial
3
LPL Financial
California
$19.6M 447,987 -3,563 -0.8%
Wells Fargo
4
Wells Fargo
California
$13.3M 303,566 -65,335 -18%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.3M 297,069 -54,787 -16%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$12.6M 287,181 +7,856 +3%
RJA
7
Raymond James & Associates
Florida
$8.2M 187,145 -3,334 -2%
UBS Group
8
UBS Group
Switzerland
$7.06M 160,959 -2,563 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.76M 154,169 +12,304 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.68M 152,375 +4,198 +3%
PAG
11
Private Advisor Group
New Jersey
$5.68M 129,443 -7,904 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$5.54M 126,380 +14,419 +13%
CB
13
Cadence Bank
Mississippi
$5.28M 120,385 -4,055 -3%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$5.03M 114,805 +2,741 +2%
NWM
15
NEIRG Wealth Management
Massachusetts
$4.13M 94,179 +50,745 +117%
AF
16
Allworth Financial
California
$3.9M 88,907 -1,426 -2%
EH
17
Equitable Holdings
New York
$3.58M 81,707 -171,558 -68%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.86M 65,313 +2,616 +4%
HWA
19
Heartwood Wealth Advisors
Virginia
$2.75M 62,769 +6,202 +11%
AAS
20
Avantax Advisory Services
Texas
$2.42M 55,313 +4,076 +8%
Ameriprise
21
Ameriprise
Minnesota
$2.28M 51,854 -1,381 -3%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.18M 49,753 -6,089 -11%
LWA
23
Lenox Wealth Advisors
New York
$1.7M 38,000 – –
HighTower Advisors
24
HighTower Advisors
Illinois
$1.51M 34,383 +389 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.35M 30,877 -87,024 -74%
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