Invesco S&P Ultra Dividend Revenue ETF
RDIV
109 hedge funds and large institutions have $262M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
61% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 28
9% more funds holding
Funds holding: 100 → 109 (+9)
8% more capital invested
Capital invested by funds: $241M → $262M (+$20.3M)
2.8% more ownership
Funds ownership: 30.86% → 33.65% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4.66M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2M |
| 4 |
NWM
NEIRG Wealth Management
North Andover,
Massachusetts
|
+$1.97M |
| 5 |
Jane Street
New York
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$973K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$868K |
| 3 |
Rockefeller Capital Management
New York
|
-$829K |
| 4 |
EH
Equitable Holdings
New York
|
-$741K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$608K |
RDIV Hedge Fund Activity: Q2 2022 in Review
109 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q2 2022, worth a combined $262M — up 8.4% from $241M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RDIV positions and 6 closed out — a net gain of 10 holders — while 45 added to existing stakes and 28 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.3M. The largest seller was Osaic Holdings, cutting an estimated $973K.
- 109 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q2 2022, up from 100 in Q1 2022.
- Funds reported $262M of Invesco S&P Ultra Dividend Revenue ETF stock for Q2 2022, up 8.4% quarter-over-quarter.
- 16 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q2 2022 and 6 closed out, a net change of +10 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q2 2022 was Morgan Stanley, an estimated $16.3M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q2 2022 was Osaic Holdings, an estimated $973K sold.
Based on aggregated 13F filings for Q2 2022.