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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

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.

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
45
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.4M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
PAG
3
Private Advisor Group
New Jersey
$7.27M
4
NWM
4
NEIRG Wealth Management
Massachusetts
$5.78M
5
Jane Street
5
Jane Street
New York
$1.72M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$11.4M
2
Bank of America
2
Bank of America
North Carolina
$23.6M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$3.95M
4
EH
4
Equitable Holdings
New York
$2.67M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.4M 1,607,406 +377,638 +31%
Bank of America
2
Bank of America
North Carolina
$23.6M 571,768 -20,102 -3%
LPL Financial
3
LPL Financial
California
$20.1M 486,645 +38,658 +9%
Wells Fargo
4
Wells Fargo
California
$17M 411,473 +107,907 +36%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.9M 286,985 -196 -0.1%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.4M 274,521 -22,548 -8%
RJA
7
Raymond James & Associates
Florida
$9.31M 225,456 +38,311 +20%
PAG
8
Private Advisor Group
New Jersey
$7.27M 175,887 +46,444 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.24M 175,199 +21,030 +14%
UBS Group
10
UBS Group
Switzerland
$6.61M 160,088 -871 -0.5%
NWM
11
NEIRG Wealth Management
Massachusetts
$5.78M 139,832 +45,653 +48%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.71M 138,286 -14,089 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.18M 125,365 -1,015 -0.8%
CB
14
Cadence Bank
Mississippi
$5.14M 124,490 +4,105 +3%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$3.95M 95,597 -19,208 -17%
AF
16
Allworth Financial
California
$3.7M 89,495 +588 +0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.48M 84,345 +19,032 +29%
HWA
18
Heartwood Wealth Advisors
Virginia
$3.31M 80,113 +17,344 +28%
EH
19
Equitable Holdings
New York
$2.67M 64,541 -17,166 -21%
AAS
20
Avantax Advisory Services
Texas
$2.24M 54,168 -1,145 -2%
Ameriprise
21
Ameriprise
Minnesota
$2.17M 52,735 +881 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.97M 47,655 -2,098 -4%
Stifel Financial
23
Stifel Financial
Missouri
$1.89M 45,788 +26,691 +140%
Jane Street
24
Jane Street
New York
$1.72M 41,668 +41,668 New
MIAN
25
Mariner Independent Advisor Network
Kansas
$1.59M 38,401 +38,401 New
1
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