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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

117 hedge funds and large institutions have $854M invested in Invesco S&P Ultra Dividend Revenue ETF in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+14
Holders Change %
+13.59%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
25
Increased
48
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$24.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$28.9M
3
PIN
3
Prudent Investors Network
California
$9.78M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.79M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$9.87M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$360K
4
TRCT
4
Tower Research Capital (TRC)
New York
$7K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$475M 10,900 – –
Morgan Stanley
2
Morgan Stanley
New York
$82.9M 1,902,699 +105,596 +6%
LPL Financial
3
LPL Financial
California
$29.1M 668,147 +114,554 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$28.9M 662,682 +399,205 +152%
PS
5
Portfolio Strategies
New York
$24.5M 562,690 +562,690 New
Bank of America
6
Bank of America
North Carolina
$24.3M 558,779 -1,809 -0.3%
Wells Fargo
7
Wells Fargo
California
$20.4M 467,291 +25,204 +6%
NWM
8
NEIRG Wealth Management
Massachusetts
$13.5M 309,538 +95,903 +45%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$12.9M 296,656 +7,131 +2%
KWM
10
KFG Wealth Management
Indiana
$10.2M 234,726 +234,726 New
RJA
11
Raymond James & Associates
Florida
$9.87M 226,611 -64,396 -22%
PIN
12
Prudent Investors Network
California
$9.78M 224,456 +224,456 New
UBS Group
13
UBS Group
Switzerland
$7.72M 177,078 +8,670 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.69M 176,408 +3,527 +2%
Stifel Financial
15
Stifel Financial
Missouri
$6.79M 155,953 +105,598 +210%
Ameriprise
16
Ameriprise
Minnesota
$5.47M 125,554 +51,503 +70%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.38M 123,546 +17,125 +16%
CB
18
Cadence Bank
Mississippi
$5.08M 116,635 -6,100 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$4.83M 110,809 +5,005 +5%
AF
20
Allworth Financial
California
$4.51M 103,604 -1,003 -1%
DWMG
21
DB Wealth Management Group
California
$4.42M 101,507 +32,849 +48%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$4.21M 96,659 +144 +0.1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.08M 93,732 +2,518 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.03M 92,493 -3,627 -4%
HWA
25
Heartwood Wealth Advisors
Virginia
$3.34M 76,744 -3,195 -4%
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