Invesco S&P Ultra Dividend Revenue ETF
RDIV
117 hedge funds and large institutions have $379M 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.
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
92% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 25
47% more capital invested
Capital invested by funds: $257M → $379M (+$122M)
14% more funds holding
Funds holding: 103 → 117 (+14)
3.33% more ownership
Funds ownership: 35.43% → 38.76% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$24.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$17.1M |
| 3 |
PIN
Prudent Investors Network
Lake Forest,
California
|
+$9.61M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.91M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$4.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.76M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.1M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.07M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$840K |
| 5 |
Goldman Sachs
New York
|
-$674K |
RDIV Hedge Fund Activity: Q4 2022 in Review
117 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2022, worth a combined $379M — up 47% from $257M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new RDIV positions and 7 closed out — a net gain of 18 holders — while 48 added to existing stakes and 25 trimmed.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $24.1M. The largest seller was Raymond James & Associates, cutting an estimated $2.76M.
- 117 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2022, up from 103 in Q3 2022.
- Funds reported $379M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2022, up 47% quarter-over-quarter.
- 25 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2022 and 7 closed out, a net change of +18 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2022 was Portfolio Strategies, an estimated $24.1M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2022 was Raymond James & Associates, an estimated $2.76M sold.
Based on aggregated 13F filings for Q4 2022.