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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

112 hedge funds and large institutions have $290M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
52
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$33.2M
2
FTUS
2
Flow Traders U.S.
New York
$939K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$932K
4
PAG
4
Private Advisor Group
New Jersey
$8.09M
5
GS
5
GTS Securities
New York
$762K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.3M
2
Bank of America
2
Bank of America
North Carolina
$20.5M
3
DWMG
3
DB Wealth Management Group
California
$0
4
Wells Fargo
4
Wells Fargo
California
$13.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.3M 1,514,259 -320,542 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$33.2M 845,971 +177,878 +27%
LPL Financial
3
LPL Financial
California
$26.3M 671,818 -50,225 -7%
Bank of America
4
Bank of America
North Carolina
$20.5M 522,975 -120,071 -19%
Wells Fargo
5
Wells Fargo
California
$13.2M 338,314 -101,654 -23%
NWM
6
NEIRG Wealth Management
Massachusetts
$11.6M 296,504 -32,760 -10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.83M 251,033 -54,693 -18%
RJA
8
Raymond James & Associates
Florida
$8.76M 223,774 -15,722 -7%
PAG
9
Private Advisor Group
New Jersey
$8.09M 206,777 +21,575 +12%
PIN
10
Prudent Investors Network
California
$7.32M 187,071 -2,317 -1%
UBS Group
11
UBS Group
Switzerland
$6.48M 165,443 -53,779 -25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.45M 164,683 -24,452 -13%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.4M 112,320 -57,165 -34%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.97M 101,381 -3,989 -4%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$3.88M 99,200 +1,947 +2%
AF
16
Allworth Financial
California
$3.8M 97,094 -8,838 -8%
CB
17
Cadence Bank
Mississippi
$3.73M 95,235 -16,300 -15%
Stifel Financial
18
Stifel Financial
Missouri
$3.59M 91,718 -14,050 -13%
HWA
19
Heartwood Wealth Advisors
Virginia
$3.57M 91,091 +5,147 +6%
Ameriprise
20
Ameriprise
Minnesota
$3.18M 81,273 -19,891 -20%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.91M 74,438 -57,945 -44%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.83M 72,374 -19,676 -21%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.69M 68,770 +1,161 +2%
EH
24
Equitable Holdings
New York
$2.29M 58,432 +2,899 +5%
AAS
25
Avantax Advisory Services
Texas
$2.26M 57,763 -839 -1%
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