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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

110 hedge funds and large institutions have $230M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
40
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
Connectus Wealth
Ohio
$9.87M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.27M
3
Bank of America
3
Bank of America
North Carolina
$20.4M
4
TRCT
4
Tower Research Capital (TRC)
New York
$590K
5
FCA
5
FinTrust Capital Advisors
South Carolina
$604K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$10.3M
2
NWM
2
NEIRG Wealth Management
Massachusetts
$0
3
PIN
3
Prudent Investors Network
California
$0
4
RJA
4
Raymond James & Associates
Florida
$4.03M
5
LPL Financial
5
LPL Financial
California
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.7M 1,415,484 -98,775 -7%
LPL Financial
2
LPL Financial
California
$21.3M 572,941 -98,877 -15%
Bank of America
3
Bank of America
North Carolina
$20.4M 547,729 +24,754 +5%
Wells Fargo
4
Wells Fargo
California
$12.9M 347,104 +8,790 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.3M 276,760 -569,211 -67%
CW
6
Connectus Wealth
Ohio
$9.87M 265,419 +265,419 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.28M 249,392 -1,641 -0.7%
PAG
8
Private Advisor Group
New Jersey
$8.02M 215,493 +8,716 +4%
UBS Group
9
UBS Group
Switzerland
$6.04M 162,412 -3,031 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.25M 141,087 -23,596 -14%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.26M 114,634 +2,314 +2%
RJA
12
Raymond James & Associates
Florida
$4.03M 108,371 -115,403 -52%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$3.76M 101,067 +1,867 +2%
HWA
14
Heartwood Wealth Advisors
Virginia
$3.67M 98,536 +7,445 +8%
AF
15
Allworth Financial
California
$3.63M 97,527 +433 +0.4%
CB
16
Cadence Bank
Mississippi
$3.57M 96,035 +800 +0.8%
Stifel Financial
17
Stifel Financial
Missouri
$2.93M 78,699 -13,019 -14%
Ameriprise
18
Ameriprise
Minnesota
$2.35M 63,188 -18,085 -22%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.33M 62,763 -11,675 -16%
Citadel Advisors
20
Citadel Advisors
Florida
$2.27M 61,028 +48,679 +394%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.22M 59,681 -9,089 -13%
AAS
22
Avantax Advisory Services
Texas
$2.18M 58,677 +914 +2%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.13M 57,210 -15,164 -21%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.85M 49,625 -51,756 -51%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.79M 48,216 -8,452 -15%
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