Invesco S&P Ultra Dividend Revenue ETF
RDIV
112 hedge funds and large institutions have $266M invested in Invesco S&P Ultra Dividend Revenue ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $230M → $266M (+$36.4M)
2% more funds holding
Funds holding: 110 → 112 (+2)
1.25% more ownership
Funds ownership: 33.83% → 35.08% (+1.2%)
22% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$22.1M |
| 2 |
JP Morgan Chase
New York
|
+$796K |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$554K |
| 4 |
EH
Equitable Holdings
New York
|
+$484K |
| 5 |
Jane Street
New York
|
+$451K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$9.87M |
| 2 |
Morgan Stanley
New York
|
-$3.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.85M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.64M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.37M |
RDIV Hedge Fund Activity: Q4 2023 in Review
112 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q4 2023, worth a combined $266M — up 16% from $230M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RDIV positions and 10 closed out — a net gain of 4 holders — while 32 added to existing stakes and 41 trimmed.
The largest buyer was Heartwood Wealth Advisors, adding an estimated $22.1M. The largest seller was Connectus Wealth, exiting entirely with an estimated $9.87M sold.
- 112 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q4 2023, up from 110 in Q3 2023.
- Funds reported $266M of Invesco S&P Ultra Dividend Revenue ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 14 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q4 2023 and 10 closed out, a net change of +4 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q4 2023 was Heartwood Wealth Advisors, an estimated $22.1M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q4 2023 was Connectus Wealth, an estimated $9.87M sold.
Based on aggregated 13F filings for Q4 2023.