Invesco S&P Ultra Dividend Revenue ETF
RDIV
109 hedge funds and large institutions have $272M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 10 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 36
2% more capital invested
Capital invested by funds: $266M → $272M (+$6.31M)
0.16% more ownership
Funds ownership: 35.08% → 35.23% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 112 → 109 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$1.98M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.11M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$992K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$860K |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$813K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.89M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.33M |
| 4 |
EH
Equitable Holdings
New York
|
-$982K |
| 5 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
-$624K |
RDIV Hedge Fund Activity: Q1 2024 in Review
109 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q1 2024, worth a combined $272M — up 2.4% from $266M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of RDIV and 7 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 41 added.
The largest buyer was HighTower Advisors, adding an estimated $1.98M. The largest seller was Morgan Stanley, cutting an estimated $6.69M.
- 109 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q1 2024, down from 112 in Q4 2023.
- Funds reported $272M of Invesco S&P Ultra Dividend Revenue ETF stock for Q1 2024, up 2.4% quarter-over-quarter.
- 7 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q1 2024 and 10 closed out, a net change of -3 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q1 2024 was HighTower Advisors, an estimated $1.98M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q1 2024 was Morgan Stanley, an estimated $6.69M sold.
Based on aggregated 13F filings for Q1 2024.