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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

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.

Holders
109
Holders Change
-3
Holders Change %
-2.68%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
41
Reduced
36
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$3.78M
2
Ameriprise
2
Ameriprise
Minnesota
$3.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.05M
4
Bank of America
4
Bank of America
North Carolina
$24.4M
5
HWA
5
Heartwood Wealth Advisors
Virginia
$31.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
UBS Group
2
UBS Group
Switzerland
$4.49M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
EH
4
Equitable Holdings
New York
$1.57M
5
EFG
5
Ethos Financial Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54M 1,178,764 -1,486,754 -56%
HWA
2
Heartwood Wealth Advisors
Virginia
$31.5M 687,316 +18,711 +3%
LPL Financial
3
LPL Financial
California
$27M 588,210 +8,799 +2%
Bank of America
4
Bank of America
North Carolina
$24.4M 533,420 +19,782 +4%
Wells Fargo
5
Wells Fargo
California
$13M 284,576 -30,603 -10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11M 240,298 -4,268 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$10.1M 220,887 -13,541 -6%
PAG
8
Private Advisor Group
New Jersey
$9.77M 213,081 +6,300 +3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.57M 121,467 +6,125 +5%
RJA
10
Raymond James & Associates
Florida
$5.48M 119,650 +3,899 +3%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.68M 102,090 +520 +0.5%
UBS Group
12
UBS Group
Switzerland
$4.49M 97,925 -43,579 -31%
CB
13
Cadence Bank
Mississippi
$4.35M 94,835 -4,600 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.23M 92,300 -13,450 -13%
AF
15
Allworth Financial
California
$4.07M 88,902 -1,578 -2%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.78M 82,384 +45,639 +124%
Ameriprise
17
Ameriprise
Minnesota
$3.7M 80,762 +25,617 +46%
Stifel Financial
18
Stifel Financial
Missouri
$2.92M 63,619 -3,788 -6%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$2.64M 57,663 +14,987 +35%
AAS
20
Avantax Advisory Services
Texas
$2.36M 51,431 -1,602 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.17M 47,355 -5,063 -10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.82M 39,681 -11,448 -22%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.81M 39,583 -5,826 -13%
Truist Financial
24
Truist Financial
North Carolina
$1.75M 38,212 -2,133 -5%
WANY
25
Wealthspire Advisors (New York)
New York
$1.74M 38,000 – –
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