Invesco S&P Ultra Dividend Revenue ETF
RDIV
114 hedge funds and large institutions have $254M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 43 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
5% more funds holding
Funds holding: 109 → 114 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.22% less ownership
Funds ownership: 35.23% → 34.02% (-1.2%)
7% less capital invested
Capital invested by funds: $272M → $254M (-$18.6M)
35% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$1.15M |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$987K |
| 3 |
Jane Street
New York
|
+$791K |
| 4 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$570K |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.41M |
| 2 |
CB
Cadence Bank
Tupelo,
Mississippi
|
-$4.35M |
| 3 |
Morgan Stanley
New York
|
-$1.9M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$1.78M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.47M |
RDIV Hedge Fund Activity: Q2 2024 in Review
114 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q2 2024, worth a combined $254M — down 6.8% from $272M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new RDIV positions and 6 closed out — a net gain of 8 holders — while 28 added to existing stakes and 43 trimmed.
The largest buyer was Gateway Wealth Partners, opening a new position worth an estimated $1.15M. The largest seller was Osaic Holdings, cutting an estimated $4.41M.
- 114 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q2 2024, up from 109 in Q1 2024.
- Funds reported $254M of Invesco S&P Ultra Dividend Revenue ETF stock for Q2 2024, down 6.8% quarter-over-quarter.
- 14 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q2 2024 was Gateway Wealth Partners, an estimated $1.15M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q2 2024 was Osaic Holdings, an estimated $4.41M sold.
Based on aggregated 13F filings for Q2 2024.