RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
27
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSEP
1
Golden State Equity Partners
California
$2.04M
2
GWP
2
Gateway Wealth Partners
Wisconsin
$1.15M
3
KWA
3
Kingswood Wealth Advisors
California
$987K
4
Jane Street
4
Jane Street
New York
$790K
5
WWA
5
WCG Wealth Advisors
Nevada
$1.29M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.49M
2
CB
2
Cadence Bank
Mississippi
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.07M
5
LPL Financial
5
LPL Financial
California
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.9M 1,136,328 -42,436 -4%
HWA
2
Heartwood Wealth Advisors
Virginia
$31.1M 694,372 +7,056 +1%
LPL Financial
3
LPL Financial
California
$24.9M 555,410 -32,800 -6%
Bank of America
4
Bank of America
North Carolina
$23.7M 527,975 -5,445 -1%
Wells Fargo
5
Wells Fargo
California
$12.3M 274,998 -9,578 -3%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$10.5M 234,664 -5,634 -2%
PAG
7
Private Advisor Group
New Jersey
$8.67M 193,560 -19,521 -9%
RJA
8
Raymond James & Associates
Florida
$5.63M 125,655 +6,005 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.49M 122,559 -98,328 -45%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.15M 115,034 -6,433 -5%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$4.59M 102,488 +398 +0.4%
UBS Group
12
UBS Group
Switzerland
$4.25M 94,778 -3,147 -3%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.13M 92,084 +9,700 +12%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.05M 90,355 -1,945 -2%
AF
15
Allworth Financial
California
$3.59M 75,312 -13,590 -15%
Ameriprise
16
Ameriprise
Minnesota
$3.38M 75,201 -5,561 -7%
AAS
17
Avantax Advisory Services
Texas
$2.22M 49,564 -1,867 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.09M 46,644 -711 -2%
GSEP
19
Golden State Equity Partners
California
$2.04M 45,644 +45,644 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.74M 38,778 +2,908 +8%
FCA
21
FinTrust Capital Advisors
South Carolina
$1.72M 38,330 +7,864 +26%
WANY
22
Wealthspire Advisors (New York)
New York
$1.7M 38,000 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.65M 36,785 -2,896 -7%
AWM
24
AE Wealth Management
Kansas
$1.64M 36,678 -132 -0.4%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.63M 36,273 -3,310 -8%
1
2 3 4 5