RDIV icon

Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

122 hedge funds and large institutions have $301M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
35
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CB
1
Cadence Bank
Mississippi
$4.66M
2
PFGIA
2
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M
3
KWM
3
Kingsview Wealth Management
Oregon
$3.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.4M
5
P
5
&Partners
Tennessee
$1.92M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$27.1M
2
GS
2
GTS Securities
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.93M
4
MIH
4
Meitav Investment House
Israel
$0
5
Jane Street
5
Jane Street
New York
$387K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$58.4M 1,170,443 +34,115 +3%
HWA
2
Heartwood Wealth Advisors
Virginia
$35.1M 703,640 +9,268 +1%
LPL Financial
3
LPL Financial
California
$27.1M 541,988 -13,422 -2%
Bank of America
4
Bank of America
North Carolina
$26.5M 530,997 +3,022 +0.6%
Wells Fargo
5
Wells Fargo
California
$14.1M 281,700 +6,702 +2%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$11.5M 230,096 -4,568 -2%
PAG
7
Private Advisor Group
New Jersey
$9.74M 194,959 +1,399 +0.7%
RJA
8
Raymond James & Associates
Florida
$6.55M 131,241 +5,586 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$5.86M 117,280 +2,246 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$5.71M 114,294 -8,265 -7%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$5.2M 104,138 +1,650 +2%
Ameriprise
12
Ameriprise
Minnesota
$5.03M 100,711 +25,510 +34%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.69M 93,958 +1,874 +2%
CB
14
Cadence Bank
Mississippi
$4.66M 93,235 +93,235 New
UBS Group
15
UBS Group
Switzerland
$4.58M 91,720 -3,058 -3%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$4.48M 89,743 +89,743 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.93M 78,691 -11,664 -13%
AF
18
Allworth Financial
California
$3.48M 69,716 -5,596 -7%
KWM
19
Kingsview Wealth Management
Oregon
$3.27M 65,452 +65,452 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.95M 59,156 +26,867 +83%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.53M 50,559 +3,915 +8%
AAS
22
Avantax Advisory Services
Texas
$2.42M 48,439 -1,125 -2%
GSEP
23
Golden State Equity Partners
California
$2.2M 44,089 -1,555 -3%
AWM
24
AE Wealth Management
Kansas
$1.96M 39,315 +2,637 +7%
P
25
&Partners
Tennessee
$1.92M 38,443 +33,301 +648%
1
2 3 4 5