Invesco S&P Ultra Dividend Revenue ETF
RDIV
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 18 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
19% more capital invested
Capital invested by funds: $254M → $301M (+$47.7M)
12% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 33
7% more funds holding
Funds holding: 114 → 122 (+8)
2.6% more ownership
Funds ownership: 34.02% → 36.62% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cadence Bank
Tupelo,
Mississippi
|
+$4.47M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
+$4.31M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.14M |
| 4 |
Morgan Stanley
New York
|
+$1.64M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$644K |
| 2 |
GS
GTS Securities
Miami,
Florida
|
-$593K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$560K |
| 4 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$505K |
| 5 |
Jane Street
New York
|
-$475K |
RDIV Hedge Fund Activity: Q3 2024 in Review
122 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q3 2024, worth a combined $301M — up 19% from $254M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new RDIV positions and 10 closed out — a net gain of 8 holders — while 37 added to existing stakes and 33 trimmed.
The largest buyer was Cadence Bank, opening a new position worth an estimated $4.47M. The largest seller was LPL Financial, cutting an estimated $644K.
- 122 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $301M of Invesco S&P Ultra Dividend Revenue ETF stock for Q3 2024, up 19% quarter-over-quarter.
- 18 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q3 2024 and 10 closed out, a net change of +8 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q3 2024 was Cadence Bank, an estimated $4.47M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q3 2024 was LPL Financial, an estimated $644K sold.
Based on aggregated 13F filings for Q3 2024.