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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

121 hedge funds and large institutions have $302M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
43
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$12M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$5.19M
3
BFF
3
Byrne Financial Freedom
Massachusetts
$2.72M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.67M
5
Wells Fargo
5
Wells Fargo
California
$15.6M

Top Sellers

1
KWM
1
Kingsview Wealth Management
Oregon
$0
2
AF
2
Allworth Financial
California
$1.01M
3
LPL Financial
3
LPL Financial
California
$25.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Ameriprise
5
Ameriprise
Minnesota
$4.39M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$57.6M 1,193,246 +22,803 +2%
HWA
2
Heartwood Wealth Advisors
Virginia
$34.2M 708,949 +5,309 +0.8%
Bank of America
3
Bank of America
North Carolina
$25.9M 536,256 +5,259 +1%
LPL Financial
4
LPL Financial
California
$25.6M 530,292 -11,696 -2%
Wells Fargo
5
Wells Fargo
California
$15.6M 323,787 +42,087 +15%
Raymond James Financial
6
Raymond James Financial
Florida
$12M 247,876 +247,876 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$11M 228,351 -1,745 -0.8%
PAG
8
Private Advisor Group
New Jersey
$9.75M 201,983 +7,024 +4%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.67M 158,997 +44,703 +39%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$5.19M 107,533 +88,447 +463%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$5.07M 105,073 +935 +0.9%
PFGIA
12
Patriot Financial Group Insurance Agency
Massachusetts
$4.91M 101,720 +11,977 +13%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.59M 95,146 +1,188 +1%
CB
14
Cadence Bank
Mississippi
$4.43M 91,835 -1,400 -2%
Ameriprise
15
Ameriprise
Minnesota
$4.39M 90,936 -9,775 -10%
UBS Group
16
UBS Group
Switzerland
$4.39M 90,891 -829 -0.9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.67M 75,994 -2,697 -3%
OBWG
18
Onyx Bridge Wealth Group
New York
$2.8M 57,969 +35,309 +156%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$2.74M 56,814 -2,342 -4%
BFF
20
Byrne Financial Freedom
Massachusetts
$2.72M 56,433 +56,433 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.52M 52,224 +1,665 +3%
GSEP
22
Golden State Equity Partners
California
$2.49M 51,523 +7,434 +17%
AAS
23
Avantax Advisory Services
Texas
$2.31M 47,900 -539 -1%
AWM
24
AE Wealth Management
Kansas
$2M 41,550 +2,235 +6%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.94M 40,104 +7,523 +23%
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