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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $293M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
44
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$5.14M
2
AF
Allworth Financial
California
+$1.42M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$775K
4
Osaic Holdings
Osaic Holdings
Arizona
+$712K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$483K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.22M
2
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$4.91M
3
BFF
Byrne Financial Freedom
Massachusetts
-$2.72M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.93M
5
GS
GTS Securities
New York
-$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50M -$8.22M -168,426 -14%
HWA
2
Heartwood Wealth Advisors
Virginia
$34.3M -$292K -5,991 -0.8%
Bank of America
3
Bank of America
North Carolina
$26.4M +$214K +4,374 +0.8%
LPL Financial
4
LPL Financial
California
$25.2M -$650K -13,306 -3%
Wells Fargo
5
Wells Fargo
California
$15.9M +$75.8K +1,553 +0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$10.9M -$1.24M -25,460 -10%
PAG
7
Private Advisor Group
New Jersey
$10M +$187K +3,829 +2%
Ameriprise
8
Ameriprise
Minnesota
$9.58M +$5.14M +105,334 +116%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.22M -$1.93M -39,511 -17%
Osaic Holdings
10
Osaic Holdings
Arizona
$8.48M +$712K +14,583 +9%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$5.64M +$392K +8,036 +7%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$5.43M +$303K +6,205 +6%
HighTower Advisors
13
HighTower Advisors
Illinois
$4.65M +$8.89K +182 +0.2%
UBS Group
14
UBS Group
Switzerland
$4.38M -$56.9K -1,165 -1%
CB
15
Cadence Bank
Mississippi
$4.34M -$146K -3,000 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.55M -$158K -3,238 -4%
OBWG
17
Onyx Bridge Wealth Group
New York
$2.99M +$159K +3,254 +6%
GSEP
18
Golden State Equity Partners
California
$2.92M +$402K +8,234 +16%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$2.76M -$9.62K -197 -0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.55M +$4.88K +100 +0.2%
AF
21
Allworth Financial
California
$2.37M +$1.42M +31,014 +151%
AAS
22
Avantax Advisory Services
Texas
$2.35M +$11.3K +231 +0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.16M +$420K +8,612 +24%
JWCA
24
J.W. Cole Advisors
Florida
$2.1M +$297K +6,079 +16%
AWM
25
AE Wealth Management
Kansas
$2.06M +$33.7K +691 +2%
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