Invesco S&P Ultra Dividend Revenue ETF
RDIV
115 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, 45 increasing their positions, 32 reducing their positions, and 12 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.43% less ownership
Funds ownership: 37.74% → 37.3% (-0.43%)
3% less capital invested
Capital invested by funds: $302M → $293M (-$8.29M)
6% less funds holding
Funds holding: 122 → 115 (-7)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.17M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$1.52M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$789K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$716K |
| 5 |
WA
Whipplewood Advisors
Littleton,
Colorado
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.27M |
| 2 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$4.91M |
| 3 |
BFF
Byrne Financial Freedom
Franklin,
Massachusetts
|
-$2.72M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.94M |
| 5 |
GS
GTS Securities
New York
|
-$1.31M |
RDIV Hedge Fund Activity: Q1 2025 in Review
115 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q1 2025, worth a combined $293M — down 2.7% from $302M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of RDIV and 7 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 45 added.
The largest buyer was Ameriprise, adding an estimated $5.17M. The largest seller was Morgan Stanley, cutting an estimated $8.27M.
- 115 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q1 2025, down from 122 in Q4 2024.
- Funds reported $293M of Invesco S&P Ultra Dividend Revenue ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
- 7 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q1 2025 and 12 closed out, a net change of -5 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q1 2025 was Ameriprise, an estimated $5.17M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q1 2025 was Morgan Stanley, an estimated $8.27M sold.
Based on aggregated 13F filings for Q1 2025.