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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

114 hedge funds and large institutions have $295M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+1
Holders Change %
+0.88%
% 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
11
Increased
47
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
$12.1M
2
LPL Financial
LPL Financial
California
$27.9M
3
Morgan Stanley
Morgan Stanley
New York
$50.2M
4
Ameriprise
Ameriprise
Minnesota
$10.5M
5
SW
Simplicity Wealth
New Jersey
$1.44M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$6.39M
2
Raymond James Financial
Raymond James Financial
Florida
$8.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$7.71M
4
AWS
Atria Wealth Solutions
New York
$0
5
HighTower Advisors
HighTower Advisors
Illinois
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$50.2M +$1.12M +23,476 +2%
HWA
2
Heartwood Wealth Advisors
Virginia
$34M +$387K +8,081 +1%
LPL Financial
3
LPL Financial
California
$27.9M +$3.13M +65,413 +13%
Bank of America
4
Bank of America
North Carolina
$26.4M +$486K +10,160 +2%
Wells Fargo
5
Wells Fargo
California
$16.3M +$724K +15,126 +5%
Stifel Financial
6
Stifel Financial
Missouri
$12.1M +$10.4M +217,463 +612%
Ameriprise
7
Ameriprise
Minnesota
$10.5M +$1.07M +22,344 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.37M +$4.34K +90 +0.1%
Raymond James Financial
9
Raymond James Financial
Florida
$8.18M -$2.47M -51,558 -23%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$7.71M -$1.33M -27,801 -15%
PAG
11
Private Advisor Group
New Jersey
$6.39M -$3.46M -72,233 -35%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$5.77M +$443K +9,250 +8%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$5.04M -$674K -13,640 -12%
CB
14
Cadence Bank
Mississippi
$4.18M -$67K -1,400 -2%
UBS Group
15
UBS Group
Switzerland
$4.08M -$209K -4,376 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.62M +$135K +2,823 +4%
HighTower Advisors
17
HighTower Advisors
Illinois
$3.59M -$975K -20,378 -21%
GSEP
18
Golden State Equity Partners
California
$2.92M +$63.2K +1,320 +2%
OBWG
19
Onyx Bridge Wealth Group
New York
$2.83M -$100K -2,094 -3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$2.73M +$25.6K +536 +0.9%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$2.67M +$812K +17,035 +44%
AF
22
Allworth Financial
California
$2.48M +$7.99K +167 +0.3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.15M -$355K -7,430 -14%
AAS
24
Avantax Advisory Services
Texas
$2.11M -$189K -3,950 -8%
JWCA
25
J.W. Cole Advisors
Florida
$2.09M +$30.7K +642 +1%
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