Invesco S&P Ultra Dividend Revenue ETF
RDIV
120 hedge funds and large institutions have $316M invested in Invesco S&P Ultra Dividend Revenue ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
7% more capital invested
Capital invested by funds: $295M → $316M (+$20.8M)
3% more funds holding
Funds holding: 116 → 120 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.24% less ownership
Funds ownership: 37.72% → 37.48% (-0.24%)
9% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.71M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.43M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.36M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$762K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$9.7M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$2.01M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.01M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$781K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$491K |
RDIV Hedge Fund Activity: Q3 2025 in Review
120 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P Ultra Dividend Revenue ETF (RDIV) for Q3 2025, worth a combined $316M — up 7% from $295M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new RDIV positions and 6 closed out — a net gain of 6 holders — while 40 added to existing stakes and 44 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.71M. The largest seller was Stifel Financial, cutting an estimated $9.7M.
- 120 institutional investors held Invesco S&P Ultra Dividend Revenue ETF (RDIV) as of Q3 2025, up from 116 in Q2 2025.
- Funds reported $316M of Invesco S&P Ultra Dividend Revenue ETF stock for Q3 2025, up 7% quarter-over-quarter.
- 12 funds opened new Invesco S&P Ultra Dividend Revenue ETF positions in Q3 2025 and 6 closed out, a net change of +6 holders.
- The largest Invesco S&P Ultra Dividend Revenue ETF buyer in Q3 2025 was LPL Financial, an estimated $2.71M added.
- The largest Invesco S&P Ultra Dividend Revenue ETF seller in Q3 2025 was Stifel Financial, an estimated $9.7M sold.
Based on aggregated 13F filings for Q3 2025.